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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
BTW
1551
Boston Trust Walden
Massachusetts
$1.05M +$77.4K +200 +8%
RP
1552
Reinhart Partners
Wisconsin
$1.05M +$12.4K +32 +1%
PCM
1553
Palisade Capital Management
New Jersey
$1.05M +$171K +441 +20%
NL
1554
Navalign LLC
California
$1.05M +$1.03M +2,648 New
AFA
1555
American Financial Advisors
Georgia
$1.05M -$30.6K -79 -3%
LRIA
1556
Leonard Rickey Investment Advisors
Washington
$1.05M +$74.7K +193 +8%
SPA
1557
Sentinel Pension Advisors
Massachusetts
$1.05M +$5.87M +15,171 +401%
BAM
1558
Barrett Asset Management
New York
$1.04M -$19.4K -50 -2%
WFA
1559
Wipfli Financial Advisors
Wisconsin
$1.04M -$20.9K -54 -2%
EM
1560
Excalibur Management
Massachusetts
$1.04M -$250K -645 -20%
BMWM
1561
Brown Miller Wealth Management
Virginia
$1.04M -$43K -111 -4%
TCMP
1562
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.04M -$48.4K -125 -5%
SWK
1563
Stephen W. Kidder
$1.03M -$174K -450 -15%
BCM
1564
BTR Capital Management
California
$1.03M – – –
SAA
1565
Southeast Asset Advisors
Georgia
$1.03M +$56.1K +145 +6%
RIA
1566
Realta Investment Advisors
Delaware
$1.03M +$508K +1,312 +104%
BFS
1567
Bradley Foster & Sargent
Connecticut
$1.02M +$217K +560 +28%
LS
1568
Leelyn Smith
Illinois
$1.01M -$1.94K -5 -0.2%
AIS
1569
American Investment Services
Massachusetts
$1.01M +$121K +312 +14%
HCA
1570
Harbour Capital Advisors
Virginia
$1M +$976K +2,522 New
IFG
1571
Investors Financial Group
Minnesota
$1M +$93.7K +242 +11%
BA
1572
Bridge Advisory
California
$1M -$553K -1,428 -36%
IWA
1573
Inspirion Wealth Advisors
Illinois
$1M -$5.03K -13 -0.5%
BHBT
1574
Burke & Herbert Bank & Trust
Virginia
$998K +$152K +392 +19%
CAM
1575
Close Asset Management
United Kingdom
$985K -$406K -1,049 -30%
61 62
63
64 65