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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
IC
426
IEQ Capital
California
$60.5M +$20.2M +38,411 +53%
HWM
427
HighMark Wealth Management
Minnesota
$60.3M +$475K +904 +0.8%
FPGK
428
Financial Partners Group (Kansas)
Kansas
$60.3M +$807K +1,535 +1%
WCF
429
West Coast Financial
California
$60.1M -$410K -779 -0.7%
TPCW
430
TD Private Client Wealth
New York
$59.8M +$3.28M +6,235 +6%
NA
431
Nottingham Advisors
New York
$59.7M -$1.71M -3,253 -3%
SMC
432
Smith, Moore & Co
Missouri
$59.2M +$1.43M +2,716 +3%
PP
433
PDS Planning
Ohio
$59.1M +$1.61M +3,071 +3%
SW
434
Simplicity Wealth
New Jersey
$58.9M -$2.07M -3,929 -4%
RA
435
Rational Advisors
New York
$58.9M -$1.07M -2,039 -2%
CPBTD
436
Central Pacific Bank - Trust Division
Hawaii
$58.1M +$8.91M +16,946 +19%
TAM
437
TCP Asset Management
Ohio
$58.1M +$977K +1,858 +2%
SQA
438
Simon Quick Advisors
New Jersey
$57.9M +$6.38M +12,126 +13%
CI
439
Conning Inc
Connecticut
$57.9M -$1.16M -2,211 -2%
SFS
440
Sowell Financial Services
Arkansas
$57.5M -$5.63M -10,706 -9%
AF
441
Allworth Financial
California
$57.4M -$1.52M -2,891 -3%
WA
442
Wealth Alliance
New York
$57.4M -$5.61M -10,662 -9%
AIP
443
Ameritas Investment Partners
Nebraska
$57M +$3M +5,697 +6%
HIG
444
Heritage Investment Group
Florida
$56.8M +$1.27M +2,409 +2%
WS
445
Wela Strategies
Georgia
$56.7M +$531K +1,009 +1%
SWM
446
SigFig Wealth Management
California
$56.6M -$19.9M -37,863 -27%
OC
447
Oppenheimer & Co
New York
$56.5M -$692K -1,316 -1%
IF
448
Ironwood Financial
Arizona
$56.5M +$302K +574 +0.6%
PSCM
449
Per Stirling Capital Management
Texas
$56.4M +$2.11M +4,018 +4%
FWM
450
Fairhaven Wealth Management
Illinois
$56.4M +$2.28M +4,344 +4%
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