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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
426
Pinnacle Associates
New York
$107M -$335K -460 -0.3%
ONB
427
Old National Bancorp
Indiana
$106M -$8.72M -11,969 -8%
SAM
428
Smartleaf Asset Management
Massachusetts
$106M – – –
PWAM
429
Private Wealth Asset Management
Iowa
$106M -$2.22M -3,049 -2%
RDFA
430
Ritter Daniher Financial Advisory
Ohio
$105M -$915K -1,256 -0.9%
GLA
431
Great Lakes Advisors
Illinois
$104M -$5.96M -8,185 -6%
GPW
432
Gray Private Wealth
Massachusetts
$104M +$2.48M +3,411 +3%
SHIM
433
Stone House Investment Management
Pennsylvania
$104M +$28M +38,455 +38%
P3I
434
Progeny 3 Inc
Washington
$104M – – –
AI
435
Accredited Investors
Minnesota
$103M +$2.52M +3,463 +3%
PWA
436
Physician Wealth Advisors
Utah
$103M -$461K -633 -0.5%
LPAM
437
Lodestar Private Asset Management
California
$103M +$1.88M +2,588 +2%
SQA
438
Simon Quick Advisors
New Jersey
$102M +$3.59M +4,928 +4%
JT
439
Jupiter Topco
New York
$102M +$99.2M +136,281 New
APCM
440
Alaska Permanent Capital Management
Alaska
$102M -$277K -381 -0.3%
PRA
441
Pine Ridge Advisers
New York
$101M +$9.47K +13 +0%
BTD
442
BankPlus Trust Department
Mississippi
$101M +$77.9K +107 +0.1%
CPRC
443
Consolidated Portfolio Review Corp
New York
$101M +$9.47K +13 +0%
BWIA
444
Bryant Woods Investment Advisors
New York
$101M +$3.1M +4,261 +3%
HI
445
Harbour Investments
Wisconsin
$99.1M +$6.49M +8,913 +7%
AC
446
Asio Capital
Kentucky
$99.1M -$8.08M -11,094 -8%
CL
447
Choreo LLC
Illinois
$98.9M -$5.58M -7,664 -5%
BWS
448
Buck Wealth Strategies
Colorado
$98.7M +$5.67M +7,789 +6%
SIM
449
SSI Investment Management
California
$98.4M +$24M +32,891 +33%
BF
450
BOK Financial
Oklahoma
$98.3M +$802K +1,101 +0.8%
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