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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
1676
Colony Family Offices
North Carolina
$4.19M +$422K +714 +11%
PJSIMP
1677
P.J. Schmidt Investment Management (PJS)
Wisconsin
$4.18M -$353K -598 -7%
GAM
1678
Gemmer Asset Management
California
$4.18M +$54.9K +93 +1%
NEPWA
1679
New England Private Wealth Advisors
Massachusetts
$4.17M -$21.8K -37 -0.5%
SIA
1680
Stegner Investment Associates
Kentucky
$4.17M -$140K -237 -3%
EBT
1681
Enterprise Bank & Trust
Massachusetts
$4.14M -$26K -44 -0.6%
GGS
1682
Galvin Gaustad & Stein
Arizona
$4.13M -$9.45K -16 -0.2%
GWM
1683
Gitterman Wealth Management
New Jersey
$4.13M +$1.18K +2 +0%
IA
1684
Insight Advisors
Pennsylvania
$4.12M +$342K +580 +9%
GI
1685
GAMMA Investing
California
$4.11M +$609K +1,032 +16%
EIA
1686
Edgemoor Investment Advisors
Maryland
$4.1M – – –
MWM
1687
Maripau Wealth Management
Indiana
$4.1M -$1.07M -1,816 -20%
QCM
1688
QRG Capital Management
Illinois
$4.1M -$2.24M -3,790 -34%
MG
1689
Marex Group
$4.09M -$24.2K -41 -0.6%
CAM
1690
Carret Asset Management
New York
$4.09M +$270K +457 +7%
LC
1691
Lindbrook Capital
California
$4.09M -$5.11M -8,655 -54%
TCM
1692
Tufton Capital Management
Maryland
$4.08M +$226K +383 +6%
HFS
1693
Howard Financial Services
Texas
$4.07M +$11.2K +19 +0.3%
MWM
1694
Marietta Wealth Management
Georgia
$4.06M +$45.5K +77 +1%
MAM
1695
Madison Asset Management
Wisconsin
$4.05M +$67.3K +114 +2%
WFS
1696
WealthGarden F.S.
California
$4.05M -$954K -1,615 -18%
HCM
1697
Harvey Capital Management
Florida
$4.04M +$335K +567 +9%
MWM
1698
McNaughton Wealth Management
California
$4.03M -$9.89M -16,743 -70%
AT
1699
Arlington Trust
Alabama
$4.03M – – –
SC
1700
Sepio Capital
Utah
$4.03M -$62.6K -106 -1%
66 67
68
69 70