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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
MFS
2151
Mattson Financial Services
Michigan
$2.23M +$730K +1,133 +51%
HCM
2152
Howland Capital Management
Massachusetts
$2.23M -$63.1K -98 -3%
FTC
2153
Farmers Trust Company
Ohio
$2.23M -$57.3K -89 -3%
GD
2154
Grandfield & Dodd
New York
$2.23M -$74.1K -115 -3%
RPWA
2155
Regent Peak Wealth Advisors
Georgia
$2.23M +$2.15M +3,333 New
FS
2156
Financial Symmetry
North Carolina
$2.23M -$2.58K -4 -0.1%
CIA
2157
Cape Investment Advisory
Georgia
$2.23M +$334K +518 +18%
RZH
2158
Relyea Zuckerberg Hanson
Connecticut
$2.23M -$51.5K -80 -2%
SWMP
2159
Signature Wealth Management Partners
New Jersey
$2.22M +$8.37K +13 +0.4%
JIR
2160
James Investment Research
Ohio
$2.22M -$24.5K -38 -1%
DFC
2161
DBK Financial Counsel
Ohio
$2.22M -$72.1K -112 -3%
GAM
2162
Griffin Asset Management
New York
$2.22M -$5.8K -9 -0.3%
OWA
2163
Octavia Wealth Advisors
Ohio
$2.22M +$1.02M +1,576 +91%
NSAM
2164
North Star Asset Management
Wisconsin
$2.22M -$116K -180 -5%
CIS
2165
Continental Investors Services
Washington
$2.21M -$354K -550 -14%
BFG
2166
Berger Financial Group
Minnesota
$2.21M +$301K +467 +16%
CAI
2167
Capital Advisors Inc
Oklahoma
$2.21M +$111K +172 +6%
2WWM
2168
21 West Wealth Management
California
$2.2M – – –
YP
2169
YANKCOM Partnership
South Dakota
$2.2M – – –
RIM
2170
Rockbridge Investment Management
New York
$2.2M -$35.4K -55 -2%
FWA
2171
FSC Wealth Advisors
New York
$2.2M +$7.73K +12 +0.4%
MAA
2172
Matrix Asset Advisors
New York
$2.19M +$25.8K +40 +1%
IP
2173
Integras Partners
Georgia
$2.19M +$708K +1,099 +50%
SC
2174
Searle & Co
Connecticut
$2.19M – – –
VAF
2175
Values Added Financial
District of Columbia
$2.19M -$10.9K -17 -0.5%
85 86
87
88 89