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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
PJSIMP
276
P.J. Schmidt Investment Management (PJS)
Wisconsin
$6.81M +$231K +1,093 +3%
CAG
277
Crestwood Advisors Group
Massachusetts
$6.76M +$6.91M +32,618 New
ZB
278
Zions Bancorporation
Utah
$6.73M +$2.42M +11,409 +54%
KCM
279
Kanawha Capital Management
Virginia
$6.69M +$197K +930 +3%
EWM
280
Evercore Wealth Management
New York
$6.69M +$310K +1,465 +5%
MPWT
281
MassMutual Private Wealth & Trust
Connecticut
$6.56M -$369K -1,741 -5%
IH
282
IFC Holdings
Florida
$6.43M -$1.71M -8,072 -21%
CB
283
Chemical Bank
Michigan
$6.43M +$260K +1,226 +4%
TWA
284
TCI Wealth Advisors
Arizona
$6.42M +$180K +852 +3%
WB
285
Webster Bank
Connecticut
$6.39M +$30.5K +144 +0.5%
ANB
286
Amarillo National Bank
Texas
$6.31M +$869K +4,104 +16%
ST
287
Sageworth Trust
Pennsylvania
$6.25M -$2.96K -14 -0%
SC
288
Savant Capital
Illinois
$6.16M -$482K -2,276 -7%
CW
289
Cobiz Wealth
Colorado
$6.15M +$493K +2,330 +9%
FAAS
290
First Allied Advisory Services
California
$6.08M -$4.92M -23,221 -44%
CIR
291
Clear Investment Research
Georgia
$6.07M +$251K +1,186 +4%
SSWM
292
Sheets Smith Wealth Management
North Carolina
$6.01M -$28.4K -134 -0.5%
UFA
293
US Financial Advisors
Massachusetts
$6M -$194K -918 -3%
HW
294
Hancock Whitney
Mississippi
$5.92M – – –
JFG
295
JMG Financial Group
Illinois
$5.82M -$74.3K -351 -1%
ATC
296
Argent Trust Co
Tennessee
$5.68M +$315K +1,488 +6%
IA
297
Ibbotson Associates
Illinois
$5.62M +$275K +1,299 +5%
FA
298
FCG Advisors
New Jersey
$5.49M +$751K +3,545 +15%
VIA
299
Vantage Investment Advisors
Pennsylvania
$5.46M -$4.23M -19,981 -43%
NPF
300
Norris Perne & French
Michigan
$5.37M +$347K +1,638 +7%
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