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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
MHIC
1951
Marble Harbor Investment Counsel
Massachusetts
$864K +$137K +297 +20%
MAA
1952
Matrix Asset Advisors
New York
$863K -$13.4K -29 -2%
HR
1953
Hayden Royal
North Carolina
$862K -$1.84K -4 -0.2%
FNB
1954
Farmers National Bank
Kentucky
$858K -$78.3K -170 -9%
GAB
1955
German American Bancorp
Indiana
$855K +$199K +432 +32%
RCG
1956
Rock Creek Group
District of Columbia
$853K – – –
SCA
1957
Sandy Cove Advisors
Massachusetts
$852K +$823K +1,785 New
BHWM
1958
Beaird Harris Wealth Management
Texas
$851K +$822K +1,784 New
BBA
1959
Braun-Bostich & Associates
Pennsylvania
$850K -$772K -1,676 -47%
AWM
1960
Affinity Wealth Management
Delaware
$850K -$74.2K -161 -8%
AIM
1961
Axiom Investment Management
New York
$850K -$21.7K -47 -3%
WFAG
1962
Wescott Financial Advisory Group
Pennsylvania
$849K +$264K +573 +47%
YCM
1963
Yousif Capital Management
Michigan
$849K +$820K +1,780 New
SNBOSD
1964
Security National Bank of So Dak
Iowa
$845K +$817K +1,772 New
VCM
1965
Violich Capital Management
California
$836K +$116K +252 +17%
PCM
1966
Princeton Capital Management
New Jersey
$835K – – –
AMCA
1967
Arthur M. Cohen & Associates
Illinois
$832K +$2.77K +6 +0.3%
NFSG
1968
Newbridge Financial Services Group
Florida
$831K +$114K +247 +17%
CWP
1969
Concord Wealth Partners
Virginia
$831K +$771K +1,672 +2,389%
BP
1970
BCK Partners
New York
$828K -$4.15K -9 -0.5%
TPWM
1971
Twelve Points Wealth Management
Massachusetts
$828K +$800K +1,735 New
RK
1972
Rather & Kittrell
Tennessee
$825K +$798K +1,731 New
GWM
1973
GSB Wealth Management
Connecticut
$823K +$795K +1,726 New
APW
1974
Aurora Private Wealth
New Jersey
$821K +$1.84K +4 +0.2%
BFM
1975
Boston Financial Management
Massachusetts
$820K +$205K +444 +35%
77 78
79
80 81