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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
LWA
576
LWS Wealth Advisors
New Jersey
$10M -$1.54M -5,025 -11%
NFG
577
Next Financial Group
Texas
$9.98M +$3.67M +11,972 +45%
OIA
578
OneDigital Investment Advisors
Kansas
$9.94M +$1.75M +5,697 +17%
BJL
579
Brighton Jones LLC
Washington
$9.92M -$158K -515 -1%
LWM
580
Liberty Wealth Management
California
$9.88M +$3.03M +9,885 +35%
IFAM
581
Institutional & Family Asset Management
Colorado
$9.88M +$111K +362 +1%
KIG
582
Kessler Investment Group
Indiana
$9.86M -$345K -1,125 -3%
SBSB
583
Sullivan, Bruyette, Speros & Blaney
Virginia
$9.8M +$1.12M +3,644 +11%
ATC
584
Argent Trust Co
Tennessee
$9.75M +$598K +1,952 +5%
MSA
585
Marino Stram & Associates
Massachusetts
$9.67M -$107K -349 -0.9%
GW
586
GW & Wade
Massachusetts
$9.65M +$5.69M +18,564 +99%
PTC
587
Private Trust Company
Ohio
$9.64M +$51.2K +167 +0.4%
CL
588
CPWM LLC
Washington
$9.56M +$467K +1,525 +4%
VC
589
Vestor Capital
Illinois
$9.49M +$2.34M +7,629 +26%
EFSCE
590
Enterprise Financial Services Corp (EFSC)
Missouri
$9.48M +$1.01M +3,311 +10%
LJAC
591
L.J. Altfest & Co
New York
$9.36M +$11.1M +36,216 New
AIA
592
Avalon Investment & Advisory
Texas
$9.27M +$1.3M +4,255 +13%
CTB
593
Country Trust Bank
Illinois
$9.25M +$512K +1,670 +5%
JHCP
594
Jackson Hole Capital Partners
Oklahoma
$9.19M +$2.42M +7,896 +29%
AIM
595
Acropolis Investment Management
Missouri
$9.12M -$395K -1,290 -4%
HB
596
Homrich & Berg
Georgia
$9.06M +$297K +969 +3%
FMI
597
Fiduciary Management Inc
Wisconsin
$9.04M +$1.69M +5,500 +19%
LA
598
LVW Advisors
New York
$9M +$1.51M +4,926 +16%
WQ
599
Wealth Quarterback
New Jersey
$8.95M +$326K +1,063 +3%
EWM
600
EPG Wealth Management
Georgia
$8.93M +$1.53M +4,998 +17%
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