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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
KA
526
Kovack Advisors
Florida
$3.84M +$1.26M +5,213 +49%
TFCP
527
Twin Focus Capital Partners
Massachusetts
$3.83M +$18.8K +78 +0.5%
TCM
528
Telos Capital Management
California
$3.83M +$244K +1,012 +7%
CA
529
Continuum Advisory
Idaho
$3.81M +$253K +1,048 +7%
SFA
530
Sequoia Financial Advisors
Ohio
$3.78M -$20.8K -86 -0.6%
IP
531
Investment Partners
Ohio
$3.77M -$3.14K -13 -0.1%
ACP
532
Aveo Capital Partners
Colorado
$3.77M +$933K +3,866 +33%
CG
533
Caprock Group
Idaho
$3.76M +$32.1K +133 +0.9%
SJIM
534
St. Johns Investment Management
Florida
$3.7M -$488K -2,021 -12%
ATC
535
Argent Trust Co
Tennessee
$3.7M -$112K -464 -3%
FHA
536
First Horizon Advisors
Tennessee
$3.7M +$409K +1,693 +13%
LF
537
Lee Financial
Texas
$3.69M +$383K +1,589 +12%
BSW
538
Buckingham Strategic Wealth
Missouri
$3.68M +$366K +1,515 +11%
TI
539
Truepoint Inc
Ohio
$3.65M +$88.1K +365 +3%
DCM
540
DeGreen Capital Management
Arizona
$3.63M +$3.59M +14,893 New
RSA
541
Robertson Stephens Advisors
California
$3.62M -$646K -2,679 -15%
I
542
IberiaBank
Louisiana
$3.6M +$955K +3,956 +36%
CSM
543
CAMG Solamere Management
North Carolina
$3.6M +$148K +612 +4%
LIM
544
Leavell Investment Management
Alabama
$3.48M -$13.5K -56 -0.4%
SFM
545
Signet Financial Management
New Jersey
$3.48M -$165K -682 -5%
BBPWM
546
Blue Bell Private Wealth Management
Pennsylvania
$3.47M +$577K +2,390 +20%
RMAM
547
Raab & Moskowitz Asset Management
New Jersey
$3.44M +$966K +4,004 +40%
DSN
548
D. Scott Neal
Kentucky
$3.4M +$561K +2,324 +20%
PFPT
549
Pinnacle Financial Partners (Tennessee)
Tennessee
$3.37M +$2.37M +9,816 +244%
NEAM
550
New England Asset Management
Connecticut
$3.36M – – –
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