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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
TA
401
Tiedemann Advisors
New York
$9.3M +$235K +945 +2%
ST
402
Smithfield Trust
Pennsylvania
$9.23M +$912K +3,671 +11%
MPWT
403
MassMutual Private Wealth & Trust
Connecticut
$9.22M -$404K -1,625 -4%
FPFS
404
First Personal Financial Services
North Carolina
$9.19M +$38.7K +156 +0.4%
PJSIMP
405
P.J. Schmidt Investment Management (PJS)
Wisconsin
$8.87M -$785K -3,160 -8%
KCM
406
Kanawha Capital Management
Virginia
$8.85M +$258K +1,040 +3%
HSA
407
HBK Sorce Advisory
Pennsylvania
$8.81M -$475K -1,911 -5%
EA
408
Elm Advisors
California
$8.8M -$129K -520 -1%
BPCE
409
Bank Pictet & Cie (Europe)
Germany
$8.8M +$2.12M +8,530 +32%
TFF
410
The Family Firm
Maryland
$8.79M -$19.6K -79 -0.2%
SSWM
411
Sheets Smith Wealth Management
North Carolina
$8.74M -$43.2K -174 -0.5%
MCM
412
Maryland Capital Management
Maryland
$8.65M -$340K -1,369 -4%
LA
413
Lynch & Associates
Indiana
$8.64M +$152K +611 +2%
BFA
414
Beaumont Financial Advisors
Massachusetts
$8.58M -$155K -623 -2%
TWA
415
TCI Wealth Advisors
Arizona
$8.51M -$5.46K -22 -0.1%
ST
416
Sageworth Trust
Pennsylvania
$8.51M -$22.4K -90 -0.3%
CFA
417
Carroll Financial Associates
North Carolina
$8.27M +$222K +895 +3%
PFA
418
Pinnacle Family Advisors
Missouri
$8.26M +$596K +2,401 +8%
RWG
419
Regal Wealth Group
California
$8.24M -$51.4K -207 -0.6%
SCA
420
Stonebridge Capital Advisors
Minnesota
$8.23M +$729K +2,936 +10%
EWM
421
Evermay Wealth Management
Virginia
$8.23M +$1.12M +4,525 +16%
BCM
422
Beck Capital Management
Texas
$8.1M +$594K +2,392 +8%
WHG
423
Westwood Holdings Group
Texas
$7.94M +$6.73M +27,105 +631%
DA
424
Doliver Advisors
Texas
$7.93M +$329K +1,324 +4%
NCM
425
Narwhal Capital Management
Georgia
$7.86M -$238K -960 -3%
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17
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