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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
IF
301
Ironwood Financial
Arizona
$32.8M +$52.3K +176 +0.2%
MIAN
302
Mariner Independent Advisor Network
Kansas
$32.6M +$1.85M +6,234 +6%
EPA
303
Element Pointe Advisors
Florida
$32.5M -$46.7K -157 -0.1%
W
304
WealthStone
Ohio
$32.1M +$32M +107,672 New
MIS
305
Morningstar Investment Services
Illinois
$31.8M +$567K +1,909 +2%
WAG
306
Winthrop Advisory Group
Massachusetts
$31.5M +$2.55M +8,576 +9%
STA
307
Summit Trail Advisors
New York
$31.3M +$3.15M +10,609 +11%
HI
308
Human Investing
Oregon
$31.2M +$2M +6,737 +7%
OC
309
Oppenheimer & Co
New York
$31.1M -$1.04M -3,501 -3%
TCM
310
TD Capital Management
Tennessee
$31.1M +$573K +1,928 +2%
HA
311
Harfst & Associates
Wyoming
$31.1M -$713K -2,400 -2%
CPO
312
Cerity Partners OCIO
New York
$30.8M -$671K -2,257 -2%
BC
313
Brinker Capital
Pennsylvania
$30.7M +$10.9M +36,639 +55%
HCA
314
Heck Capital Advisors
Wisconsin
$30.5M -$12.8M -43,047 -30%
JWM
315
Jackson Wealth Management
Florida
$30.5M -$842K -2,834 -3%
WIP
316
Wellesley Investment Partners
Massachusetts
$30.5M +$1.1M +3,712 +4%
KFP
317
KMG Fiduciary Partners
Ohio
$30.4M +$743K +2,501 +3%
ASN
318
Advisory Services Network
Georgia
$30.3M – – –
AAMA
319
Advanced Asset Management Advisors
Ohio
$30.3M -$19.6K -66 -0.1%
SAM
320
Securian Asset Management
Minnesota
$30M – – –
BBHC
321
Brown Brothers Harriman & Co
New York
$29.6M +$5.28M +17,765 +22%
IA
322
IFP Advisors
Florida
$29.3M +$29.3M +98,561 New
HH
323
HWG Holdings
Texas
$29.2M +$20.3M +68,171 +231%
BMCM
324
Bryn Mawr Capital Management
Pennsylvania
$29.1M – – –
LF
325
Lee Financial
Texas
$29.1M -$202K -678 -0.7%
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