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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
MIA
1726
MMBG Investment Advisors
Florida
$1.4M +$1.35M +2,924 New
BAM
1727
Barrett Asset Management
New York
$1.39M +$121K +263 +10%
MSR
1728
Main Street Research
Connecticut
$1.39M -$769K -1,669 -36%
CB
1729
CNB Bank
Pennsylvania
$1.39M -$16.1K -35 -1%
LWANC
1730
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.39M +$48.9K +106 +4%
RG
1731
Rathbones Group
United Kingdom
$1.38M -$78.3K -170 -6%
LRIA
1732
Leonard Rickey Investment Advisors
Washington
$1.38M +$131K +284 +11%
BC
1733
Burleson & Co
California
$1.37M +$46.1K +100 +4%
ACP
1734
Arcus Capital Partners
Georgia
$1.37M -$5.07K -11 -0.4%
SFS
1735
Security Financial Services
Indiana
$1.37M +$1.33M +2,876 New
SFG
1736
SevenBridge Financial Group
Pennsylvania
$1.37M -$25.8K -56 -2%
PFM
1737
Peak Financial Management
Massachusetts
$1.37M +$461 +1 +0%
WFA
1738
WMG Financial Advisors
Tennessee
$1.36M +$1.32M +2,857 New
CDH
1739
Charles D. Hyman
$1.36M – – –
FNC
1740
First National Corp
Massachusetts
$1.36M -$51.6K -112 -4%
FPWM
1741
FSB Premier Wealth Management
Iowa
$1.36M -$33.6K -73 -2%
YC
1742
Yarbrough Capital
Tennessee
$1.36M +$1.31M +2,848 New
TI
1743
Trexquant Investment
Connecticut
$1.35M -$1.41M -3,054 -52%
BA
1744
Bridge Advisory
California
$1.35M +$53K +115 +4%
AIM
1745
Alhambra Investment Management
Florida
$1.35M -$26.7K -58 -2%
EIM
1746
Ervin Investment Management
Washington
$1.34M +$1.3M +2,814 New
PTC
1747
Philadelphia Trust Company
Pennsylvania
$1.34M – – –
RCM
1748
Regency Capital Management
Hawaii
$1.33M -$257K -558 -17%
RFWA
1749
RPg Family Wealth Advisory
Massachusetts
$1.33M – – –
AWM
1750
Altium Wealth Management
New York
$1.33M +$4.61K +10 +0.4%
68 69
70
71 72