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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
176
MUFG Americas
New York
$95.5M -$5.44M -14,059 -6%
RI
177
RPTC Inc
Wyoming
$95.4M +$242K +624 +0.3%
GC
178
Grimes & Company
Massachusetts
$93.8M +$3.57M +9,224 +4%
HFBOT
179
Home Federal Bank of Tennessee
Tennessee
$93.8M +$2.06M +5,328 +2%
William Blair & Company
180
William Blair & Company
Illinois
$93.7M -$3.71M -9,583 -4%
SC
181
Soundwatch Capital
Connecticut
$92.8M +$167K +431 +0.2%
CB
182
Commerce Bank
Missouri
$92.1M -$901K -2,326 -1%
FSWA
183
Financial Synergies Wealth Advisors
Texas
$90.4M +$1.8M +4,647 +2%
HI
184
Human Investing
Oregon
$89.9M +$9.6M +24,807 +12%
BSB
185
Bangor Savings Bank
Maine
$89.1M +$1.07M +2,772 +1%
GT
186
Glenview Trust
Kentucky
$88M -$3.05M -7,883 -3%
KIM
187
Karpus Investment Management
New York
$87.5M +$4.99M +12,887 +6%
PP
188
Pegasus Partners
Wisconsin
$87.3M +$9.15M +23,627 +12%
CFG
189
Citizens Financial Group
Rhode Island
$86.5M -$372K -960 -0.4%
SIMM
190
Stillwater Investment Management (Minnesota)
Minnesota
$85.5M -$450K -1,163 -0.5%
LPT
191
Legacy Private Trust
Wisconsin
$84.8M -$4.04M -10,435 -5%
LGWM
192
Litman Gregory Wealth Management
California
$84.6M +$1.58M +4,075 +2%
PIMJS
193
PKO Investment Management Joint-Stock
Poland
$84.6M +$5.72M +14,776 +7%
RWP
194
RWA Wealth Partners
Massachusetts
$84.4M +$4.65M +12,013 +6%
RWM
195
Rezny Wealth Management
Florida
$84.3M -$8.46M -21,847 -9%
TFM
196
TFC Financial Management
Massachusetts
$83.9M +$4.23M +10,918 +5%
MFS
197
McNamara Financial Services
Massachusetts
$83M -$1.32M -3,419 -2%
CCFCSB
198
Cape Cod Five Cents Savings Bank
Massachusetts
$82.3M -$1.55M -3,998 -2%
Millennium Management
199
Millennium Management
New York
$81.8M +$34.2M +88,384 +75%
SSB
200
Sandy Spring Bank
Maryland
$81.4M -$1.89M -4,876 -2%
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