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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
5L
451
55I LLC
Massachusetts
$13.1M +$1.93M +7,052 +18%
MWM
452
Modera Wealth Management
New Jersey
$13.1M -$137K -500 -1%
SXL
453
Summit X LLC
Missouri
$13M +$971K +3,550 +8%
CA
454
Crewe Advisors
Utah
$13M -$1.88M -6,876 -13%
PWS
455
Paragon Wealth Strategies
Florida
$13M -$8.27M -30,228 -40%
WWM
456
Willingdon Wealth Management
North Carolina
$13M +$1.75M +6,410 +16%
MSA
457
Mason Street Advisors
Wisconsin
$13M -$2.97M -10,870 -19%
MCM
458
MV Capital Management
Maryland
$13M +$2.66M +9,744 +27%
HH
459
HWG Holdings
Texas
$13M +$12.4M +45,309 +21,679%
SCM
460
Smith Capital Management
Arkansas
$12.9M +$844K +3,088 +7%
AFG
461
Arkansas Financial Group
Arkansas
$12.9M +$131K +478 +1%
OWM
462
Orgel Wealth Management
Wisconsin
$12.9M +$1.16M +4,240 +10%
RWMH
463
Riverpoint Wealth Management Holdings
Illinois
$12.9M +$27.9K +102 +0.2%
PSUF
464
People's United Financial
Connecticut
$12.8M +$1.01M +3,700 +9%
CW
465
Cobiz Wealth
Colorado
$12.8M +$1.63M +5,946 +15%
PTC
466
Private Trust Company
Ohio
$12.8M -$1.31M -4,778 -10%
BC
467
Burleson & Co
California
$12.8M +$6.87M +25,142 +138%
SCA
468
Stonebridge Capital Advisors
Minnesota
$12.7M +$273K +1,000 +2%
PBO
469
Peoples Bank (Ohio)
Ohio
$12.7M -$90.5K -331 -0.7%
SSWM
470
Sheets Smith Wealth Management
North Carolina
$12.7M +$71.6K +262 +0.6%
FBB
471
Fulton Breakefield Broenniman
Maryland
$12.7M +$11.2M +41,064 +1,181%
FC
472
Fulcrum Capital
Washington
$12.7M +$923K +3,377 +8%
CWG
473
Cornerstone Wealth Group
North Carolina
$12.6M +$12.1M +44,434 New
BC
474
Brinker Capital
Pennsylvania
$12.6M -$5.44M -19,898 -31%
GG
475
GenWealth Group
New Jersey
$12.6M +$11.5M +42,232 +2,658%
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