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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
GT
251
Glenmede Trust
Pennsylvania
$66.5M +$3.9M +10,098 +6%
SIRP
252
Shelter Insurance Retirement Plan
Missouri
$66.4M -$24.2M -62,722 -27%
TLFA
253
True Link Financial Advisors
California
$66.3M +$1.15M +2,983 +2%
SWM
254
Spire Wealth Management
Virginia
$66.1M +$553K +1,433 +0.8%
OWM
255
Orgel Wealth Management
Wisconsin
$65.9M +$23M +59,556 +53%
FMWA
256
Forvis Mazars Wealth Advisors
Missouri
$65.6M +$1.06M +2,746 +2%
HFA
257
High Falls Advisors
New York
$65.4M +$72.6K +188 +0.1%
CS
258
Comerica Securities
Michigan
$65.1M +$822K +2,130 +1%
HH
259
HWG Holdings
Texas
$64.4M -$11.4M -29,485 -15%
WA
260
Wilshire Advisors
California
$64.2M -$1.03M -2,670 -2%
GAM
261
Gotham Asset Management
New York
$64M +$7.58M +19,634 +13%
TCM
262
Twele Capital Management
Minnesota
$63.8M -$93.8K -243 -0.1%
DADC
263
D.A. Davidson & Co
Montana
$63.5M -$1.93M -5,007 -3%
QCG
264
Quadrant Capital Group
Ohio
$63.2M +$7.01M +18,166 +12%
WBG
265
Wharton Business Group
Pennsylvania
$63.1M -$30.1K -78 -0%
NL
266
NWAM LLC
Washington
$62.9M +$1.21M +3,129 +2%
LF
267
Lee Financial
Texas
$62.6M +$2.38M +6,155 +4%
VFA
268
Valeo Financial Advisors
Indiana
$62.4M +$7.22M +18,700 +13%
CAM
269
Chandler Asset Management
California
$62.1M – – –
MHS
270
M Holdings Securities
Oregon
$62.1M +$9.7M +25,145 +18%
KA
271
Kovack Advisors
Florida
$62M +$6.01M +15,564 +11%
GSAM
272
Grant Street Asset Management
Pennsylvania
$61.8M -$5.39M -13,954 -8%
AFS
273
Amtrust Financial Services
New York
$61.8M – – –
MIS
274
Morningstar Investment Services
Illinois
$61.2M -$1.12M -2,910 -2%
SCA
275
St. Clair Advisors
Ohio
$61.1M +$1.21M +3,135 +2%
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