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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
401
PVG Asset Management
Colorado
$2.55M +$2.5M +12,340 New
CFA
402
Carroll Financial Associates
North Carolina
$2.52M +$20K +99 +0.8%
LNC
403
Lincoln National Corp
Pennsylvania
$2.49M -$1.62K -8 -0.1%
ACM
404
Acertus Capital Management
New Jersey
$2.49M -$2.21M -10,925 -48%
MG
405
MDE Group
New Jersey
$2.49M -$2.21M -10,925 -48%
TI
406
Truepoint Inc
Ohio
$2.48M -$28.7K -142 -1%
LFG
407
LifePlan Financial Group
Ohio
$2.48M +$634K +3,133 +35%
PFG
408
Pacific Financial Group
Washington
$2.45M +$13.6K +67 +0.6%
WOA
409
Water Oak Advisors
Florida
$2.44M -$2.78M -13,750 -54%
CAL
410
Capital Analysts LLC
Pennsylvania
$2.44M +$37.4K +185 +2%
CCM
411
Condor Capital Management
New Jersey
$2.44M -$256K -1,266 -10%
JIP
412
Jaffetilchin Investment Partners
Florida
$2.38M -$45.7K -226 -2%
FPTW
413
Franklin, Parlapiano, Turner & Welch
Texas
$2.34M -$178K -881 -7%
GW
414
GW & Wade
Massachusetts
$2.31M +$2.26M +11,166 New
PIM
415
Parasol Investment Management
Illinois
$2.31M -$418K -2,065 -16%
ICOA
416
Investment Centers of America
North Dakota
$2.27M -$1.95M -9,625 -47%
BOS
417
Bank of Stockton
California
$2.27M +$65.8K +325 +3%
PMFA
418
Plante Moran Financial Advisors
Michigan
$2.17M +$86.8K +429 +4%
CIC
419
Carnegie Investment Counsel
Ohio
$2.15M +$357K +1,763 +20%
GA
420
Geller Advisors
New York
$2.11M +$7.29K +36 +0.4%
GA
421
Geneva Advisors
Illinois
$2.1M +$426K +2,105 +26%
3AM
422
3D Asset Management
Connecticut
$2.09M -$267K -1,320 -12%
TNBTD
423
Trustmark National Bank Trust Department
Mississippi
$2.09M -$38.1K -188 -2%
HPBT
424
High Point Bank & Trust
North Carolina
$2.07M – – –
PR
425
Payden & Rygel
California
$2.07M +$492K +2,429 +32%
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17
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