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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
BA
701
Ballew Advisors
Mississippi
$4.68M +$346K +1,267 +9%
FC
702
Ferris Capital
Massachusetts
$4.63M +$1.25M +4,577 +39%
MWC
703
MKD Wealth Coaches
Michigan
$4.61M -$33.4K -122 -0.7%
RWA
704
Ropes Wealth Advisors
Massachusetts
$4.55M +$172K +630 +4%
JA
705
JVL Associates
Michigan
$4.54M – – –
MCM
706
Maryland Capital Management
Maryland
$4.49M -$121K -442 -3%
CCM
707
Condor Capital Management
New Jersey
$4.48M -$75.7K -277 -2%
LWAC
708
Laurel Wealth Advisors (California)
California
$4.44M -$4.17M -15,241 -49%
DC
709
Davenport & Co
Virginia
$4.42M +$953K +3,485 +29%
CC
710
Chicago Capital
Illinois
$4.4M +$34.2K +125 +0.8%
JIR
711
James Investment Research
Ohio
$4.39M -$1.84M -6,720 -30%
MWC
712
MBM Wealth Consultants
Missouri
$4.39M +$346K +1,267 +9%
PWAP
713
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$4.36M +$951K +3,479 +29%
SB
714
Simmons Bank
Arkansas
$4.35M +$212K +776 +5%
CLOS
715
Compagnie Lombard Odier SCmA
Switzerland
$4.33M – – –
MBT
716
Montecito Bank & Trust
California
$4.31M +$269K +982 +7%
MFP
717
Meridian Financial Partners
Virginia
$4.3M -$354K -1,293 -8%
WPW
718
Waldron Private Wealth
Pennsylvania
$4.3M -$1.77M -6,483 -30%
NNP
719
Nachman Norwood & Parrott
South Carolina
$4.29M -$142K -521 -3%
KCP
720
KDI Capital Partners
North Carolina
$4.24M +$42.7K +156 +1%
GBT
721
Grove Bank & Trust
Florida
$4.22M +$62.1K +227 +2%
CBFP
722
Cedar Brook Financial Partners
Ohio
$4.22M +$394K +1,440 +11%
BA
723
Boston Advisors
Massachusetts
$4.22M +$1.19M +4,339 +41%
GLA
724
Great Lakes Advisors
Illinois
$4.2M +$29K +106 +0.7%
IP
725
Investment Partners
Ohio
$4.2M -$98.7K -361 -2%
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