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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
KWMG
351
King Wealth Management Group
Florida
$8.18M +$1.22M +5,564 +18%
MIS
352
Morningstar Investment Services
Illinois
$8.14M +$229K +1,041 +3%
SSWM
353
Sheets Smith Wealth Management
North Carolina
$7.99M -$52.3K -238 -0.7%
SCA
354
Snowden Capital Advisors
New York
$7.99M +$3.03M +13,764 +63%
PJSIMP
355
P.J. Schmidt Investment Management (PJS)
Wisconsin
$7.97M +$807K +3,674 +12%
BFG
356
Barber Financial Group
Kansas
$7.96M +$7.77M +35,355 New
AWM
357
AE Wealth Management
Kansas
$7.92M +$7.73M +35,185 New
SC
358
Scotia Capital
Ontario, Canada
$7.85M -$3.44M -15,650 -31%
FAAS
359
First Allied Advisory Services
California
$7.84M +$3.71M +16,883 +94%
1IA
360
1834 Investment Advisors
Wisconsin
$7.75M +$1.09M +4,955 +17%
HSA
361
HBK Sorce Advisory
Pennsylvania
$7.74M +$53.4K +243 +0.7%
RWG
362
Regal Wealth Group
California
$7.64M +$378K +1,718 +5%
FPFS
363
First Personal Financial Services
North Carolina
$7.63M +$3.05M +13,867 +69%
EIM
364
ExxonMobil Investment Management
Texas
$7.63M -$6.87M -31,250 -48%
CL
365
CPWM LLC
Washington
$7.6M -$1.81M -8,254 -20%
SFG
366
StrategIQ Financial Group
Indiana
$7.59M +$848K +3,859 +13%
TWA
367
TCI Wealth Advisors
Arizona
$7.58M -$172K -781 -2%
SI
368
SII Investments
Wisconsin
$7.56M +$32.7K +149 +0.4%
CCA
369
Cobblestone Capital Advisors
New York
$7.48M -$53.6K -244 -0.7%
KCM
370
Kanawha Capital Management
Virginia
$7.46M -$27.5K -125 -0.4%
IDBONY
371
Israel Discount Bank of New York
New York
$7.46M +$7.28M +33,139 New
DE
372
Day & Ennis
Georgia
$7.38M -$766K -3,486 -10%
BFA
373
Beaumont Financial Advisors
Massachusetts
$7.28M +$2.57M +11,682 +57%
CS
374
Comerica Securities
Michigan
$7.24M -$8.85M -40,282 -54%
DG
375
Davidson & Garrard
Virginia
$7.14M +$945K +4,300 +16%
13 14
15
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