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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
TGAM
4026
TBH Global Asset Management
Tennessee
– -$25M -37,387 Closed
ATS
4027
Ashton Thomas Securities
New York
– -$20.6M -30,902 Closed
HF
4028
HRT Financial
New York
– -$11.3M -16,901 Closed
P
4029
Pitcairn
Pennsylvania
– -$8.25M -12,327 Closed
EF
4030
Empowered Funds
Pennsylvania
– -$7.5M -11,211 Closed
PI
4031
PineBridge Investments
New York
– -$7.18M -10,730 Closed
VPP
4032
Vertex Planning Partners
Illinois
– -$5.91M -8,832 Closed
GLF
4033
Groupe la Francaise
France
– -$4.85M -8,535 Closed
CH
4034
Cromwell Holdings
Wyoming
– -$4.91M -7,335 Closed
NCFG
4035
New Century Financial Group
New Jersey
– -$4.7M -7,029 Closed
OPAM
4036
Ocean Park Asset Management
California
– -$3.78M -5,651 Closed
FFWA
4037
Forthright Family Wealth Advisory
Texas
– -$3.27M -4,890 Closed
SMH
4038
Sanders Morris Harris
Texas
– -$2.76M -4,129 Closed
MMHP
4039
Murphy Middleton Hinkle & Parker
Georgia
– -$2.66M -3,972 Closed
LFA
4040
LGT Financial Advisors
Texas
– -$2.58M -3,861 Closed
NW
4041
Naviter Wealth
Arkansas
– -$2.46M -3,675 Closed
FL
4042
FreeGulliver LLC
Louisiana
– -$2.02M -3,024 Closed
AWM
4043
Absher Wealth Management
North Carolina
– -$1.25M -1,873 Closed
HCA
4044
Harpswell Capital Advisors
Maine
– -$749K -1,119 Closed
GFG
4045
Greystone Financial Group
Michigan
– -$730K -1,091 Closed
SFC
4046
SYM Financial Corp
Indiana
– -$723K -1,080 Closed
CWM
4047
Compass Wealth Management
Connecticut
– -$632K -945 Closed
WWM
4048
Whalen Wealth Management
Nevada
– -$633K -945 Closed
WIM
4049
Waverton Investment Management
United Kingdom
– -$549K -820 Closed
TWP
4050
Total Wealth Planning
Ohio
– -$464K -693 Closed
160 161
162
163 164