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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
HB
676
Homrich & Berg
Georgia
$1.42M +$407K +1,739 +41%
AIM
677
Aspen Investment Management
Michigan
$1.39M – – –
RCWMU
678
Rothschild & Co Wealth Management (UK)
United Kingdom
$1.38M – – –
B
679
Bridgeworth
Alabama
$1.38M +$234 +1 +0%
PC
680
Pecaut & Co
Iowa
$1.38M +$1.36M +5,810 New
BWM
681
BerganKDV Wealth Management
Minnesota
$1.34M +$289K +1,234 +28%
SCI
682
Stableford Capital II
Arizona
$1.33M +$1.31M +5,615 New
ADL
683
Asset Dedication LLC
California
$1.33M -$192K -822 -13%
RC
684
RegentAtlantic Capital
New Jersey
$1.31M -$26.9K -115 -2%
MCM
685
McRae Capital Management
New Jersey
$1.3M +$56.8K +243 +5%
GP
686
Girard Partners
Pennsylvania
$1.3M +$187K +801 +17%
CIM
687
Confluence Investment Management
Missouri
$1.28M +$57.8K +247 +5%
JIR
688
James Investment Research
Ohio
$1.25M +$5.85K +25 +0.5%
HIIFS
689
Harel Insurance Investments & Financial Services
Israel
$1.25M +$1.24M +5,300 New
UR
690
USCA RIA
Texas
$1.24M +$73.4K +314 +6%
SF
691
Synovus Financial
Georgia
$1.22M +$226K +968 +23%
MOACM
692
Mutual of America Capital Management
New York
$1.22M -$183K -782 -13%
NAM
693
NTV Asset Management
West Virginia
$1.21M +$468 +2 +0%
MS
694
Marshall & Sullivan
Washington
$1.21M +$1.17M +5,000 New
W
695
Wealthfront
California
$1.2M +$643K +2,749 +118%
BCMO
696
Buckingham Capital Management (Ohio)
Ohio
$1.2M -$23.4K -100 -2%
CCM
697
Colorado Capital Management
Colorado
$1.2M -$98K -419 -8%
SLAM
698
Swiss Life Asset Management
$1.19M – – –
AMM
699
American Money Management
California
$1.17M +$36.5K +156 +3%
STB
700
S&T Bank
Pennsylvania
$1.17M -$12.6K -54 -1%
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