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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
BCI
526
Brinker Capital Investments
Pennsylvania
$5.72M -$25.4K -97 -0.5%
CA
527
Continuum Advisory
Idaho
$5.68M +$262K +1,002 +5%
WJA
528
Williams Jones & Associates
New York
$5.64M – – –
WB
529
WesBanco Bank
West Virginia
$5.6M -$718K -2,741 -12%
PCA
530
Peddock Capital Advisors
Massachusetts
$5.58M -$29.9K -114 -0.5%
PL
531
Polianta Ltd
Jersey
$5.54M +$5.39M +20,600 New
BOS
532
Bank of Stockton
California
$5.5M +$191K +730 +4%
PCG
533
Private Capital Group
Connecticut
$5.42M +$5.28M +20,143 New
LFG
534
LifePlan Financial Group
Ohio
$5.41M – – –
CW
535
Cobiz Wealth
Colorado
$5.41M -$121K -463 -2%
LWCFA
536
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$5.36M – – –
WP
537
WealthPLAN Partners
Nebraska
$5.31M -$167K -639 -3%
EA
538
Edge Advisors
Georgia
$5.31M +$436K +1,663 +9%
WA
539
WealthTrust-Arizona
Arizona
$5.3M +$148K +567 +3%
CHA
540
Cedar Hill Associates
Illinois
$5.29M +$1.1M +4,182 +27%
MCM
541
Maryland Capital Management
Maryland
$5.29M -$3.8M -14,513 -42%
SPIA
542
Strategic Point Investment Advisors
Rhode Island
$5.27M +$1.4M +5,336 +37%
GG
543
Gofen & Glossberg
Illinois
$5.27M +$259K +990 +5%
PA
544
PFG Advisors
Arizona
$5.26M +$5.12M +19,559 New
PI
545
PFS Investments
Georgia
$5.22M +$4.77M +18,221 New
FLPIM
546
F.L. Putnam Investment Management
Massachusetts
$5.18M -$91.9K -351 -2%
BWP
547
Baldwin Wealth Partners
Massachusetts
$5.14M -$54.7K -209 -1%
CAC
548
Certified Advisory Corp
Florida
$5.12M +$4.99M +19,038 New
C
549
Clearshares
New York
$5.12M +$4.95M +18,892 New
LP
550
LGL Partners
Pennsylvania
$5.08M +$4.95M +18,903 New
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