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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
MHC
551
May Hill Capital
Massachusetts
$50.5M +$50.8M +85,835 New
JWM
552
JGP Wealth Management
Oregon
$50.3M +$16.8M +28,464 +50%
SFA
553
Sequoia Financial Advisors
Ohio
$50.3M -$962K -1,625 -2%
MWC
554
MKD Wealth Coaches
Michigan
$49.9M +$50.1M +84,703 New
TWC
555
TD Waterhouse Canada
Ontario, Canada
$49.7M +$10.5M +17,663 +26%
AA
556
Ancora Advisors
Ohio
$49.4M -$293K -495 -0.6%
KFSC
557
Keystone Financial Services (Colorado)
Colorado
$49.3M +$499K +843 +1%
RL
558
Rogco LP
Oklahoma
$49.2M -$1.35M -2,286 -3%
FYW
559
Future You Wealth
New York
$48.9M +$49.2M +83,055 New
UOMF
560
University of Massachusetts Foundation
Massachusetts
$48.8M – – –
QCM
561
Quantinno Capital Management
New York
$48.5M +$19.9M +33,573 +69%
HPM
562
Hoxton Planning & Management
West Virginia
$48M -$287K -485 -0.6%
SIM
563
Strategic Investment Management
Virginia
$48M +$48M +81,060 +19,675%
MSA
564
Marino Stram & Associates
Massachusetts
$47.9M -$169K -285 -0.3%
WQ
565
Wealth Quarterback
New Jersey
$47.8M +$13M +21,977 +37%
CFO
566
Custos Family Office
Texas
$47.7M +$950K +1,605 +2%
WFPG
567
Waller Financial Planning Group
Ohio
$47.6M +$16.3M +27,491 +52%
TCM
568
TD Capital Management
Tennessee
$47.5M -$627K -1,059 -1%
BSSFA
569
Baron Silver Stevens Financial Advisors
Florida
$47.5M +$1.42M +2,405 +3%
APTFM
570
AGUR Provident & Training Funds Management
Israel
$47.4M -$2.92M -4,930 -6%
FMN
571
Financial Management Network
California
$47.3M +$2.02M +3,405 +4%
JWCA
572
J.W. Cole Advisors
Florida
$47.3M -$3.84M -6,489 -7%
BFA
573
Bluestem Financial Advisors
Illinois
$47.3M +$25.5K +43 +0.1%
SIA
574
SkyView Investment Advisors
New Jersey
$47.2M +$228K +386 +0.5%
SIRP
575
Shelter Insurance Retirement Plan
Missouri
$47.1M – – –
21 22
23
24 25