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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
476
Exencial Wealth Advisors
Oklahoma
$703K – – –
CLOS
477
Compagnie Lombard Odier SCmA
Switzerland
$696K -$424K -2,215 -39%
MPI
478
Mairs & Power Inc
Minnesota
$690K -$574K -3,000 -46%
SWM
479
SVA Wealth Management
Wisconsin
$687K – – –
CA
480
Capital Advantage
California
$668K -$256K -1,336 -28%
PIA
481
Peachtree Investment Advisors
Georgia
$666K +$2.87K +15 +0.4%
BSW
482
Buckingham Strategic Wealth
Missouri
$658K – – –
MWR
483
McAdams Wright Ragen
Washington
$650K +$23.9K +125 +4%
TF
484
Tompkins Financial
New York
$650K +$545K +2,847 +633%
BAS
485
Brown Advisory Securities
Maryland
$649K +$6.89K +36 +1%
SFSG
486
Stearns Financial Services Group
North Carolina
$648K +$8.8K +46 +1%
KTC
487
Kistler-Tiffany Companies
Pennsylvania
$644K – – –
ZF
488
Zhang Financial
Michigan
$644K +$80K +418 +15%
LOCC
489
Lombard Odier & Cie (Canada)
Quebec, Canada
$640K +$115K +599 +23%
PWM
490
ParenteBeard Wealth Management
Pennsylvania
$626K – – –
CTC
491
Central Trust Company
Missouri
$613K -$9.57K -50 -2%
S
492
SignatureFD
Georgia
$613K +$128K +670 +27%
CBN
493
Cadence Bank NA
Texas
$612K -$12.1K -63 -2%
FGP
494
Foyston, Gordon, & Payne
Ontario, Canada
$611K – – –
HL
495
HeadInvest LLC
Maine
$587K -$9.57K -50 -2%
ACP
496
Aviance Capital Partners
Florida
$581K +$40.4K +211 +8%
EWM
497
Empirical Wealth Management
Washington
$581K +$325K +1,701 +137%
ATC
498
Argent Trust Company
Louisiana
$569K +$553K +2,890 New
GP
499
Girard Partners
Pennsylvania
$560K -$4.4K -23 -0.8%
PAS
500
Partnervest Advisory Services
California
$557K +$212K +1,109 +65%
18 19
20
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