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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CPIG
676
Chicago Partners Investment Group
Illinois
$13.1M +$245K +633 +2%
OWA
677
Outlook Wealth Advisors
Texas
$13.1M -$2.31M -5,977 -15%
CAG
678
Crestwood Advisors Group
Massachusetts
$13M +$451K +1,164 +4%
CL
679
Choreo LLC
Illinois
$12.9M +$1.6M +4,134 +15%
RWG
680
Regal Wealth Group
California
$12.8M -$212K -548 -2%
I
681
INVST
Indiana
$12.8M -$10.3M -26,629 -47%
BPCE
682
Bank Pictet & Cie (Europe)
Germany
$12.8M -$7.94M -20,510 -39%
EFSCE
683
Enterprise Financial Services Corp (EFSC)
Missouri
$12.8M +$347K +897 +3%
VVP
684
Venture Visionary Partners
Ohio
$12.7M +$3.83M +9,905 +45%
FFS
685
Founders Financial Securities
Maryland
$12.7M +$2.92M +7,553 +31%
ST
686
Sageworth Trust
Pennsylvania
$12.6M -$49.2K -127 -0.4%
AHC
687
Anderson Hoagland & Co
Missouri
$12.6M -$1.57M -4,065 -11%
PGFC
688
Peapack-Gladstone Financial Corp
New Jersey
$12.6M +$4.7M +12,152 +62%
FMBTD
689
First Midwest Bank Trust Division
Illinois
$12.5M +$6.47M +16,720 +113%
AIA
690
Avalon Investment & Advisory
Texas
$12.5M +$764K +1,972 +7%
FPW
691
Flagship Private Wealth
Massachusetts
$12.4M -$20.1K -52 -0.2%
AAS
692
Annex Advisory Services
Wisconsin
$12.4M +$1.07M +2,754 +10%
HI
693
Horizon Investments
North Carolina
$12.4M +$12M +31,080 New
JHCP
694
Jackson Hole Capital Partners
Oklahoma
$12.3M +$507K +1,309 +4%
WWM
695
Western Wealth Management
Colorado
$12.3M -$185K -477 -2%
CAS
696
Cascadia Advisory Services
Oregon
$12.3M +$12M +30,961 New
PCM
697
Pennsylvania Capital Management
Pennsylvania
$12.2M -$218K -564 -2%
FAIM
698
Financial Advocates Investment Management
Washington
$12.2M +$3.92M +10,123 +49%
BRM
699
Boston Research & Management
Massachusetts
$12.2M +$307K +794 +3%
SFG
700
Sovereign Financial Group
Connecticut
$12.1M -$166K -430 -1%
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