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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
FAIM
326
Financial Advocates Investment Management
Washington
$16.5M +$2.04M +7,497 +14%
IIC
327
Integrated Investment Consultants
Michigan
$16.5M -$158K -580 -1%
PWS
328
Paragon Wealth Strategies
Florida
$16.3M +$1.57M +5,766 +11%
CC
329
Cadinha & Co
Hawaii
$16.3M +$704K +2,588 +5%
WCM
330
Windsor Capital Management
Arizona
$16.3M -$438K -1,610 -3%
FNT
331
First National Trust
Pennsylvania
$16.2M +$1.99M +7,308 +14%
SLF
332
Sun Life Financial
Ontario, Canada
$16.2M +$11.8M +43,475 +277%
CA
333
Cornerstone Advisory
Maryland
$16M +$51.4K +189 +0.3%
MIAN
334
Mariner Independent Advisor Network
Kansas
$15.9M -$18.4M -67,639 -54%
HI
335
Hudock Inc
Pennsylvania
$15.9M +$22K +81 +0.1%
WTC
336
WhitTier Trust Company
Nevada
$15.8M +$315K +1,158 +2%
LCOV
337
London Company of Virginia
Virginia
$15.8M -$557K -2,046 -3%
KTA
338
Keeley-Teton Advisors
Illinois
$15.6M +$540K +1,986 +4%
EWM
339
Evercore Wealth Management
New York
$15.5M +$3.72M +13,686 +32%
MAS
340
Managed Account Services
Florida
$15.4M -$246K -906 -2%
GAG
341
GM Advisory Group
New York
$15.4M +$426K +1,565 +3%
LFAS
342
Level Four Advisory Services
Texas
$15.4M +$7.07K +26 +0%
AWA
343
Artemis Wealth Advisors
New York
$15.4M +$15.1M +55,423 +5,834%
WAG
344
Winthrop Advisory Group
Massachusetts
$15.3M +$3.94M +14,480 +35%
RRC
345
Relaxing Retirement Coach
Massachusetts
$15.2M +$3.78M +13,893 +33%
WFWM
346
Wechter Feldman Wealth Management
New Jersey
$15.1M -$690K -2,535 -4%
LF
347
Lee Financial
Texas
$15.1M +$2.21M +8,107 +17%
MFT
348
Moisand Fitzgerald Tamayo
Florida
$15M -$505K -1,855 -3%
SIAM
349
Sterling Investment Advisors (Missouri)
Missouri
$14.7M -$293K -1,077 -2%
SPIA
350
Strategic Point Investment Advisors
Rhode Island
$14.7M +$6.71M +24,660 +85%
12 13
14
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