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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
VIM
1701
Vista Investment Management
Pennsylvania
$829K -$5.45K -13 -0.7%
CWP
1702
Curated Wealth Partners
California
$828K – – –
SFFS
1703
Stonehage Fleming Financial Services
Jersey
$825K -$57.8K -138 -7%
RMCM
1704
Reynders McVeigh Capital Management
Massachusetts
$825K -$33.1K -79 -4%
CWA
1705
Clarity Wealth Advisors
California
$823K +$3.77K +9 +0.5%
ACM
1706
Azimuth Capital Management
Michigan
$818K – – –
NRI
1707
NFP Retirement Inc
California
$818K +$397K +948 +99%
FVCM
1708
F&V Capital Management
Florida
$817K -$4.19K -10 -0.5%
DS
1709
Dudley & Shanley
Florida
$814K – – –
CAM
1710
Close Asset Management
United Kingdom
$813K -$245K -585 -24%
I2I
1711
Insight 2811 Inc
Illinois
$813K +$136K +324 +21%
ACS
1712
Archford Capital Strategies
Illinois
$812K +$539K +1,287 +214%
ECM
1713
Elgethun Capital Management
South Dakota
$811K -$3.77K -9 -0.5%
BFG
1714
Berger Financial Group
Minnesota
$810K +$80.4K +192 +11%
APW
1715
Aurora Private Wealth
New Jersey
$806K +$66.6K +159 +9%
RAM
1716
Redmond Asset Management
Virginia
$804K +$10.1K +24 +1%
AA
1717
Addison Advisors
Vermont
$802K +$781K +1,865 New
NL
1718
Navalign LLC
California
$801K -$329K -786 -30%
MHIC
1719
Marble Harbor Investment Counsel
Massachusetts
$801K – – –
FNC
1720
First National Corp
Massachusetts
$800K -$44.8K -107 -4%
JWM
1721
JGP Wealth Management
Oregon
$798K +$149K +356 +24%
CNFG
1722
Creegan & Nassoura Financial Group
New Hampshire
$795K – – –
TCCM
1723
Timber Creek Capital Management
Massachusetts
$791K -$12.1K -29 -2%
HWA
1724
HHM Wealth Advisors
Tennessee
$791K – – –
BP
1725
BCK Partners
New York
$790K – – –
67 68
69
70 71