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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
676
Highwater Wealth Management
Colorado
$1.14M +$76.3K +347 +7%
CC
677
Cornerstone Capital
California
$1.14M +$1.11M +5,065 New
SLAM
678
Swiss Life Asset Management
$1.12M – – –
AIA
679
Allegis Investment Advisors
Idaho
$1.12M +$355K +1,616 +48%
SFG
680
SNS Financial Group
Minnesota
$1.12M -$433K -1,971 -28%
STB
681
S&T Bank
Pennsylvania
$1.12M -$11.2K -51 -1%
UR
682
USCA RIA
Texas
$1.11M – – –
DPI
683
Diversified Portfolios Inc
Michigan
$1.1M – – –
VWA
684
V Wealth Advisors
Kansas
$1.1M +$720K +3,277 +204%
VWM
685
Vector Wealth Management
Minnesota
$1.09M +$27.7K +126 +3%
EFS
686
Essex Financial Services
Connecticut
$1.09M +$66.6K +303 +7%
FHC
687
First Heartland Consultants
Missouri
$1.09M +$473K +2,152 +80%
HIM
688
Hanlon Investment Management
New Jersey
$1.07M +$5.28K +24 +0.5%
EWM
689
Empirical Wealth Management
Washington
$1.07M +$182K +830 +21%
AMM
690
American Money Management
California
$1.07M -$31.2K -142 -3%
CG
691
Colony Group
Massachusetts
$1.06M +$90.5K +412 +10%
MFW
692
Mosaic Family Wealth
Missouri
$1.06M +$3.96K +18 +0.4%
GP
693
Girard Partners
Pennsylvania
$1.05M +$99.3K +452 +11%
PHS
694
Pekin Hardy Strauss
Illinois
$1.04M – – –
EB
695
Eastern Bank
Massachusetts
$1.04M +$324K +1,475 +47%
HL
696
HeadInvest LLC
Maine
$1.03M +$23.1K +105 +2%
CCM
697
Coe Capital Management
Illinois
$1.03M -$13.2K -60 -1%
NFG
698
Nadler Financial Group
Illinois
$1.02M – – –
MC
699
Miles Capital
Iowa
$1.02M -$316K -1,437 -24%
AIM
700
Advantage Investment Management
Iowa
$1.02M -$9.7M -44,147 -91%
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