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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
FIA
601
Foundations Investment Advisors
Arizona
$49.7M -$9.75M -15,136 -17%
PAS
602
PKS Advisory Services
New York
$49.6M -$989K -1,536 -2%
CWG
603
Cornerstone Wealth Group
North Carolina
$49.6M -$1.26M -1,963 -3%
GI
604
GAMCO Investors
Connecticut
$49.5M -$162K -251 -0.3%
SIM
605
Stratos Investment Management
Ohio
$49.4M +$9.19M +14,267 +24%
SFMG
606
Sage Financial Management Group
Virginia
$49.2M +$729K +1,132 +2%
HCA
607
Harbor Capital Advisors
Illinois
$49.1M -$2.92M -4,541 -6%
HPM
608
Hoxton Planning & Management
West Virginia
$48.9M -$234K -363 -0.5%
AFP
609
Alpha Financial Partners
Kentucky
$48.6M +$1.62M +2,511 +4%
ATC
610
Argent Trust Co
Tennessee
$48.5M -$130K -202 -0.3%
SCM
611
Spreng Capital Management
Ohio
$48.3M -$3.27M -5,071 -7%
PGFC
612
Peapack-Gladstone Financial Corp
New Jersey
$48.2M -$556K -863 -1%
MG
613
Mather Group
Illinois
$47.9M -$861K -1,337 -2%
HCM
614
Hollencrest Capital Management
California
$47.9M +$234K +364 +0.5%
PVAMC
615
PPS&V Asset Management Consultants
Michigan
$47.3M +$412K +639 +0.9%
CCWA
616
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$47.3M -$2.43M -3,772 -5%
B
617
Bailard
California
$47.2M -$417K -647 -0.9%
PFM
618
Patton Fund Management
Texas
$47.1M +$45.3M +70,352 New
CA
619
Cornerstone Advisory
Maryland
$46.9M +$1.82M +2,828 +4%
NCM
620
Novare Capital Management
North Carolina
$46.9M +$1.14M +1,771 +3%
KFA
621
Kelleher Financial Advisors
New York
$46.8M -$3.4M -5,280 -7%
1WM
622
1900 Wealth Management
Texas
$46.6M -$1.4M -2,177 -3%
RA
623
Rational Advisors
New York
$46.5M +$553K +858 +1%
WHG
624
Westwood Holdings Group
Texas
$46.3M -$1.77M -2,750 -4%
FFA
625
Fi3 Financial Advisors
Indiana
$46.3M -$1.9M -2,951 -4%
23 24
25
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