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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
451
Savant Capital
Illinois
$14.3M -$71.3K -246 -0.5%
CWM
452
Campbell Wealth Management
Virginia
$14.3M -$205K -706 -1%
CFA
453
Carroll Financial Associates
North Carolina
$14.3M +$1.25M +4,315 +10%
FTI
454
Fiduciary Trust International
Massachusetts
$14.2M +$14M +48,154 New
SSW
455
Smith Shellnut Wilson
Mississippi
$14.2M +$4.84M +16,711 +53%
MWM
456
Merriman Wealth Management
Washington
$14.1M -$599K -2,066 -4%
AA
457
Ancora Advisors
Ohio
$14.1M -$72.7K -251 -0.5%
SC
458
Scotia Capital
Ontario, Canada
$14.1M +$2.63M +9,069 +23%
SCM
459
Smith Capital Management
Arkansas
$14.1M +$692K +2,388 +5%
OWM
460
Orgel Wealth Management
Wisconsin
$14M +$614K +2,120 +5%
CCWA
461
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$13.8M +$4.95M +17,088 +57%
SXL
462
Summit X LLC
Missouri
$13.7M +$255K +880 +2%
DG
463
Delek Group
Israel
$13.7M – – –
CWG
464
Cornerstone Wealth Group
North Carolina
$13.6M +$535K +1,846 +4%
WSFS
465
Wilmington Savings Fund Society
Delaware
$13.6M -$51.6K -178 -0.4%
NAM
466
North American Management
Massachusetts
$13.6M -$277K -957 -2%
PIMJS
467
PKO Investment Management Joint-Stock
Poland
$13.6M -$671K -2,314 -5%
BFM
468
Broadview Financial Management
Wisconsin
$13.5M -$241K -833 -2%
MA
469
MCF Advisors
Kentucky
$13.5M +$561K +1,936 +4%
GG
470
GenWealth Group
New Jersey
$13.5M +$380K +1,310 +3%
HT
471
Hefren-Tillotson
Pennsylvania
$13.4M +$3.22M +11,122 +32%
MWM
472
Modera Wealth Management
New Jersey
$13.4M -$178K -614 -1%
SWMG
473
Sanchez Wealth Management Group
Florida
$13.4M +$459K +1,583 +4%
RWMH
474
Riverpoint Wealth Management Holdings
Illinois
$13.3M +$26.4K +91 +0.2%
AFG
475
Arkansas Financial Group
Arkansas
$13.3M -$43.2K -149 -0.3%
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