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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
676
Bay Harbor Wealth Management
Maryland
$19.4M +$6.59M +14,289 +49%
HR
677
Howe & Rusling
New York
$19.4M +$583K +1,264 +3%
TVAMP
678
Tennessee Valley Asset Management Partners
Tennessee
$19.3M +$391K +848 +2%
SWA
679
Stratos Wealth Advisors
Ohio
$19.3M +$5.23M +11,359 +39%
JFG
680
JMG Financial Group
Illinois
$19.2M +$252K +546 +1%
MPW
681
MA Private Wealth
California
$19.2M -$803K -1,742 -4%
PPG
682
Peak Planning Group
Colorado
$19.1M +$2.1M +4,548 +13%
FFBTD
683
First Financial Bank - Trust Division
Ohio
$19M +$607K +1,317 +3%
EBA
684
Eagle Bay Advisors
New York
$19M -$1.02M -2,222 -5%
CAAM
685
Cornerstone Advisors Asset Management
Pennsylvania
$18.9M +$18.3M +39,641 New
WSFS
686
Wilmington Savings Fund Society
Delaware
$18.9M -$672K -1,458 -4%
DJYG
687
David J. Yvars Group
Florida
$18.8M -$22.1K -48 -0.1%
FNT
688
First National Trust
Pennsylvania
$18.8M -$793K -1,720 -4%
SAM
689
Silverhawk Asset Management
Arizona
$18.8M +$18.2M +39,406 New
HF
690
Halpern Financial
Virginia
$18.8M +$916K +1,987 +5%
GSWM
691
Greenup Street Wealth Management
Michigan
$18.8M +$18.1M +39,311 New
KFS
692
Kelly Financial Services
Massachusetts
$18.7M +$382K +829 +2%
MWM
693
Modera Wealth Management
New Jersey
$18.7M -$977K -2,121 -5%
SXL
694
Summit X LLC
Missouri
$18.7M +$1.25M +2,717 +7%
WG
695
Welch Group
Alabama
$18.7M +$14.3M +31,138 +389%
CCFM
696
Clear Creek Financial Management
Washington
$18.6M -$1.5M -3,259 -8%
FCM
697
Fourpath Capital Management
Oklahoma
$18.6M +$17.9M +38,924 New
FIA
698
Foundations Investment Advisors
Arizona
$18.6M +$1.11M +2,418 +7%
HWM
699
HB Wealth Management
Georgia
$18.6M +$17.9M +38,898 New
HI
700
Harbour Investments
Wisconsin
$18.5M -$15.6M -33,945 -47%
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