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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
276
SSI Investment Management
California
$88.2M -$3.69M -8,236 -4%
BWM
277
Baystate Wealth Management
Massachusetts
$87.7M +$875K +1,956 +1%
SCA
278
St. Clair Advisors
Ohio
$87.7M +$8.46M +18,910 +11%
GAM
279
Gotham Asset Management
New York
$87.6M – – –
DADC
280
D.A. Davidson & Co
Montana
$86.8M -$2.49M -5,572 -3%
SAM
281
Satovsky Asset Management
New York
$85.8M -$2.42M -5,412 -3%
FFA
282
First Foundation Advisors
California
$85.5M +$22.8M +50,929 +40%
KA
283
Kovack Advisors
Florida
$84M +$6.62M +14,788 +9%
MFIM
284
Mesirow Financial Investment Management
Illinois
$83.5M +$78.3M +174,837 New
CCFCSB
285
Cape Cod Five Cents Savings Bank
Massachusetts
$83.4M -$95.3M -212,876 -55%
AC
286
Allstate Corporation
Illinois
$83.3M – – –
VFA
287
Valeo Financial Advisors
Indiana
$83.1M +$3.22M +7,188 +4%
AA
288
ALPS Advisors
Colorado
$83M -$580K -1,295 -0.7%
MA
289
Montag & Associates
Georgia
$83M -$2.35M -5,245 -3%
EPA
290
Element Pointe Advisors
Florida
$82.1M -$940K -2,100 -1%
BTI
291
Blue Trust Inc
Georgia
$81.9M +$7.25M +16,193 +9%
MLIC
292
Mandatum Life Insurance Company
Finland
$81.8M +$1.95M +4,361 +3%
RIA
293
Regal Investment Advisors
Michigan
$81.2M +$589K +1,316 +0.8%
FCFC
294
First Commonwealth Financial Corp
Pennsylvania
$80.8M -$4.22M -9,423 -5%
HH
295
HWG Holdings
Texas
$80.4M -$15.6M -34,828 -17%
MCWS
296
McKinley Carter Wealth Services
West Virginia
$79.9M +$1.39M +3,108 +2%
FWCM
297
Ferguson Wellman Capital Management
Oregon
$79.8M +$2.16M +4,832 +3%
FMWA
298
Forvis Mazars Wealth Advisors
Missouri
$79.5M -$475K -1,062 -0.6%
HFS
299
Hantz Financial Services
Michigan
$78.9M -$3.16M -7,062 -4%
SWC
300
Spectrum Wealth Counsel
Indiana
$78.6M +$73.7M +164,652 New
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