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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
FIG
551
Fusion Investment Group
Pennsylvania
$771K +$169K +814 +28%
JIR
552
James Investment Research
Ohio
$766K -$165K -795 -18%
WA
553
WFG Advisors
Texas
$755K -$252K -1,212 -25%
CG
554
Cleary Gull
Wisconsin
$752K +$752K +3,620 New
AEPG
555
American Economic Planning Group
New Jersey
$751K +$403K +1,941 +116%
CFB
556
Cullen/Frost Bankers
Texas
$750K +$16.6K +80 +2%
GIA
557
GHP Investment Advisors
Colorado
$747K -$60.3K -290 -7%
PC
558
Peavine Capital
Nevada
$746K -$129K -619 -15%
MIH
559
Madison Investment Holdings
Wisconsin
$733K +$176K +849 +32%
SWM
560
SVA Wealth Management
Wisconsin
$732K -$7.69K -37 -1%
SCA
561
Stonebridge Capital Advisors
Minnesota
$732K +$62.4K +300 +9%
SCA
562
Salient Capital Advisors
Texas
$722K -$204K -982 -22%
SFSG
563
Stearns Financial Services Group
North Carolina
$711K +$3.33K +16 +0.5%
EK
564
Evensky & Katz
Florida
$709K +$162K +777 +29%
BSW
565
Buckingham Strategic Wealth
Missouri
$704K -$48.4K -233 -6%
EWA
566
Exencial Wealth Advisors
Oklahoma
$689K -$33.3K -160 -5%
TF
567
Tompkins Financial
New York
$685K -$130K -625 -16%
TNB
568
Thomasville National Bank
Georgia
$681K +$42.2K +203 +7%
WT
569
Washington Trust
Rhode Island
$680K +$250K +1,205 +58%
ZF
570
Zhang Financial
Michigan
$679K – – –
CCT
571
Country Club Trust
Missouri
$671K +$117K +563 +21%
KTC
572
Kistler-Tiffany Companies
Pennsylvania
$668K -$2.08K -10 -0.3%
W
573
Wealthquest
Ohio
$666K +$12.3K +59 +2%
CDIA
574
Capital Directions Investment Advisors
Georgia
$665K +$35.5K +171 +6%
LDB
575
Lee, Danner & Bass
Tennessee
$655K +$18.7K +90 +3%
21 22
23
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