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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
GAG
351
GM Advisory Group
New York
$3.59M +$125K +602 +4%
MFW
352
Meristem Family Wealth
Minnesota
$3.58M +$891K +4,288 +33%
PFS
353
Prospera Financial Services
Texas
$3.52M -$127K -610 -3%
DY
354
Dowling & Yahnke
California
$3.5M -$37.4K -180 -1%
AIP
355
Ameritas Investment Partners
Nebraska
$3.5M +$219K +1,054 +7%
FC
356
Financial Consulate
Maryland
$3.43M -$838K -4,030 -20%
MCC
357
Mid Continent Capital
Illinois
$3.38M – – –
VNIM
358
Vaughan Nelson Investment Management
Texas
$3.37M +$1.78M +8,550 +111%
WCWM
359
Wooster Corthell Wealth Management
Connecticut
$3.37M -$161K -775 -5%
BPC
360
Banque Pictet & Cie
Switzerland
$3.36M -$633K -3,045 -16%
RTS
361
Round Table Services
New Jersey
$3.35M +$732K +3,523 +28%
BTS
362
BB&T Securities
Virginia
$3.33M -$2.55M -12,287 -43%
WP
363
WMS Partners
Maryland
$3.33M – – –
HCC
364
Hirtle Callaghan & Co
Pennsylvania
$3.26M – – –
RPG
365
Risk Paradigm Group
Texas
$3.13M +$3.13M +15,060 New
PTC
366
Private Trust Company
Ohio
$3.1M +$382K +1,838 +14%
PWLP
367
Prio Wealth Limited Partnership
Massachusetts
$3.07M +$120K +577 +4%
RWA
368
Ropes Wealth Advisors
Massachusetts
$3.06M +$3.06M +14,717 New
CTC
369
Central Trust Company
Missouri
$3.06M -$22.9K -110 -0.7%
DG
370
Davidson & Garrard
Virginia
$3.05M +$11.2K +54 +0.4%
SS
371
Simplicity Solutions
Minnesota
$3.04M +$267K +1,286 +10%
NEAM
372
New England Asset Management
Connecticut
$3.03M – – –
AA
373
Ancora Advisors
Ohio
$3.02M -$3.13M -15,063 Closed
SCA
374
Samson Capital Advisors
New York
$3.02M +$266K +1,280 +10%
BFG
375
Beacon Financial Group
Texas
$3M -$2.71M -13,019 -48%
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