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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
PIM
2326
Penobscot Investment Management
Massachusetts
$236K +$7.99K +20 +3%
FWSM
2327
First Wilshire Securities Management
California
$233K – – –
EAM
2328
Empirical Asset Management
Massachusetts
$233K +$799 +2 +0.3%
PAM
2329
Private Asset Management
California
$232K – – –
SW
2330
Solidarity Wealth
Utah
$232K +$6.39K +16 +3%
CG
2331
Corundum Group
Colorado
$231K -$399 -1 -0.2%
CHC
2332
City Holding Co
West Virginia
$231K – – –
SSCA
2333
South Shore Capital Advisors
Massachusetts
$230K – – –
SFG
2334
Synergy Financial Group
California
$230K – – –
TAM
2335
Taurus Asset Management
New York
$230K – – –
HIS
2336
Harvest Investment Services
Illinois
$229K -$274K -687 -52%
OPOWM
2337
One Plus One Wealth Management
Florida
$229K -$5.99K -15 -2%
HTHT
2338
Hemenway Trust Hemenway Trust
New Hampshire
$229K +$399 +1 +0.2%
FWM
2339
FSA Wealth Management
Massachusetts
$229K +$254K +637 New
HIM
2340
Hotaling Investment Management
Pennsylvania
$228K -$5.99K -15 -2%
ST
2341
Sabal Trust
Florida
$226K -$139K -349 -36%
CCM
2342
Cribstone Capital Management
Maine
$226K -$3.99K -10 -2%
BPM
2343
Bowling Portfolio Management
Ohio
$226K – – –
WFA
2344
West Financial Advisors
Iowa
$226K +$43.5K +109 +21%
BWM
2345
BlackDiamond Wealth Management
New York
$225K -$240K -601 -51%
CF
2346
Copperwynd Financial
Arizona
$225K – – –
LF
2347
LifeSteps Financial
California
$225K – – –
HHAA
2348
Henry H. Armstrong Associates
Pennsylvania
$224K – – –
MWM
2349
MY Wealth Management
Maryland
$224K – – –
OFP
2350
OLIO Financial Planning
Virginia
$223K – – –
92 93
94
95 96