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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
MIS
251
Morningstar Investment Services
Illinois
$63.7M +$14.9M +36,268 +28%
PFM
252
Parsec Financial Management
North Carolina
$63.6M +$4.84M +11,761 +8%
GT
253
Glenmede Trust
Pennsylvania
$63.2M +$945K +2,298 +1%
FIB
254
First Interstate Bank
Montana
$62.9M +$2.89M +7,025 +4%
WBG
255
Wharton Business Group
Pennsylvania
$62.8M -$280K -680 -0.4%
BDF
256
Balasa Dinverno & Foltz
$62.7M -$325K -789 -0.5%
BS
257
Bessemer Securities
New York
$62.5M – – –
CS
258
Comerica Securities
Michigan
$62.4M +$1.22M +2,955 +2%
NRA
259
NSI Retail Advisors
Pennsylvania
$61.8M +$49.7M +120,800 +286%
SHJ
260
Sharkey, Howes & Javer
Colorado
$61.8M +$5.11M +12,426 +8%
PWA
261
Physician Wealth Advisors
Utah
$61.8M -$698K -1,696 -1%
SIM
262
SSI Investment Management
California
$61.4M +$125K +304 +0.2%
CAM
263
Chandler Asset Management
California
$61.3M +$913K +2,220 +1%
AFS
264
Amtrust Financial Services
New York
$61M – – –
TLFA
265
True Link Financial Advisors
California
$60.9M +$483K +1,173 +0.7%
VFIC
266
Valley Forge Investment Consultants
Pennsylvania
$60.8M +$965K +2,346 +1%
BRWA
267
B. Riley Wealth Advisors
Florida
$60.3M -$11.9M -28,836 -15%
BWP
268
BSW Wealth Partners
Colorado
$60.2M +$751K +1,826 +1%
RSWM
269
Robertson Stephens Wealth Management
California
$60.1M +$16.4M +39,959 +34%
TIM
270
Tortoise Investment Management
New York
$59.8M -$910K -2,213 -1%
FCFC
271
First Commonwealth Financial Corp
Pennsylvania
$59.8M -$1.58M -3,849 -2%
CI
272
Conning Inc
Connecticut
$59.5M -$652K -1,585 -1%
ONB
273
Old National Bancorp
Indiana
$59.1M +$9.99M +24,279 +18%
MHS
274
M Holdings Securities
Oregon
$59M -$8.13M -19,762 -11%
ANTB
275
AMG National Trust Bank
Colorado
$58.6M -$997K -2,423 -2%
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