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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
GRP
376
Global Retirement Partners
California
$86.7M +$80.2M +139,698 New
CL
377
Choreo LLC
Illinois
$86.4M +$508K +885 +0.6%
P3I
378
Progeny 3 Inc
Washington
$86.3M +$34.6M +60,300 +77%
GLA
379
Great Lakes Advisors
Illinois
$86M +$4.84M +8,421 +6%
PCG
380
Prosperity Consulting Group
Maryland
$86M +$3.38M +5,893 +4%
CSWG
381
Cardinal Strategic Wealth Guidance
Kentucky
$85.7M -$347K -605 -0.4%
WSFS
382
Wilmington Savings Fund Society
Delaware
$85.6M +$17.7M +30,780 +29%
PA
383
Pinnacle Associates
New York
$85.3M +$1.65M +2,868 +2%
CNHF
384
Conrad N. Hilton Foundation
California
$85.2M -$54.5M -94,871 -41%
SFS
385
Summit Financial Strategies
Ohio
$85.2M +$2.88M +5,012 +4%
EB
386
Eastern Bank
Massachusetts
$85.2M +$4.19M +7,303 +6%
CTB
387
Country Trust Bank
Illinois
$84.4M -$2.77M -4,817 -3%
GIM
388
Glenmede Investment Management
Pennsylvania
$83.9M +$77.6M +135,107 New
PRA
389
Pine Ridge Advisers
New York
$83.8M – – –
PWA
390
Physician Wealth Advisors
Utah
$83.6M +$700K +1,219 +0.9%
GPW
391
Gray Private Wealth
Massachusetts
$83.6M +$365K +636 +0.5%
OFS
392
Orrstown Financial Services
Pennsylvania
$82.8M +$1.12M +1,950 +1%
BTD
393
BankPlus Trust Department
Mississippi
$82.4M +$1.08M +1,882 +1%
JF
394
JSF Financial
California
$81.9M -$2.71M -4,715 -3%
BAAM
395
Baker Avenue Asset Management
California
$81.7M +$2.3M +4,002 +3%
CRC
396
Curi RMB Capital
Illinois
$81.6M +$15.9M +27,778 +27%
ANTB
397
AMG National Trust Bank
Colorado
$81.6M -$1.01M -1,761 -1%
JWM
398
JGP Wealth Management
Oregon
$81.1M -$2.55M -4,436 -3%
CAG
399
Crestwood Advisors Group
Massachusetts
$80.9M +$5.57M +9,700 +8%
CA
400
Centerpoint Advisors
Massachusetts
$80.8M +$2.42M +4,210 +3%
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16
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