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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
NRA
651
NSI Retail Advisors
Pennsylvania
$19.2M +$18.9M +42,300 New
CAAM
652
Cornerstone Advisors Asset Management
Pennsylvania
$19.2M +$1.17M +2,626 +7%
1WM
653
1900 Wealth Management
Texas
$19.1M +$11.9M +26,671 +173%
EBA
654
Eagle Bay Advisors
New York
$19M +$1.2M +2,673 +7%
WEG
655
World Equity Group
Illinois
$18.9M +$18.7M +41,724 New
BPCE
656
Bank Pictet & Cie (Europe)
Germany
$18.9M – – –
GCA
657
Greenwood Capital Associates
South Carolina
$18.9M -$3.03M -6,769 -14%
HWM
658
HB Wealth Management
Georgia
$18.9M +$1.23M +2,744 +7%
FCI
659
Financial Counselors Inc
Kansas
$18.8M +$29.5K +66 +0.2%
FFBTD
660
First Financial Bank - Trust Division
Ohio
$18.8M +$673K +1,505 +4%
SWMG
661
Sanchez Wealth Management Group
Florida
$18.8M +$46.5K +104 +0.3%
SAM
662
Silverhawk Asset Management
Arizona
$18.7M +$837K +1,872 +5%
RWMH
663
Riverpoint Wealth Management Holdings
Illinois
$18.7M -$20.6K -46 -0.1%
GSWM
664
Greenup Street Wealth Management
Michigan
$18.7M +$810K +1,811 +5%
PFGIA
665
Patriot Financial Group Insurance Agency
Massachusetts
$18.6M -$179K -401 -1%
CWA
666
Consilio Wealth Advisors
Washington
$18.5M +$5.82M +13,023 +47%
TVAMP
667
Tennessee Valley Asset Management Partners
Tennessee
$18.4M +$25.9K +58 +0.1%
EWM
668
Evermay Wealth Management
Virginia
$18.4M -$239K -535 -1%
BHIA
669
Birch Hill Investment Advisors
Massachusetts
$18.4M +$2.53M +5,647 +16%
SF
670
Synovus Financial
Georgia
$18.4M +$1.26M +2,827 +7%
MSA
671
Mason Street Advisors
Wisconsin
$18.4M +$7.69M +17,200 +74%
JFG
672
JMG Financial Group
Illinois
$18.3M -$46.5K -104 -0.3%
DWT
673
Dorsey & Whitney Trust
South Dakota
$18.1M -$383K -857 -2%
DC
674
DeDora Capital
California
$18.1M +$17.8M +39,899 New
SWM
675
SigFig Wealth Management
California
$18.1M -$1.01M -2,269 -4%
25 26
27
28 29