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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CI
426
Conning Inc
Connecticut
$56.7M -$2.01M -4,008 -4%
ETS
427
ESL Trust Services
New York
$56.5M -$5.29M -10,577 -9%
AF
428
Allworth Financial
California
$56.2M -$3.96M -7,924 -7%
HA
429
Harfst & Associates
Wyoming
$56.2M -$796K -1,590 -1%
CGA
430
Crescent Grove Advisors
Illinois
$56.1M +$2.92M +5,836 +6%
AWM
431
Avior Wealth Management
Nebraska
$56M +$5.44M +10,882 +11%
ACM
432
Advisors Capital Management
New Jersey
$56M +$9.71M +19,404 +22%
GRP
433
Global Retirement Partners
California
$56M +$2M +3,991 +4%
SA
434
Stewardship Advisors
Pennsylvania
$55.8M +$11.1M +22,091 +26%
SL
435
SWMG LLC
Texas
$55.8M -$10.5M -20,975 -16%
PIM
436
Parker Investment Management
California
$55.6M -$621K -1,242 -1%
SMC
437
Smith, Moore & Co
Missouri
$55.5M +$1.64M +3,284 +3%
PP
438
PDS Planning
Ohio
$55.2M -$113K -225 -0.2%
OC
439
Oppenheimer & Co
New York
$55M -$868K -1,734 -2%
DAS
440
Dynamic Advisor Solutions
Arizona
$54.9M +$2.14M +4,275 +4%
TAM
441
TCP Asset Management
Ohio
$54.8M +$14M +28,051 +37%
CB
442
Community Bank
New York
$54.7M -$935K -1,868 -2%
CPW
443
Crestmont Private Wealth
Texas
$54.5M -$3.8M -7,602 -7%
MOACM
444
Mutual of America Capital Management
New York
$54.4M +$50.8M +101,433 +5,024%
MMA
445
Mizuho Markets Americas
New York
$54.2M +$26.8M +53,637 +109%
TPCW
446
TD Private Client Wealth
New York
$54.1M +$2.36M +4,721 +5%
PCG
447
Prosperity Consulting Group
Maryland
$54.1M +$16.1M +32,166 +45%
GSAM
448
Grant Street Asset Management
Pennsylvania
$54M -$4.96M -9,915 -9%
IF
449
Ironwood Financial
Arizona
$54M +$971K +1,941 +2%
SHGA
450
Sand Hill Global Advisors
California
$54M -$274K -547 -0.5%
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