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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
$290K -$10.3K -23 -3%
HTHT
2352
Hemenway Trust Hemenway Trust
New Hampshire
$290K – – –
SBIA
2353
Sheaff Brock Investment Advisors
Indiana
$290K +$10.7K +24 +4%
VFPI
2354
Vantage Financial Partners (Illinois)
Illinois
$289K +$66.2K +148 +30%
BWL
2355
Bogart Wealth LLC
Virginia
$289K -$54.6K -122 -16%
PIM
2356
Penobscot Investment Management
Massachusetts
$289K – – –
CAMV
2357
Concord Asset Management (Virginia)
Virginia
$286K -$142K -317 -33%
BPM
2358
Bowling Portfolio Management
Ohio
$285K – – –
OPCM
2359
Osborne Partners Capital Management
California
$284K -$45.2K -101 -14%
HHAA
2360
Henry H. Armstrong Associates
Pennsylvania
$284K – – –
LF
2361
LifeSteps Financial
California
$284K – – –
MWM
2362
MY Wealth Management
Maryland
$284K – – –
AWP
2363
Abacus Wealth Partners
California
$282K -$23.7K -53 -8%
NC
2364
NewSquare Capital
Pennsylvania
$282K +$273K +611 +6,110%
FNBSF
2365
First National Bank Sioux Falls
South Dakota
$281K -$2.68K -6 -1%
BWL
2366
Beacon Wealthcare LLC
North Carolina
$281K – – –
LRWA
2367
Long Run Wealth Advisors
New York
$281K +$1.34K +3 +0.5%
CPA
2368
Capital Planning Advisors
California
$280K – – –
TA
2369
TFG Advisers
Michigan
$280K +$447 +1 +0.2%
RSS
2370
Rosenblum Silverman Sutton
California
$279K – – –
MSR
2371
Main Street Research
Connecticut
$278K -$1.03M -2,303 -79%
GWA
2372
GGM Wealth Advisors
Maryland
$277K +$277K +620 New
IWP
2373
Innova Wealth Partners
Pennsylvania
$276K – – –
FWA
2374
FSC Wealth Advisors
New York
$275K -$7.16K -16 -3%
PWM
2375
Prentice Wealth Management
New York
$275K – – –
93 94
95
96 97