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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
GSEP
1551
Golden State Equity Partners
California
$3.24M +$214K +479 +8%
MIM
1552
Macroview Investment Management
Maryland
$3.23M +$210K +469 +7%
HPC
1553
HM Payson & Co
Maine
$3.23M -$54.6K -122 -2%
BCV
1554
Banque Cantonale Vaudoise
Switzerland
$3.23M +$75.6K +169 +3%
SAM
1555
Smartleaf Asset Management
Massachusetts
$3.22M +$3M +6,692 New
HCM
1556
Harvey Capital Management
Florida
$3.22M – – –
IDA
1557
Intelligence Driven Advisers
California
$3.22M -$282K -629 -9%
MWM
1558
Modern Wealth Management
Kansas
$3.2M +$2.99M +6,690 New
EBT
1559
Enterprise Bank & Trust
Massachusetts
$3.19M -$90.4K -202 -3%
DTC
1560
Davidson Trust Company
Washington
$3.19M -$80.6K -180 -3%
NIC
1561
Northwest Investment Counselors
Oregon
$3.18M -$7.61K -17 -0.3%
WFA
1562
WestHill Financial Advisors
California
$3.18M +$1.34K +3 +0%
FUBT
1563
First United Bank & Trust
Maryland
$3.18M -$37.6K -84 -1%
HKIMG
1564
Hutchens & Kramer Investment Management Group
Indiana
$3.17M +$269K +602 +10%
IRC
1565
Investors Research Corp
Georgia
$3.16M – – –
NCM
1566
Northwest Capital Management
Oregon
$3.16M -$91.3K -204 -3%
CCG
1567
Catalina Capital Group
California
$3.16M +$2.96M +6,620 New
AIC
1568
Ayalon Insurance Company
Israel
$3.16M -$292K -652 -9%
IA
1569
Insight Advisors
Pennsylvania
$3.15M +$214K +479 +8%
LSA
1570
Lansing Street Advisors
Pennsylvania
$3.15M +$2.95M +6,590 New
CCM
1571
Chilton Capital Management
Texas
$3.14M +$238K +532 +9%
AFA
1572
AA Financial Advisors
Ohio
$3.14M +$2.95M +6,581 New
OFS
1573
Oldfather Financial Services
Nebraska
$3.14M +$5.82K +13 +0.2%
CSWM
1574
Cassady Schiller Wealth Management
Ohio
$3.14M – – –
ADL
1575
Asset Dedication LLC
California
$3.13M +$298K +666 +11%
61 62
63
64 65