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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
226
Cornerstone Wealth Management
Missouri
$24.3M +$4.21M +17,985 +21%
RTS
227
Round Table Services
New Jersey
$24.1M +$5.81M +24,852 +32%
WT
228
Whittier Trust
California
$23.8M -$70.6K -302 -0.3%
PP
229
Pegasus Partners
Wisconsin
$23.8M -$646K -2,760 -3%
CA
230
Clearstead Advisors
Ohio
$23.6M +$819K +3,502 +4%
ONB
231
Old National Bancorp
Indiana
$23M +$1.96M +8,360 +9%
APSP
232
Asset Planning Services (Pennsylvania)
Pennsylvania
$22.9M +$2.49M +10,627 +12%
HCMT
233
Highland Capital Management (Tennessee)
Tennessee
$22.6M +$366K +1,566 +2%
GH
234
GAM Holding
Switzerland
$22.5M -$5.03M -21,500 -18%
IF
235
Ironwood Financial
Arizona
$22.3M +$739K +3,160 +3%
GC
236
Grimes & Company
Massachusetts
$21.8M -$5.03M -21,488 -19%
HMC
237
Harvard Management Company
Massachusetts
$21.6M -$6.81M -29,094 -24%
NA
238
Neuburgh Advisers
California
$21.4M +$21.1M +90,100 New
WIP
239
Wellesley Investment Partners
Massachusetts
$21.2M -$280K -1,197 -1%
IA
240
IFP Advisors
Florida
$21.1M +$2.79M +11,928 +16%
WS
241
Wela Strategies
Georgia
$20.9M +$5.01M +21,436 New
PP
242
PagnatoKarp Partners
Virginia
$20.4M -$326K -1,392 -2%
OFG
243
Oxford Financial Group
Indiana
$20.2M -$284K -1,215 -1%
CPSAC
244
Chas P. Smith & Associates (CPS)
Florida
$20.1M -$2.52M -10,765 -11%
SCA
245
Snowden Capital Advisors
New York
$20M +$11.5M +48,993 +138%
EA
246
Efficient Advisors
Ohio
$20M -$557K -2,380 -3%
IFA
247
Interactive Financial Advisors
Illinois
$20M +$125K +535 +0.6%
BTS
248
BB&T Securities
Virginia
$19.9M +$8.18M +34,982 +71%
HCA
249
Heck Capital Advisors
Wisconsin
$19.4M +$2.61M +11,145 +16%
SHGA
250
Sand Hill Global Advisors
California
$19.3M +$436K +1,862 +2%
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