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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
MIG
2076
McGuire Investment Group
Rhode Island
$1.37M +$133K +266 +11%
AAP
2077
Arax Advisory Partners
Colorado
$1.37M -$45.5K -91 -3%
CPSC
2078
Carl P. Sherr & Co
Massachusetts
$1.37M -$24K -48 -2%
FMI
2079
F/M Investments
District of Columbia
$1.37M +$3.5K +7 +0.3%
CCA
2080
Criterion Capital Advisors
Tennessee
$1.37M -$1.5K -3 -0.1%
CNB
2081
Camden National Bank
Maine
$1.36M +$12.5K +25 +1%
SWM
2082
Soundmark Wealth Management
Washington
$1.36M -$157K -313 -11%
FWP
2083
Family Wealth Partners
North Carolina
$1.36M -$3.5K -7 -0.3%
CAAS
2084
Capital Asset Advisory Services
Michigan
$1.36M +$164K +328 +14%
ACS
2085
Archford Capital Strategies
Illinois
$1.35M – – –
PSC
2086
Prentiss Smith & Co
Vermont
$1.35M -$332K -664 -21%
DP
2087
DDD Partners
Washington
$1.35M – – –
BFA
2088
Brown Financial Advisory
Alabama
$1.35M – – –
RIM
2089
Redwood Investment Management
Arizona
$1.34M -$2.36M -4,726 -65%
RFG
2090
Range Financial Group
Oregon
$1.34M +$124K +247 +11%
PCM
2091
Princeton Capital Management
New Jersey
$1.33M -$5.44M -10,874 -81%
MA
2092
MJP Associates
Connecticut
$1.33M +$42.5K +85 +3%
TCM
2093
Towneley Capital Management
California
$1.33M +$2.5K +5 +0.2%
GKIM
2094
GW&K Investment Management
Massachusetts
$1.33M +$206K +411 +19%
EM
2095
Excalibur Management
Massachusetts
$1.32M – – –
TWD
2096
True Wealth Design
Ohio
$1.32M -$57.5K -115 -4%
GA
2097
Greenspring Advisors
Maryland
$1.32M – – –
PRI
2098
Prepared Retirement Institute
Pennsylvania
$1.31M – – –
EGA
2099
E&G Advisors
Texas
$1.31M -$50K -100 -4%
EGWAG
2100
Elwood & Goetz Wealth Advisory Group
Georgia
$1.31M -$315K -629 -20%
82 83
84
85 86