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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
GHA
301
Garcia Hamilton & Associates
Texas
$17.4M – – –
PP
302
Prudential plc
United Kingdom
$17.2M -$4.13M -16,625 -20%
SSW
303
Smith Shellnut Wilson
Mississippi
$16.8M +$9.9M +39,876 +150%
LGWM
304
Litman Gregory Wealth Management
California
$16.8M +$106K +425 +0.6%
OFG
305
Oxford Financial Group
Indiana
$16.7M -$5.82M -23,455 -26%
BUB
306
BBVA USA Bancshares
Texas
$16.6M -$396K -1,596 -2%
MAS
307
Managed Account Services
Florida
$16.6M +$56.9K +229 +0.4%
MSA
308
Mason Street Advisors
Wisconsin
$16.5M +$7.33M +29,500 +82%
CA
309
Cornerstone Advisory
Maryland
$16.4M -$82.5K -332 -0.5%
CA
310
Cambridge Associates
Massachusetts
$16.4M +$1.59M +6,384 +11%
GC
311
Grimes & Company
Massachusetts
$16.2M +$238K +960 +2%
WFWM
312
Wechter Feldman Wealth Management
New Jersey
$16.1M -$648K -2,608 -4%
RIA
313
Regal Investment Advisors
Michigan
$16M +$255K +1,026 +2%
KWMG
314
King Wealth Management Group
Florida
$16M +$2.89M +11,625 +23%
VCM
315
Vision Capital Management
Oregon
$16M -$568K -2,289 -3%
NSLI
316
Nan Shan Life Insurance
Taiwan
$16M +$14.9M +59,878 +1,814%
IIC
317
Integrated Investment Consultants
Michigan
$15.6M – – –
HI
318
Hudock Inc
Pennsylvania
$15.6M +$930K +3,743 +6%
RWM
319
Rezny Wealth Management
Florida
$15.5M -$426K -1,714 -3%
MCM
320
Makena Capital Management
California
$15.3M -$22.1M -88,976 -60%
BCM
321
BTC Capital Management
Iowa
$15.1M -$731K -2,945 -5%
CFGF
322
Compass Financial Group (Florida)
Florida
$15M -$192K -774 -1%
BMCM
323
Bryn Mawr Capital Management
Pennsylvania
$15M +$928K +3,738 +7%
I
324
IberiaBank
Louisiana
$14.9M +$10.8M +43,607 +294%
CC
325
Cadinha & Co
Hawaii
$14.9M +$624K +2,511 +4%
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