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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
701
Next Capital Management
New York
$10.7M -$1.82M -5,115 -15%
AAS
702
Annex Advisory Services
Wisconsin
$10.7M +$1.16M +3,262 +13%
SIM
703
Stratos Investment Management
Ohio
$10.7M +$149K +420 +1%
NFG
704
NewFocus Financial Group
Washington
$10.7M -$1.01M -2,828 -9%
PFA
705
Pinnacle Family Advisors
Missouri
$10.6M -$882K -2,478 -8%
CL
706
Choreo LLC
Illinois
$10.6M -$1.51M -4,250 -13%
AMG
707
Asset Management Group
Connecticut
$10.6M +$9.61K +27 +0.1%
FPFS
708
First Personal Financial Services
North Carolina
$10.5M -$233K -656 -2%
DT
709
Diversified Trust
Tennessee
$10.5M -$12.1K -34 -0.1%
LFS
710
Lutz Financial Services
Nebraska
$10.5M -$474K -1,332 -5%
SFG
711
StrategIQ Financial Group
Indiana
$10.4M -$104K -293 -1%
WB
712
Webster Bank
Connecticut
$10.4M – – –
RIM
713
Rakuten Investment Management
Japan
$10.3M +$214K +600 +2%
PWP
714
Personal Wealth Partners
Minnesota
$10.2M +$617K +1,734 +7%
LSERS
715
Louisiana State Employees Retirement System
Louisiana
$10.2M -$2.49M -7,000 -20%
CMO
716
Covenant Multifamily Offices
Texas
$10.2M +$1.24M +3,472 +15%
EL
717
EQ LLC
Washington
$10.2M +$9.64M +27,085 New
TC
718
Trilogy Capital
California
$10.2M +$604K +1,696 +7%
GRP
719
Global Retirement Partners
California
$10.1M +$1.95M +5,488 +26%
GAM
720
Gould Asset Management
California
$10.1M +$352K +990 +4%
WA
721
Waverly Advisors
Alabama
$10.1M -$263K -738 -3%
CTA
722
Chesley Taft & Associates
Illinois
$10.1M +$598K +1,681 +7%
TF
723
Trek Financial
Arizona
$10.1M +$977K +2,744 +11%
MAM
724
Madison Asset Management
Wisconsin
$10.1M -$8.54K -24 -0.1%
LDFR
725
Lehman & Derafelo Financial Resources
Pennsylvania
$10.1M – – –
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