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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
MOACM
651
Mutual of America Capital Management
New York
$1.33M +$295K +1,344 +29%
B
652
Bridgeworth
Alabama
$1.32M +$1.28M +5,830 New
AIM
653
Aspen Investment Management
Michigan
$1.32M – – –
RCWMU
654
Rothschild & Co Wealth Management (UK)
United Kingdom
$1.31M -$25.3K -115 -2%
FPCP
655
Fort Point Capital Partners
California
$1.28M -$15.4K -70 -1%
ST
656
Smithfield Trust
Pennsylvania
$1.27M +$950K +4,323 +325%
RC
657
RegentAtlantic Capital
New Jersey
$1.27M +$162K +738 +15%
PGFC
658
Peapack-Gladstone Financial Corp
New Jersey
$1.27M – – –
FIM
659
Frontier Investment Management
Texas
$1.26M -$466K -2,121 -28%
JFA
660
JNBA Financial Advisors
Minnesota
$1.25M +$400K +1,819 +49%
GIA
661
Guyasuta Investment Advisors
Pennsylvania
$1.24M -$209K -953 -15%
MPI
662
Mairs & Power Inc
Minnesota
$1.24M +$149K +679 +14%
CCM
663
Colorado Capital Management
Colorado
$1.23M +$34.1K +155 +3%
IWM
664
IHT Wealth Management
Illinois
$1.22M +$1.19M +5,401 New
BSW
665
Buckingham Strategic Wealth
Missouri
$1.22M -$3.52K -16 -0.3%
FWP
666
FAS Wealth Partners
Kansas
$1.22M +$124K +565 +12%
3AM
667
3D Asset Management
Connecticut
$1.21M -$295K -1,344 -20%
GRP
668
Global Retirement Partners
California
$1.19M +$1.16M +5,273 New
JIR
669
James Investment Research
Ohio
$1.18M +$346K +1,575 +43%
MCM
670
McRae Capital Management
New Jersey
$1.18M -$15.2K -69 -1%
CNC
671
Citizens & Northern Corp
Pennsylvania
$1.17M -$14.5K -66 -1%
BCMO
672
Buckingham Capital Management (Ohio)
Ohio
$1.16M -$73.8K -336 -6%
CIM
673
Confluence Investment Management
Missouri
$1.16M +$110K +502 +11%
SWK
674
Stephen W. Kidder
$1.16M – – –
NAM
675
NTV Asset Management
West Virginia
$1.15M +$1.1K +5 +0.1%
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