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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CWG
476
Cornerstone Wealth Group
North Carolina
$14.3M +$2.35M +7,655 +16%
ECG
477
Edge Capital Group
Georgia
$14.2M +$5.32M +17,346 +46%
MSWMA
478
Market Street Wealth Management Advisors
Indiana
$14.1M +$1.27M +4,155 +8%
CTA
479
Colonial Trust Advisors
South Carolina
$14.1M +$261K +852 +2%
MHS
480
M Holdings Securities
Oregon
$14M +$13.4M +43,624 +418%
BSW
481
Buckingham Strategic Wealth
Missouri
$13.9M +$635K +2,073 +4%
BCM
482
BTC Capital Management
Iowa
$13.8M -$1.11M -3,618 -6%
KFA
483
Kelleher Financial Advisors
New York
$13.7M +$4.96M +16,193 +44%
PP
484
PagnatoKarp Partners
Virginia
$13.5M -$1.03M -3,352 -6%
EA
485
Efficient Advisors
Ohio
$13.3M -$1.13M -3,677 -7%
AB
486
Amalgamated Bank
New York
$13.3M +$2.49M +8,141 +19%
AA
487
Ancora Advisors
Ohio
$13.3M +$1.16M +3,786 +8%
VHAM
488
Van Hulzen Asset Management
California
$13.3M +$8.5M +27,728 +117%
SCM
489
Smith Capital Management
Arkansas
$13.2M +$788K +2,570 +5%
SSWM
490
Sheets Smith Wealth Management
North Carolina
$13.2M +$1.2M +3,925 +8%
AWM
491
Avondale Wealth Management
Texas
$13.2M +$719K +2,348 +5%
SIAM
492
Sterling Investment Advisors (Missouri)
Missouri
$13.1M -$634K -2,070 -4%
CWM
493
Campbell Wealth Management
Virginia
$13.1M +$41.4K +135 +0.3%
HPC
494
Hobart Private Capital
North Carolina
$13M +$2.05M +6,693 +15%
CC
495
Cadinha & Co
Hawaii
$13M -$27.2M -88,845 -64%
BA
496
Ballew Advisors
Mississippi
$13M +$8.07M +26,322 +111%
FWM
497
Fairhaven Wealth Management
Illinois
$12.9M -$274K -893 -2%
IWC
498
Integrated Wealth Concepts
Massachusetts
$12.9M -$12.3M -40,064 -44%
CS
499
Credit Suisse
Switzerland
$12.9M -$3.24M -10,570 -17%
NAM
500
North American Management
Massachusetts
$12.8M +$1.07M +3,486 +8%
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