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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
HIM
2351
Hotaling Investment Management
Pennsylvania
$310K – – –
ACA
2352
Aspire Capital Advisors
Washington
$307K +$296K +643 New
SFG
2353
Synergy Financial Group
California
$306K +$295K +641 New
SSCA
2354
South Shore Capital Advisors
Massachusetts
$306K +$296K +642 New
HTHT
2355
Hemenway Trust Hemenway Trust
New Hampshire
$305K -$219K -476 -43%
HGWM
2356
Horst & Graben Wealth Management
Oregon
$305K +$74.2K +161 +34%
PIM
2357
Penobscot Investment Management
Massachusetts
$304K – – –
SCM
2358
Schnieders Capital Management
California
$303K – – –
OFP
2359
OLIO Financial Planning
Virginia
$301K +$291K +632 New
BPM
2360
Bowling Portfolio Management
Ohio
$300K – – –
WWG
2361
West Wealth Group
California
$300K +$290K +629 New
FNBSF
2362
First National Bank Sioux Falls
South Dakota
$299K – – –
LF
2363
LifeSteps Financial
California
$299K – – –
EAM
2364
Empirical Asset Management
Massachusetts
$299K +$289K +627 New
PIN
2365
Prudent Investors Network
California
$298K -$30.9K -67 -10%
HHAA
2366
Henry H. Armstrong Associates
Pennsylvania
$298K – – –
MWM
2367
MY Wealth Management
Maryland
$298K +$288K +625 New
FWA
2368
FSC Wealth Advisors
New York
$297K +$287K +622 New
BWL
2369
Beacon Wealthcare LLC
North Carolina
$296K +$286K +620 New
CPA
2370
Capital Planning Advisors
California
$295K +$285K +618 New
CAC
2371
Core Alternative Capital
Georgia
$295K +$285K +618 New
LRWA
2372
Long Run Wealth Advisors
New York
$295K +$285K +619 New
TA
2373
TFG Advisers
Michigan
$294K -$4.15K -9 -1%
SBIA
2374
Sheaff Brock Investment Advisors
Indiana
$294K – – –
RSS
2375
Rosenblum Silverman Sutton
California
$293K – – –
93 94
95
96 97