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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
301
Annex Advisory Services
Wisconsin
$7.29M +$407K +1,968 +6%
JHIU
302
Janus Henderson Investors US
Colorado
$7.28M +$204K +989 +3%
MCM
303
Maryland Capital Management
Maryland
$7.23M -$73.5K -356 -1%
BA
304
Bristlecone Advisors
Washington
$7.07M +$7.13M +34,521 New
NEPPG
305
New England Professional Planning Group
Rhode Island
$7.01M +$558K +2,699 +9%
SSWM
306
Sheets Smith Wealth Management
North Carolina
$6.94M +$788K +3,813 +13%
TWA
307
TCI Wealth Advisors
Arizona
$6.88M +$27.7K +134 +0.4%
MPWT
308
MassMutual Private Wealth & Trust
Connecticut
$6.85M +$109K +527 +2%
AIP
309
Ameritas Investment Partners
Nebraska
$6.82M +$1.33M +6,440 +24%
JGC
310
J. Goldman & Co
New York
$6.78M +$3.28M +15,900 +92%
KCM
311
Kanawha Capital Management
Virginia
$6.76M +$81K +392 +1%
BRM
312
Boston Research & Management
Massachusetts
$6.72M +$5.64M +27,282 +495%
TG
313
Threshold Group
Washington
$6.71M +$6.77M +32,773 New
CCS
314
Crosspoint Capital Strategies
California
$6.67M +$6.52M +31,567 +4,542%
WSFS
315
Wilmington Savings Fund Society
Delaware
$6.6M -$43.8K -212 -0.7%
VIA
316
Vantage Investment Advisors
Pennsylvania
$6.56M +$1.13M +5,489 +21%
CIR
317
Clear Investment Research
Georgia
$6.56M +$549K +2,656 +9%
IA
318
Ibbotson Associates
Illinois
$6.52M +$319K +1,544 +5%
JFA
319
JNBA Financial Advisors
Minnesota
$6.48M -$45.7K -221 -0.7%
FNBT
320
FineMark National Bank & Trust
Florida
$6.45M -$288K -1,393 -4%
PJSIMP
321
P.J. Schmidt Investment Management (PJS)
Wisconsin
$6.43M +$148K +717 +2%
RWG
322
Regal Wealth Group
California
$6.42M +$6.47M +31,334 New
TCM
323
Tuttle Capital Management
Connecticut
$6.42M -$3.95M -19,143 -38%
SI
324
SII Investments
Wisconsin
$6.42M -$507K -2,454 -7%
IH
325
IFC Holdings
Florida
$6.37M +$137K +665 +2%
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