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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CPO
326
Cerity Partners OCIO
New York
$33.8M -$2.97M -8,929 -8%
SAM
327
Securian Asset Management
Minnesota
$33.8M – – –
LF
328
Lee Financial
Texas
$33.3M -$505K -1,516 -2%
IWP
329
Icon Wealth Partners
Texas
$33.3M -$420K -1,261 -1%
AFA
330
Atlanta Financial Associates
Georgia
$33M +$881K +2,648 +3%
CS
331
Credit Suisse
Switzerland
$32.6M -$10M -30,143 -24%
PA
332
Pinnacle Associates
New York
$32.4M +$659K +1,979 +2%
BBA
333
BLB&B Advisors
Pennsylvania
$32.4M +$1.6M +4,811 +5%
AIIMS
334
Analyst IMS Investment Management Services
Israel
$32.3M +$1.72M +5,160 +6%
SW
335
SteelPeak Wealth
California
$32.2M -$18.1M -54,531 -36%
WDL
336
Well Done LLC
Michigan
$32.1M -$559K -1,681 -2%
BWM
337
Baystate Wealth Management
Massachusetts
$31.9M -$1.36M -4,092 -4%
MGIA
338
Moneta Group Investment Advisors
Missouri
$31.7M +$2.92M +8,787 +10%
CFGS
339
Concourse Financial Group Securities
Alabama
$31.7M +$1.09M +3,272 +4%
VCM
340
Vision Capital Management
Oregon
$31.6M +$285K +856 +0.9%
CG
341
Colony Group
Massachusetts
$31.4M +$1.15M +3,452 +4%
JF
342
JSF Financial
California
$31.2M -$2.39M -7,169 -7%
MWM
343
MBE Wealth Management
Wisconsin
$30.9M +$37.9K +114 +0.1%
WCM
344
Windham Capital Management
Massachusetts
$30.9M +$30.6M +91,808 New
CPSAC
345
Chas P. Smith & Associates (CPS)
Florida
$30.8M +$322K +967 +1%
AIP
346
Ameritas Investment Partners
Nebraska
$30.8M -$290K -872 -0.9%
KPWG
347
KFA Private Wealth Group
Virginia
$30.7M +$2.24M +6,716 +8%
BWA
348
BDO Wealth Advisors
Florida
$30.7M +$1.05M +3,144 +4%
I
349
INVST
Indiana
$30.6M +$4.35M +13,057 +17%
RA
350
Rational Advisors
New York
$30.5M +$13.9M +41,727 +85%
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