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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
BOS
501
Bank of Stockton
California
$4.99M -$1.4M -5,625 -22%
KF
502
Krilogy Financial
Missouri
$4.98M +$64.6K +260 +1%
FLPIM
503
F.L. Putnam Investment Management
Massachusetts
$4.96M +$4.87M +19,608 New
MWM
504
Mascoma Wealth Management
New Hampshire
$4.96M -$443K -1,784 -8%
BWP
505
Baldwin Wealth Partners
Massachusetts
$4.89M -$206K -829 -4%
WP
506
WMS Partners
Maryland
$4.86M -$137K -552 -3%
WA
507
WealthTrust-Arizona
Arizona
$4.84M +$223K +897 +5%
CI
508
Cavalier Investments
Georgia
$4.81M +$4.2M +16,903 +805%
SGK
509
Steigerwald Gordon & Koch
Virginia
$4.8M -$30.3K -122 -0.6%
S
510
Schroders
United Kingdom
$4.72M +$4.53M +18,255 New
GG
511
Gofen & Glossberg
Illinois
$4.71M +$132K +530 +3%
OCM
512
One Capital Management
California
$4.66M -$418K -1,684 -8%
CCM
513
Canal Capital Management
Virginia
$4.61M +$92.9K +374 +2%
EA
514
Edge Advisors
Georgia
$4.57M – – –
AIA
515
Avalon Investment & Advisory
Texas
$4.55M -$1M -4,028 -18%
BL
516
BFSG LLC
California
$4.47M +$8.69K +35 +0.2%
MC
517
Middleton & Co
Massachusetts
$4.42M +$406K +1,634 +10%
BFEC
518
Benjamin F. Edwards & Company
Missouri
$4.37M -$1.54M -6,206 -26%
MMI
519
Matson Money Inc
Ohio
$4.37M +$4.29M +17,280 New
VAM
520
Visionary Asset Management
Texas
$4.35M -$615K -2,477 -13%
LWAC
521
Laurel Wealth Advisors (California)
California
$4.34M +$104K +417 +2%
LCOV
522
London Company of Virginia
Virginia
$4.33M +$3.82M +15,392 +893%
KL
523
KWMG LLC
Kansas
$4.29M -$82.9K -334 -2%
MI
524
Moneywise Inc
Virginia
$4.24M -$169K -679 -4%
FC
525
Financial Consulate
Maryland
$4.23M -$1.16M -4,659 -22%
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