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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
MCWS
376
McKinley Carter Wealth Services
West Virginia
$8.43M +$2.71M +11,574 +48%
HT
377
Hefren-Tillotson
Pennsylvania
$8.4M +$978K +4,180 +13%
IDBONY
378
Israel Discount Bank of New York
New York
$8.38M +$513K +2,193 +7%
SSWM
379
Sheets Smith Wealth Management
North Carolina
$8.24M -$183K -784 -2%
AWM
380
AE Wealth Management
Kansas
$8.22M -$123K -524 -1%
CA
381
Capital Advantage
California
$8.08M -$1.16M -4,973 -13%
HSA
382
HBK Sorce Advisory
Pennsylvania
$8.07M -$94.5K -404 -1%
CAM
383
Capstone Asset Management
Texas
$8.06M -$1.47M -6,281 -16%
RWG
384
Regal Wealth Group
California
$8.05M -$7.02K -30 -0.1%
TWA
385
TCI Wealth Advisors
Arizona
$8.05M +$50.1K +214 +0.6%
CCA
386
Cobblestone Capital Advisors
New York
$8.01M +$115K +491 +1%
KCM
387
Kanawha Capital Management
Virginia
$7.99M +$123K +524 +2%
MWM
388
Mascoma Wealth Management
New Hampshire
$7.91M +$1.44M +6,153 +23%
BFG
389
Barber Financial Group
Kansas
$7.89M -$494K -2,114 -6%
HH
390
HWG Holdings
Texas
$7.85M -$4.25M -18,154 -35%
1IA
391
1834 Investment Advisors
Wisconsin
$7.84M -$322K -1,377 -4%
CL
392
CPWM LLC
Washington
$7.83M -$182K -778 -2%
CCM
393
Coldstream Capital Management
Washington
$7.67M +$4.17M +17,808 +122%
IAA
394
Independent Advisor Alliance
North Carolina
$7.67M +$7.59M +32,457 New
MSA
395
Mason Street Advisors
Wisconsin
$7.66M +$181K +775 +2%
BFA
396
Beaumont Financial Advisors
Massachusetts
$7.61M -$64.1K -274 -0.8%
PWLP
397
Prio Wealth Limited Partnership
Massachusetts
$7.58M +$944K +4,036 +14%
LA
398
Lynch & Associates
Indiana
$7.58M +$131K +558 +2%
LNC
399
Lincoln National Corp
Pennsylvania
$7.56M +$517K +2,211 +7%
JFG
400
JMG Financial Group
Illinois
$7.51M +$367K +1,569 +5%
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