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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
MIS
351
Morningstar Investment Services
Illinois
$86.4M +$2.36M +4,236 +3%
SAM
352
Standpoint Asset Management
Arizona
$86.2M +$9.45M +17,000 +13%
KWMG
353
King Wealth Management Group
Florida
$85.9M +$90.6K +163 +0.1%
CC
354
Courier Capital
New York
$85M +$813K +1,462 +1%
ONB
355
Old National Bancorp
Indiana
$84.7M +$980K +1,763 +1%
RCM
356
Requisite Capital Management
Texas
$83.8M +$5.1M +9,170 +7%
TC
357
TownSquare Capital
Utah
$83.6M +$5.28M +9,492 +7%
QC
358
Qalhat Capital
British Virgin Islands
$83M -$20.2M -36,252 -20%
II
359
Ironclad Investments
Florida
$82.9M – – –
JF
360
JSF Financial
California
$81.5M +$6.56M +11,790 +9%
RCA
361
Resonant Capital Advisors
Wisconsin
$81.1M +$3.24M +5,830 +4%
PWA
362
Physician Wealth Advisors
Utah
$80.7M -$2.21M -3,970 -3%
GWM
363
Geneos Wealth Management
Colorado
$80M -$658K -1,184 -0.8%
FA
364
Fiducient Advisors
Illinois
$79.7M +$4.37M +7,856 +6%
HNB
365
Huntington National Bank
Ohio
$79.6M – – –
PP
366
PDS Planning
Ohio
$78.9M +$16M +28,774 +27%
DP
367
Divergent Planning
Maryland
$78.3M +$958K +1,723 +1%
CRC
368
Curi RMB Capital
Illinois
$78.2M +$5.66M +10,171 +8%
RIA
369
Regal Investment Advisors
Michigan
$78.1M -$2.28M -4,094 -3%
MCM
370
MV Capital Management
Maryland
$78M -$537K -966 -0.7%
ACM
371
Arcataur Capital Management
Wisconsin
$77.9M -$1.34M -2,419 -2%
PRA
372
Pine Ridge Advisers
New York
$77.8M – – –
CTB
373
Country Trust Bank
Illinois
$77.8M +$91.2K +164 +0.1%
PIM
374
Parker Investment Management
California
$77.2M +$20M +35,932 +37%
WA
375
Wilshire Advisors
California
$77.1M -$1.89M -3,403 -2%
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