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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CPSC
2076
Carl P. Sherr & Co
Massachusetts
$1.37M -$24K -48 -2%
FMI
2077
F/M Investments
District of Columbia
$1.37M +$3.5K +7 +0.3%
CCA
2078
Criterion Capital Advisors
Tennessee
$1.37M -$1.5K -3 -0.1%
CNB
2079
Camden National Bank
Maine
$1.36M +$12.5K +25 +1%
SWM
2080
Soundmark Wealth Management
Washington
$1.36M -$157K -313 -11%
FWP
2081
Family Wealth Partners
North Carolina
$1.36M -$3.5K -7 -0.3%
CAAS
2082
Capital Asset Advisory Services
Michigan
$1.36M +$164K +328 +14%
ACS
2083
Archford Capital Strategies
Illinois
$1.35M – – –
PSC
2084
Prentiss Smith & Co
Vermont
$1.35M -$332K -664 -21%
DP
2085
DDD Partners
Washington
$1.35M – – –
BFA
2086
Brown Financial Advisory
Alabama
$1.35M – – –
RIM
2087
Redwood Investment Management
Arizona
$1.34M -$2.36M -4,726 -65%
RFG
2088
Range Financial Group
Oregon
$1.34M +$124K +247 +11%
PCM
2089
Princeton Capital Management
New Jersey
$1.33M -$5.44M -10,874 -81%
MA
2090
MJP Associates
Connecticut
$1.33M +$42.5K +85 +3%
TCM
2091
Towneley Capital Management
California
$1.33M +$2.5K +5 +0.2%
GKIM
2092
GW&K Investment Management
Massachusetts
$1.33M +$206K +411 +19%
EM
2093
Excalibur Management
Massachusetts
$1.32M – – –
TWD
2094
True Wealth Design
Ohio
$1.32M -$57.5K -115 -4%
GA
2095
Greenspring Advisors
Maryland
$1.32M – – –
PRI
2096
Prepared Retirement Institute
Pennsylvania
$1.31M – – –
EGA
2097
E&G Advisors
Texas
$1.31M -$50K -100 -4%
EGWAG
2098
Elwood & Goetz Wealth Advisory Group
Georgia
$1.31M -$315K -629 -20%
BFG
2099
Berger Financial Group
Minnesota
$1.31M +$70.6K +141 +6%
OHIS
2100
Oak Harvest Investment Services
Texas
$1.31M +$2.5K +5 +0.2%
82 83
84
85 86