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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
601
Western Wealth Management
Colorado
$11M +$521K +1,776 +5%
ARG
602
Advisory Resource Group
Oklahoma
$10.9M +$2.23M +7,597 +28%
AIM
603
Acropolis Investment Management
Missouri
$10.9M -$68.4K -233 -0.7%
AF
604
Apexium Financial
Texas
$10.9M +$659K +2,245 +7%
WWM
605
Windsor Wealth Management
Indiana
$10.8M +$1.14M +3,885 +12%
PP
606
Paloma Partners
Connecticut
$10.8M +$10.3M +35,000 New
SIA
607
Soltis Investment Advisors
Utah
$10.8M +$227K +774 +2%
CL
608
CPWM LLC
Washington
$10.8M -$674K -2,297 -6%
WP
609
WealthShield Partners
North Carolina
$10.7M -$2.42M -8,236 -19%
PVH
610
Psagot Value Holdings
Israel
$10.7M – – –
PI
611
Parkside Investments
Illinois
$10.6M +$1.41M +4,798 +16%
NCM
612
Next Capital Management
New York
$10.6M +$481K +1,638 +5%
BHIA
613
Birch Hill Investment Advisors
Massachusetts
$10.5M +$21.7K +74 +0.2%
SG
614
StoneX Group
New York
$10.5M +$590K +2,011 +6%
AGA
615
Accuvest Global Advisors
Utah
$10.4M +$692K +2,358 +8%
LF
616
Lantz Financial
Illinois
$10.4M -$2.7M -9,205 -22%
CL
617
Choreo LLC
Illinois
$10.3M -$19.4K -66 -0.2%
HF
618
Halpern Financial
Virginia
$10.3M -$102K -347 -1%
CF
619
Copperwynd Financial
Arizona
$10.3M +$9.75M +33,200 New
RWG
620
Regal Wealth Group
California
$10.3M -$374K -1,274 -4%
DWT
621
Dorsey & Whitney Trust
South Dakota
$10.2M +$253K +860 +3%
LNB
622
Ledyard National Bank
$10.2M +$2.03M +6,930 +27%
NFG
623
NewFocus Financial Group
Washington
$10.2M +$105K +357 +1%
BPCE
624
Bank Pictet & Cie (Europe)
Germany
$10.2M – – –
CAC
625
Certified Advisory Corp
Florida
$10.1M +$131K +445 +1%
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