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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
GFS
601
GYL Financial Synergies
Connecticut
$7.99M -$649K -2,241 -8%
PFA
602
Pinnacle Family Advisors
Missouri
$7.96M -$630K -2,174 -7%
ATC
603
Argent Trust Co
Tennessee
$7.96M +$469K +1,617 +6%
WB
604
Webster Bank
Connecticut
$7.92M -$13K -45 -0.2%
UCMOK
605
United Capital Management of KS
Kansas
$7.9M -$56.2K -194 -0.7%
TNB
606
Thomasville National Bank
Georgia
$7.89M +$178K +613 +2%
DW
607
Domani Wealth
Pennsylvania
$7.86M -$46.4K -160 -0.6%
VCM
608
Vivaldi Capital Management
Illinois
$7.84M -$566K -1,954 -7%
BUB
609
BBVA USA Bancshares
Texas
$7.83M -$3.13M -10,795 -29%
MNBTD
610
Moody National Bank Trust Division
Texas
$7.79M – – –
KA
611
Kovack Advisors
Florida
$7.76M +$658K +2,272 +9%
FWM
612
Frontier Wealth Management
Missouri
$7.74M -$17.7K -61 -0.2%
LWCFA
613
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$7.71M -$499K -1,723 -6%
RSWM
614
Robertson Stephens Wealth Management
California
$7.67M +$1.31M +4,510 +21%
CGA
615
Crescent Grove Advisors
Illinois
$7.62M +$966K +3,332 +15%
DCM
616
Dimension Capital Management
Florida
$7.59M +$13.6K +47 +0.2%
RCG
617
Rock Creek Group
District of Columbia
$7.58M +$7.45M +25,718 New
FFBTD
618
First Financial Bank - Trust Division
Ohio
$7.5M +$1.11M +3,826 +18%
CFC
619
Coyle Financial Counsel
Illinois
$7.46M -$1.03M -3,542 -12%
LP
620
LGL Partners
Pennsylvania
$7.38M -$317K -1,094 -4%
PJSIMP
621
P.J. Schmidt Investment Management (PJS)
Wisconsin
$7.35M -$1.31M -4,515 -15%
OWA
622
Outlook Wealth Advisors
Texas
$7.32M +$3.66M +12,613 +103%
OIA
623
OneDigital Investment Advisors
Kansas
$7.32M +$3.74M +12,901 +108%
VC
624
Vestor Capital
Illinois
$7.31M +$1.01M +3,501 +16%
NFG
625
NewFocus Financial Group
Washington
$7.3M -$85.2K -294 -1%
23 24
25
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