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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
TL
551
TrueWealth LLC
Georgia
$5.08M +$4.95M +18,888 New
CCM
552
Condor Capital Management
New Jersey
$5.06M -$387K -1,479 -7%
WP
553
WMS Partners
Maryland
$5.04M -$121K -462 -2%
PFPT
554
Pinnacle Financial Partners (Tennessee)
Tennessee
$5.02M +$923K +3,526 +23%
CCM
555
Canal Capital Management
Virginia
$5M +$101K +384 +2%
CFC
556
Coyle Financial Counsel
Illinois
$5M +$4.87M +18,608 New
OCM
557
One Capital Management
California
$4.99M +$33.8K +129 +0.7%
SCI
558
Stableford Capital II
Arizona
$4.96M +$1.98M +7,542 +69%
ACP
559
Aveo Capital Partners
Colorado
$4.91M +$465K +1,775 +11%
S
560
Schroders
United Kingdom
$4.91M – – –
WAAG
561
Wealth Alliance Advisory Group
Kansas
$4.81M +$4.69M +17,895 New
BCM
562
Beck Capital Management
Texas
$4.81M -$3.7M -14,127 -44%
BL
563
BFSG LLC
California
$4.79M +$46.1K +176 +1%
SFA
564
Sequoia Financial Advisors
Ohio
$4.78M +$586K +2,238 +14%
SPC
565
Salient Private Client
Texas
$4.78M +$4.65M +17,766 New
MC
566
Middleton & Co
Massachusetts
$4.76M +$54.5K +208 +1%
GIM
567
Goelzer Investment Management
Indiana
$4.75M +$1.14M +4,363 +33%
TCM
568
Telos Capital Management
California
$4.73M +$272K +1,039 +6%
CTB
569
Country Trust Bank
Illinois
$4.72M +$295K +1,125 +7%
CSM
570
CAMG Solamere Management
North Carolina
$4.72M +$359K +1,369 +8%
LWAC
571
Laurel Wealth Advisors (California)
California
$4.7M +$81.4K +311 +2%
ZIC
572
ZWJ Investment Counsel
Georgia
$4.68M -$1.48M -5,644 -24%
SWM
573
SigFig Wealth Management
California
$4.67M +$4.02M +15,361 +767%
SWP
574
Strategic Wealth Partners
Ohio
$4.66M +$4.69M +17,918 New
TFA
575
Transamerica Financial Advisors
Florida
$4.61M +$4.48M +17,110 +37,196%
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