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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
TPCW
526
TD Private Client Wealth
New York
$11.6M -$3.75M -12,252 -21%
FNT
527
First National Trust
Pennsylvania
$11.6M -$1.1M -3,596 -7%
MCM
528
MV Capital Management
Maryland
$11.6M -$432K -1,409 -3%
CAM
529
Concorde Asset Management
Michigan
$11.6M +$977K +3,188 +8%
MFT
530
Moisand Fitzgerald Tamayo
Florida
$11.5M -$1.08M -3,532 -7%
PA
531
PFG Advisors
Arizona
$11.5M -$1.67M -5,441 -12%
SCA
532
Stonebridge Capital Advisors
Minnesota
$11.5M -$439K -1,432 -3%
MWM
533
Modera Wealth Management
New Jersey
$11.4M -$21.1K -69 -0.2%
RPC
534
Rossmore Private Capital
Connecticut
$11.4M -$200K -652 -1%
RCAG
535
Rehmann Capital Advisory Group
Michigan
$11.3M +$13.5M +43,901 New
FFBTD
536
First Financial Bank - Trust Division
Ohio
$11.3M +$1.91M +6,219 +17%
EWM
537
Evermay Wealth Management
Virginia
$11.3M +$190K +620 +1%
SWMG
538
Sanchez Wealth Management Group
Florida
$11.2M -$1.05M -3,438 -7%
RWMH
539
Riverpoint Wealth Management Holdings
Illinois
$11.2M +$12.9K +42 +0.1%
WP
540
WealthShield Partners
North Carolina
$11.1M +$1.62M +5,281 +14%
LF
541
Lantz Financial
Illinois
$11M -$156K -510 -1%
BFM
542
Broadview Financial Management
Wisconsin
$11M -$293K -956 -2%
RWA
543
Ropes Wealth Advisors
Massachusetts
$11M +$8.18M +26,690 +170%
CGA
544
Crescent Grove Advisors
Illinois
$10.9M +$3.61M +11,786 +39%
LSERS
545
Louisiana State Employees Retirement System
Louisiana
$10.8M -$5.21M -17,000 -29%
WAAG
546
Wealth Alliance Advisory Group
Kansas
$10.8M +$186K +608 +1%
NB
547
Northwest Bancshares
Pennsylvania
$10.8M -$85.2K -278 -0.7%
PA
548
PSI Advisors
Florida
$10.8M -$480K -1,566 -4%
IDA
549
Intelligence Driven Advisers
California
$10.7M +$10.8M +35,345 +573%
IDBONY
550
Israel Discount Bank of New York
New York
$10.7M +$1.4M +4,576 +12%
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