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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
HI
376
Hudock Inc
Pennsylvania
$51.1M -$1.19M -2,818 -2%
CCWA
377
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$50.9M -$1.97M -4,676 -4%
SHIM
378
Stone House Investment Management
Pennsylvania
$50.6M +$989K +2,347 +2%
MHS
379
M Holdings Securities
Oregon
$50.3M -$18.7M -44,272 -28%
BF
380
BOK Financial
Oklahoma
$50.1M -$2.51M -5,965 -5%
PFG
381
PAX Financial Group
Texas
$49.8M -$1.13M -2,676 -2%
APTFM
382
AGUR Provident & Training Funds Management
Israel
$49.6M – – –
GL
383
Graypoint LLC
New York
$49.1M +$4.01M +9,524 +9%
WCF
384
West Coast Financial
California
$49M -$10.8M -25,545 -19%
WA
385
Wealth Alliance
New York
$49M +$1.84M +4,372 +4%
CB
386
Community Bank
New York
$48.7M +$2.77M +6,583 +6%
AIP
387
Ameritas Investment Partners
Nebraska
$48.5M +$1.13M +2,684 +3%
SAM
388
Standpoint Asset Management
Arizona
$48.4M +$5.94M +14,100 +15%
KPWG
389
KFA Private Wealth Group
Virginia
$48.4M +$314K +744 +0.7%
PWM
390
Perigon Wealth Management
California
$48.2M +$19.6M +46,519 +76%
OC
391
Oppenheimer & Co
New York
$48.1M +$395K +937 +0.9%
SL
392
SWMG LLC
Texas
$48M +$1.75M +4,154 +4%
HA
393
Harfst & Associates
Wyoming
$48M -$1.49M -3,535 -3%
IWM
394
Integris Wealth Management
California
$47.9M +$98.2K +233 +0.2%
EC
395
EdgeRock Capital
Colorado
$47.2M +$614K +1,458 +1%
CFGS
396
Concourse Financial Group Securities
Alabama
$47.1M +$274K +649 +0.6%
LWM
397
Liberty Wealth Management
California
$47M +$351K +832 +0.8%
GF
398
Gries Financial
Ohio
$46.8M +$690K +1,637 +2%
PIM
399
Parker Investment Management
California
$46.7M -$681K -1,616 -2%
RA
400
Rational Advisors
New York
$46.4M +$17.5M +41,438 +66%
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