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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
2351
Cribstone Capital Management
Maine
$316K -$3.23K -7 -1%
MIC
2352
Meridian Investment Counsel
California
$315K – – –
KCM
2353
Kathmere Capital Management
Pennsylvania
$311K -$59K -128 -16%
HIM
2354
Hotaling Investment Management
Pennsylvania
$310K – – –
ACA
2355
Aspire Capital Advisors
Washington
$307K +$296K +643 New
SFG
2356
Synergy Financial Group
California
$306K +$295K +641 New
SSCA
2357
South Shore Capital Advisors
Massachusetts
$306K +$296K +642 New
HTHT
2358
Hemenway Trust Hemenway Trust
New Hampshire
$305K -$219K -476 -43%
HGWM
2359
Horst & Graben Wealth Management
Oregon
$305K +$74.2K +161 +34%
PIM
2360
Penobscot Investment Management
Massachusetts
$304K – – –
SCM
2361
Schnieders Capital Management
California
$303K – – –
OFP
2362
OLIO Financial Planning
Virginia
$301K +$291K +632 New
BPM
2363
Bowling Portfolio Management
Ohio
$300K – – –
WWG
2364
West Wealth Group
California
$300K +$290K +629 New
FNBSF
2365
First National Bank Sioux Falls
South Dakota
$299K – – –
LF
2366
LifeSteps Financial
California
$299K – – –
EAM
2367
Empirical Asset Management
Massachusetts
$299K +$289K +627 New
PIN
2368
Prudent Investors Network
California
$298K -$30.9K -67 -10%
HHAA
2369
Henry H. Armstrong Associates
Pennsylvania
$298K – – –
MWM
2370
MY Wealth Management
Maryland
$298K +$288K +625 New
FWA
2371
FSC Wealth Advisors
New York
$297K +$287K +622 New
BWL
2372
Beacon Wealthcare LLC
North Carolina
$296K +$286K +620 New
CPA
2373
Capital Planning Advisors
California
$295K +$285K +618 New
CAC
2374
Core Alternative Capital
Georgia
$295K +$285K +618 New
LRWA
2375
Long Run Wealth Advisors
New York
$295K +$285K +619 New
93 94
95
96 97