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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CTB
601
Country Trust Bank
Illinois
$18.4M -$71.3K -161 -0.4%
LNB
602
Ledyard National Bank
$18.4M +$848K +1,913 +5%
GCA
603
Greenwood Capital Associates
South Carolina
$18.2M +$6.65K +15 +0%
CCFM
604
Clear Creek Financial Management
Washington
$18.2M -$1.68M -3,802 -8%
OGF
605
Orin Green Financial
California
$18.1M -$92.6K -209 -0.5%
DC
606
DeDora Capital
California
$18.1M -$37.7K -85 -0.2%
PPWM
607
PFG Private Wealth Management
Florida
$18.1M +$785K +1,772 +4%
JWA
608
JFS Wealth Advisors
Pennsylvania
$18.1M +$10.4M +23,565 +128%
MPW
609
MA Private Wealth
California
$18.1M -$60.7K -137 -0.3%
BPCE
610
Bank Pictet & Cie (Europe)
Germany
$18M – – –
RWMH
611
Riverpoint Wealth Management Holdings
Illinois
$17.9M -$57.6K -130 -0.3%
BWCS
612
Beirne Wealth Consulting Services
Connecticut
$17.9M +$625K +1,411 +4%
EBA
613
Eagle Bay Advisors
New York
$17.9M +$7.53M +16,996 +70%
MWM
614
Modera Wealth Management
New Jersey
$17.8M -$77.5K -175 -0.4%
SWMG
615
Sanchez Wealth Management Group
Florida
$17.8M +$58.5K +132 +0.3%
FNT
616
First National Trust
Pennsylvania
$17.7M -$185K -418 -1%
GVAG
617
Great Valley Advisor Group
Delaware
$17.7M +$2.26M +5,092 +14%
SAG
618
Spotlight Asset Group
Illinois
$17.7M -$7.73M -17,451 -30%
FCA
619
FinTrust Capital Advisors
South Carolina
$17.7M +$1.22M +2,742 +7%
WSFS
620
Wilmington Savings Fund Society
Delaware
$17.7M +$135K +305 +0.7%
PFGIA
621
Patriot Financial Group Insurance Agency
Massachusetts
$17.6M +$601K +1,356 +3%
VWA
622
VERITY Wealth Advisors
United States
$17.4M – – –
FM
623
Freemont Management
Switzerland
$17.4M -$18.9M -42,708 -51%
RA
624
RFG Advisory
Alabama
$17.4M -$1.44M -3,245 -7%
MFT
625
Moisand Fitzgerald Tamayo
Florida
$17.4M -$298K -673 -2%
23 24
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