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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
BB
1701
Berkshire Bank
Massachusetts
$837K +$127K +304 +19%
VIM
1702
Vista Investment Management
Pennsylvania
$829K -$5.45K -13 -0.7%
CWP
1703
Curated Wealth Partners
California
$828K – – –
SFFS
1704
Stonehage Fleming Financial Services
Jersey
$825K -$57.8K -138 -7%
RMCM
1705
Reynders McVeigh Capital Management
Massachusetts
$825K -$33.1K -79 -4%
CWA
1706
Clarity Wealth Advisors
California
$823K +$3.77K +9 +0.5%
ACM
1707
Azimuth Capital Management
Michigan
$818K – – –
NRI
1708
NFP Retirement Inc
California
$818K +$397K +948 +99%
FVCM
1709
F&V Capital Management
Florida
$817K -$4.19K -10 -0.5%
DS
1710
Dudley & Shanley
Florida
$814K – – –
CAM
1711
Close Asset Management
United Kingdom
$813K -$245K -585 -24%
I2I
1712
Insight 2811 Inc
Illinois
$813K +$136K +324 +21%
ACS
1713
Archford Capital Strategies
Illinois
$812K +$539K +1,287 +214%
ECM
1714
Elgethun Capital Management
South Dakota
$811K -$3.77K -9 -0.5%
BFG
1715
Berger Financial Group
Minnesota
$810K +$80.4K +192 +11%
APW
1716
Aurora Private Wealth
New Jersey
$806K +$66.6K +159 +9%
RAM
1717
Redmond Asset Management
Virginia
$804K +$10.1K +24 +1%
AA
1718
Addison Advisors
Vermont
$802K +$781K +1,865 New
NL
1719
Navalign LLC
California
$801K -$329K -786 -30%
MHIC
1720
Marble Harbor Investment Counsel
Massachusetts
$801K – – –
FNC
1721
First National Corp
Massachusetts
$800K -$44.8K -107 -4%
JWM
1722
JGP Wealth Management
Oregon
$798K +$149K +356 +24%
CNFG
1723
Creegan & Nassoura Financial Group
New Hampshire
$795K – – –
TCCM
1724
Timber Creek Capital Management
Massachusetts
$791K -$12.1K -29 -2%
HWA
1725
HHM Wealth Advisors
Tennessee
$791K – – –
67 68
69
70 71