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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
RRC
626
Relaxing Retirement Coach
Massachusetts
$10.8M +$3.4M +10,215 +47%
MSA
627
Mason Street Advisors
Wisconsin
$10.8M -$16.6M -49,975 -61%
ST
628
Sageworth Trust
Pennsylvania
$10.8M +$83.9K +252 +0.8%
CWC
629
Carolinas Wealth Consulting
North Carolina
$10.7M -$266K -798 -2%
FTUS
630
Flow Traders U.S.
New York
$10.7M -$34.1M -102,539 -76%
CL
631
CPWM LLC
Washington
$10.6M -$1.06M -3,193 -9%
PI
632
PineBridge Investments
New York
$10.6M – – –
ACP
633
Aveo Capital Partners
Colorado
$10.5M +$10.2M +30,701 +4,508%
NFG
634
NewFocus Financial Group
Washington
$10.5M -$554K -1,665 -5%
TFF
635
The Family Firm
Maryland
$10.4M -$65.9K -198 -0.6%
HSWM
636
Hubbell Strickland Wealth Management
Louisiana
$10.4M +$623K +1,871 +6%
PFA
637
Pinnacle Family Advisors
Missouri
$10.3M +$1.05M +3,164 +11%
GIA
638
Gladstone Institutional Advisory
Florida
$10.3M +$7.65K +23 +0.1%
CPIG
639
Chicago Partners Investment Group
Illinois
$10.3M -$2.35M -7,064 -19%
PGWM
640
Parisi Gray Wealth Management
New Jersey
$10.3M -$252K -758 -2%
EWM
641
EPG Wealth Management
Georgia
$10.3M -$399K -1,198 -4%
TNB
642
TCF National Bank
South Dakota
$10.3M +$1.13M +3,386 +12%
PEA
643
Pacific Edge Advisors
California
$10.3M -$393K -1,180 -4%
PCM
644
Pennsylvania Capital Management
Pennsylvania
$10.2M +$9.98M +29,990 New
SA
645
Silversage Advisors
California
$10.1M -$15.7M -47,274 -61%
BRM
646
Boston Research & Management
Massachusetts
$10M +$334K +1,004 +3%
SLF
647
Sun Life Financial
Ontario, Canada
$9.94M – – –
LWA
648
LWS Wealth Advisors
New Jersey
$9.93M -$600K -1,803 -6%
JHCP
649
Jackson Hole Capital Partners
Oklahoma
$9.93M -$22.6K -68 -0.2%
PVH
650
Psagot Value Holdings
Israel
$9.92M -$1.63M -4,905 -14%
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