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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
WS
526
Wedbush Securities
California
$27.8M +$1.75M +4,356 +7%
PFA
527
Pettinga Financial Advisors
Indiana
$27.8M -$16.2M -40,343 -37%
MIA
528
MainStreet Investment Advisors
Illinois
$27.7M -$7.07M -17,627 -21%
PI
529
Parkside Investments
Illinois
$27.7M -$404K -1,007 -1%
VCM
530
Verger Capital Management
North Carolina
$27.6M +$111K +276 +0.4%
MM
531
Meridian Management
Arkansas
$27.6M +$3.17M +7,895 +13%
SC
532
Schoolcraft Capital
Colorado
$27.6M -$183K -456 -0.7%
CWS
533
Cypress Wealth Services
California
$27.6M -$1.1M -2,748 -4%
NPF
534
Norris Perne & French
Michigan
$27.1M +$132K +329 +0.5%
BAM
535
Beaumont Asset Management
Texas
$27.1M -$297K -742 -1%
FCBT
536
First Citizens Bank & Trust
North Carolina
$27M -$805K -2,009 -3%
WAP
537
Wealthcare Advisory Partners
Pennsylvania
$26.9M +$1.26M +3,136 +5%
TWC
538
TD Waterhouse Canada
Ontario, Canada
$26.8M -$1.32M -3,291 -5%
MYIA
539
Mount Yale Investment Advisors
Colorado
$26.7M -$8.3M -20,709 -24%
BFEC
540
Benjamin F. Edwards & Company
Missouri
$26.7M +$1.9M +4,746 +8%
TF
541
Trek Financial
Arizona
$26.7M -$1.66M -4,140 -6%
CA
542
Cornerstone Advisory
Maryland
$26.5M -$799K -1,993 -3%
WFAG
543
Wescott Financial Advisory Group
Pennsylvania
$26.3M -$520K -1,296 -2%
S
544
SignatureFD
Georgia
$26.2M +$575K +1,435 +2%
1WM
545
1900 Wealth Management
Texas
$26.1M – – –
HF
546
Halpern Financial
Virginia
$26M +$633K +1,578 +3%
FTS
547
Fifth Third Securities
Ohio
$26M -$58.1K -145 -0.2%
WTB
548
Washington Trust Bank
Washington
$25.9M -$374K -934 -1%
EFH
549
Eaton Financial Holdings
Florida
$25.9M +$2.96M +7,374 +13%
CFP
550
Cypress Financial Planning
New Jersey
$25.9M +$1.22M +3,041 +5%
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