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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
326
Cornerstone Advisors
North Carolina
$20.5M +$20.1M +70,000 New
SHIM
327
Stone House Investment Management
Pennsylvania
$20.4M +$659K +2,299 +3%
CS
328
Credit Suisse
Switzerland
$20.4M +$7.5M +26,141 +60%
PWLP
329
Prio Wealth Limited Partnership
Massachusetts
$19.9M +$2.03M +7,087 +12%
GHCM
330
Glen Harbor Capital Management
California
$19.7M +$652K +2,272 +3%
NPF
331
Norris Perne & French
Michigan
$19.7M +$317K +1,104 +2%
PHAM
332
Palisades Hudson Asset Management
Florida
$19.6M -$1.7M -5,941 -8%
SHGA
333
Sand Hill Global Advisors
California
$18.7M -$2.58K -9 -0%
WTB
334
Washington Trust Bank
Washington
$18.6M – – –
FCFC
335
First Commonwealth Financial Corp
Pennsylvania
$18.4M +$18.1M +62,934 New
BCM
336
BTC Capital Management
Iowa
$18.3M +$17.9M +62,492 New
DE
337
Day & Ennis
Georgia
$18.2M +$3.06M +10,652 +21%
K
338
Kemper
Illinois
$18.2M – – –
CA
339
Cornerstone Advisory
Maryland
$18.1M +$916K +3,192 +5%
FTUS
340
Flow Traders U.S.
New York
$18.1M +$16.3M +56,801 +1,147%
SSW
341
Smith Shellnut Wilson
Mississippi
$17.7M +$17.3M +60,421 New
SC
342
Savant Capital
Illinois
$17.7M +$9.65M +33,648 +126%
CWM
343
Confluence Wealth Management
Oregon
$17.7M -$656K -2,286 -4%
WTC
344
WhitTier Trust Company
Nevada
$17.6M +$600K +2,091 +4%
FNT
345
First National Trust
Pennsylvania
$17.6M +$148K +516 +0.9%
IIC
346
Integrated Investment Consultants
Michigan
$17.5M -$152K -530 -0.9%
MSA
347
Mason Street Advisors
Wisconsin
$17.5M -$3.6M -12,550 -17%
SLF
348
Sun Life Financial
Ontario, Canada
$17.3M – – –
EWM
349
Evercore Wealth Management
New York
$17.2M +$576K +2,009 +4%
CC
350
Cadinha & Co
Hawaii
$17.1M -$374K -1,305 -2%
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