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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
BFIM
2451
Beese Fulmer Investment Management
Ohio
$274K +$275K +713 New
DIP
2452
DT Investment Partners
Pennsylvania
$274K – – –
CWP
2453
Cyndeo Wealth Partners
Florida
$273K +$274K +711 New
SPWM
2454
Spartan Planning & Wealth Management
North Carolina
$272K +$243K +630 +808%
CAM
2455
Columbia Asset Management
Michigan
$272K – – –
PMG
2456
Private Management Group
California
$271K +$50.6K +131 +23%
RIM
2457
Regent Investment Management
Kentucky
$270K – – –
SMI
2458
Shelter Mutual Insurance
Missouri
$269K – – –
CIA
2459
Caerus Investment Advisors
Texas
$269K -$1.03M -2,675 -79%
RG
2460
Rathbones Group
United Kingdom
$268K – – –
EA
2461
Ellsworth Advisors
Ohio
$267K +$262K +679 New
SIAG
2462
Safeguard Investment Advisory Group
California
$267K +$386 +1 +0.1%
BIA
2463
Benchmark Investment Advisors
Illinois
$266K +$268K +694 New
BC
2464
Bowman & Company
Wisconsin
$266K +$267K +693 New
GWA
2465
GGM Wealth Advisors
Maryland
$265K +$48.6K +126 +23%
NG
2466
NWK Group
California
$263K – – –
FMTCOCP
2467
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$263K – – –
AIC
2468
Argus Investors Counsel
New York
$263K -$1.16K -3 -0.4%
TWM
2469
TriaGen Wealth Management
California
$262K +$263K +681 New
SWIG
2470
Strategic Wealth Investment Group
Kentucky
$260K -$61.4K -159 -19%
CHC
2471
City Holding Co
West Virginia
$259K +$12K +31 +5%
BCP
2472
Blue Chip Partners
Michigan
$259K +$386 +1 +0.1%
CPA
2473
Capital Planning Advisors
California
$259K +$260K +673 New
GWM
2474
Grand Wealth Management
Michigan
$258K +$217K +563 +517%
QCM
2475
Quantinno Capital Management
New York
$258K -$286K -741 -52%
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99
100 101