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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
LCOV
626
London Company of Virginia
Virginia
$41.4M +$31.6M +53,431 +317%
PGFC
627
Peapack-Gladstone Financial Corp
New Jersey
$41.3M +$3.91M +6,601 +10%
KCM
628
Kaye Capital Management
California
$41.2M -$267K -451 -0.6%
WS
629
Wedbush Securities
California
$41.1M +$1.21M +2,037 +3%
AC
630
Asio Capital
Kentucky
$40.9M +$1.56M +2,635 +4%
NL
631
NDWM LLC
California
$40.8M -$405K -685 -1%
MYIA
632
Mount Yale Investment Advisors
Colorado
$40.8M +$4.4M +7,438 +12%
AAMA
633
Advanced Asset Management Advisors
Ohio
$40.7M – – –
WHG
634
Westwood Holdings Group
Texas
$40.7M +$28.4M +47,941 +226%
WFAG
635
Wescott Financial Advisory Group
Pennsylvania
$40.7M +$1.19M +2,018 +3%
KFS
636
Kelly Financial Services
Massachusetts
$40.6M -$1.42M -2,393 -3%
ATC
637
Argent Trust Co
Tennessee
$40.6M -$1.41M -2,387 -3%
SSF
638
Southern Style Financial
California
$40.5M +$40.7M +68,779 New
C
639
Certuity
Florida
$40.3M +$15.1M +25,480 +59%
SCA
640
Stonebridge Capital Advisors
Minnesota
$40.3M +$219K +370 +0.5%
CA
641
Cornerstone Advisory
Maryland
$40.3M -$729K -1,231 -2%
EWM
642
Evercore Wealth Management
New York
$40.2M -$216K -365 -0.5%
CIA
643
Capital Investment Advisors
Georgia
$40.1M +$4.02M +6,798 +11%
SF
644
Summit Financial
New Jersey
$40M +$4.94M +8,347 +14%
FFBTD
645
First Financial Bank - Trust Division
Ohio
$39.9M +$2.31M +3,905 +6%
CTA
646
Colonial Trust Advisors
South Carolina
$39.8M +$521K +881 +1%
SWA
647
Serenus Wealth Advisors
California
$39.7M +$61.6M +104,049 New
ACP
648
Aveo Capital Partners
Colorado
$39.5M -$558K -943 -1%
PVAMC
649
PPS&V Asset Management Consultants
Michigan
$39.5M -$568K -959 -1%
HNW
650
High Note Wealth
Minnesota
$39.2M +$6.53M +11,031 +20%
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