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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
626
Private Advisory Group
Washington
$3.65M -$598K -2,199 -14%
CG
627
Caprock Group
Idaho
$3.61M – – –
FCT
628
Family Capital Trust
Massachusetts
$3.61M +$15.2K +56 +0.4%
SB
629
Simmons Bank
Arkansas
$3.57M -$270K -992 -7%
RWA
630
Ropes Wealth Advisors
Massachusetts
$3.56M -$135K -496 -4%
AIP
631
Ahrens Investment Partners
Louisiana
$3.54M -$524K -1,925 -13%
GRP
632
Global Retirement Partners
California
$3.53M +$426K +1,566 +14%
RMAM
633
Raab & Moskowitz Asset Management
New Jersey
$3.52M -$214K -785 -6%
LFS
634
Lutz Financial Services
Nebraska
$3.51M +$695K +2,554 +25%
SJIM
635
St. Johns Investment Management
Florida
$3.5M -$250K -918 -7%
JIP
636
Jaffetilchin Investment Partners
Florida
$3.43M +$6.53K +24 +0.2%
GLA
637
Great Lakes Advisors
Illinois
$3.42M +$758K +2,785 +29%
HCM
638
HMS Capital Management
Tennessee
$3.41M +$3.18M +11,700 +1,481%
CT
639
Clearstead Trust
Maine
$3.4M +$71.8K +264 +2%
GBT
640
Grove Bank & Trust
Florida
$3.4M – – –
FFS
641
Founders Financial Securities
Maryland
$3.4M +$174K +640 +5%
HI
642
Horizon Investments
North Carolina
$3.4M +$174K +640 +5%
CCM
643
Canal Capital Management
Virginia
$3.35M -$1.11M -4,083 -25%
GW
644
GW & Wade
Massachusetts
$3.34M +$281K +1,034 +9%
VWM
645
Venturi Wealth Management
Texas
$3.33M -$308K -1,131 -9%
CM
646
CS McKee
Pennsylvania
$3.27M – – –
HT
647
HighTower Trust
Texas
$3.25M +$463K +1,702 +17%
DCM
648
Dearborn Capital Management
Illinois
$3.25M +$816 +3 +0%
S
649
SignatureFD
Georgia
$3.21M +$328K +1,206 +11%
CC
650
Chicago Capital
Illinois
$3.2M +$819K +3,010 +35%
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