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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
226
Coldstream Capital Management
Washington
$33.5M +$5.37M +20,489 +20%
EIA
227
Eldridge Investment Advisors
New Hampshire
$33.3M +$32.2M +123,136 New
PWA
228
Peterson Wealth Advisors
Utah
$33M +$32.2M +122,867 New
BOCM
229
Bontempo Ohly Capital Management
Maryland
$32.9M -$2.47M -9,430 -7%
RTS
230
Round Table Services
New Jersey
$32.6M +$150K +572 +0.5%
PP
231
Palladium Partners
Virginia
$32.5M -$563K -2,148 -2%
APSP
232
Asset Planning Services (Pennsylvania)
Pennsylvania
$32.4M +$2.53M +9,671 +9%
FTUS
233
Flow Traders U.S.
New York
$32.2M +$31.4M +119,917 New
AWM
234
Avondale Wealth Management
Texas
$31.9M +$31.1M +118,570 New
IA
235
IFP Advisors
Florida
$31.8M +$110K +419 +0.4%
CB
236
Commerce Bank
Missouri
$31M -$257K -981 -0.8%
GAG
237
GM Advisory Group
New York
$30.9M +$266K +1,016 +0.9%
BHWM
238
Bar Harbor Wealth Management
New Hampshire
$30.8M +$21.7K +83 +0.1%
CWM
239
Cornerstone Wealth Management
Missouri
$30.7M -$211K -806 -0.7%
OC
240
Oppenheimer & Co
New York
$30.4M +$278K +1,060 +0.9%
BAC
241
Boys Arnold & Co
North Carolina
$30.2M +$292K +1,114 +1%
SFS
242
Summit Financial Strategies
Ohio
$30.1M -$403K -1,539 -1%
RI
243
RPTC Inc
Wyoming
$29.5M +$17.6M +67,140 +157%
GT
244
Glenmede Trust
Pennsylvania
$29.4M -$7.07K -27 -0%
HNB
245
Huntington National Bank
Ohio
$28.9M – – –
HCMT
246
Highland Capital Management (Tennessee)
Tennessee
$28.3M +$529K +2,019 +2%
TCM
247
TD Capital Management
Tennessee
$28.2M +$513K +1,958 +2%
WT
248
Whittier Trust
California
$27.9M +$1.45M +5,540 +6%
HA
249
Harfst & Associates
Wyoming
$27.8M +$1.4M +5,362 +5%
NA
250
Neuburgh Advisers
California
$27.8M -$23M -87,856 -46%
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