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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
376
Valeo Financial Advisors
Indiana
$17.3M +$2.33M +8,581 +14%
SHGA
377
Sand Hill Global Advisors
California
$17.1M +$1.12M +4,125 +6%
NPF
378
Norris Perne & French
Michigan
$16.9M +$48.9K +180 +0.3%
BCM
379
BTC Capital Management
Iowa
$16.9M +$1.24M +4,558 +7%
TF
380
TimeScale Financial
Massachusetts
$16.9M +$18.2M +66,968 New
CWM
381
Confluence Wealth Management
Oregon
$16.8M +$1.77M +6,525 +11%
DSA
382
Droms Strauss Advisors
Missouri
$16.2M +$17.5M +64,376 New
BC
383
Brinker Capital
Pennsylvania
$16.2M +$17.2M +63,246 +5,878%
BIM
384
Bridges Investment Management
Nebraska
$16M +$7.65M +28,188 +79%
WTB
385
Washington Trust Bank
Washington
$16M – – –
CFGS
386
Concourse Financial Group Securities
Alabama
$16M +$12M +44,368 +233%
GPA
387
Guidance Point Advisors
Massachusetts
$15.8M +$17.2M +63,377 New
IWP
388
Icon Wealth Partners
Texas
$15.8M +$2.76M +10,156 +19%
HHGA
389
Halbert Hargrove Global Advisors
California
$15.6M +$16.1M +59,188 +2,005%
K
390
Kemper
Illinois
$15.6M – – –
KTA
391
Keeley-Teton Advisors
Illinois
$15.5M +$1.1M +4,058 +7%
IIC
392
Integrated Investment Consultants
Michigan
$15.5M +$478K +1,760 +3%
PIMJS
393
PKO Investment Management Joint-Stock
Poland
$15.3M +$2.6M +9,592 +19%
RIA
394
Regal Investment Advisors
Michigan
$15.2M +$962K +3,541 +6%
MAFM
395
Mid Atlantic Financial Management
Pennsylvania
$15.1M +$16.3M +60,175 New
CA
396
Cornerstone Advisory
Maryland
$15.1M -$493K -1,817 -3%
MFS
397
Monetta Financial Services
Illinois
$15.1M -$2.72M -10,000 -14%
VCM
398
Vision Capital Management
Oregon
$15.1M +$1.67M +6,152 +11%
MAS
399
Managed Account Services
Florida
$15.1M +$24.4K +90 +0.2%
TF
400
Trek Financial
Arizona
$14.9M +$16.1M +59,230 New
14 15
16
17 18