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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
MFT
551
Moisand Fitzgerald Tamayo
Florida
$13.3M -$466K -1,587 -4%
CA
552
Centerpoint Advisors
Massachusetts
$13.3M +$12.5M +42,659 +21,014%
SBSB
553
Sullivan, Bruyette, Speros & Blaney
Virginia
$13.1M +$1.29M +4,408 +12%
NFG
554
Next Financial Group
Texas
$13M +$984K +3,350 +9%
BCM
555
BTC Capital Management
Iowa
$13M -$3.33M -11,344 -21%
AWM
556
Argent Wealth Management
Massachusetts
$13M -$35.8K -122 -0.3%
RCAG
557
Rehmann Capital Advisory Group
Michigan
$12.9M -$660K -2,248 -5%
PA
558
PFG Advisors
Arizona
$12.8M -$132K -449 -1%
JFG
559
JMG Financial Group
Illinois
$12.7M -$7.05K -24 -0.1%
CGA
560
Crescent Grove Advisors
Illinois
$12.6M -$380K -1,294 -3%
LSERS
561
Louisiana State Employees Retirement System
Louisiana
$12.6M -$352K -1,200 -3%
LA
562
Lynch & Associates
Indiana
$12.6M +$109K +371 +0.9%
IDBONY
563
Israel Discount Bank of New York
New York
$12.6M -$252K -859 -2%
SC
564
Scotia Capital
Ontario, Canada
$12.5M +$2.62M +8,929 +28%
MYIA
565
Mount Yale Investment Advisors
Colorado
$12.5M -$25.3K -86 -0.2%
MWM
566
Modera Wealth Management
New Jersey
$12.5M -$1.12M -3,826 -9%
PA
567
PSI Advisors
Florida
$12.5M -$410K -1,398 -3%
LFAS
568
Level Four Advisory Services
Texas
$12.4M -$371K -1,264 -3%
MWP
569
Moller Wealth Partners
$12.4M -$1.56M -5,312 -12%
BJL
570
Brighton Jones LLC
Washington
$12.4M +$475K +1,617 +4%
PTC
571
Private Trust Company
Ohio
$12.4M +$652K +2,221 +6%
VWA
572
VERITY Wealth Advisors
United States
$12.4M – – –
ATC
573
Argent Trust Co
Tennessee
$12.3M +$606K +2,064 +5%
DIM
574
Delta Investment Management
California
$12.3M +$4.96M +16,902 +74%
FNT
575
First National Trust
Pennsylvania
$12.3M -$1.6M -5,446 -12%
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