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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
701
Gitterman Wealth Management
New Jersey
$13.7M -$23.4M -55,936 -64%
FCA
702
FLC Capital Advisors
California
$13.7M -$728K -1,738 -5%
SSW
703
Smith Shellnut Wilson
Mississippi
$13.7M -$1.54M -3,666 -10%
ST
704
Sageworth Trust
Pennsylvania
$13.5M -$57K -136 -0.4%
MWA
705
Motive Wealth Advisors
Michigan
$13.5M +$13.2M +31,514 New
OWA
706
Outlook Wealth Advisors
Texas
$13.5M -$562K -1,341 -4%
CF
707
Copperwynd Financial
Arizona
$13.5M +$13.1M +31,322 New
PCM
708
Pennsylvania Capital Management
Pennsylvania
$13.4M +$419 +1 +0%
LFAS
709
Level Four Advisory Services
Texas
$13.3M +$1.19M +2,850 +10%
NCM
710
Next Capital Management
New York
$13.3M +$897K +2,141 +7%
BHWM
711
Bay Harbor Wealth Management
Maryland
$13.2M +$1.13M +2,704 +10%
JHCP
712
Jackson Hole Capital Partners
Oklahoma
$13.2M -$131K -312 -1%
TC
713
TownSquare Capital
Utah
$13.2M +$1.97M +4,697 +18%
FPW
714
Flagship Private Wealth
Massachusetts
$13.1M -$150K -357 -1%
PGFC
715
Peapack-Gladstone Financial Corp
New Jersey
$13M -$545K -1,300 -4%
DBT
716
Dubuque Bank & Trust
Iowa
$13M – – –
BRM
717
Boston Research & Management
Massachusetts
$13M -$229K -547 -2%
SFA
718
Source Financial Advisors
New York
$12.9M -$1.58M -3,778 -11%
CL
719
CPWM LLC
Washington
$12.9M -$120K -286 -0.9%
SFA
720
Sequoia Financial Advisors
Ohio
$12.9M +$2.2M +5,250 +21%
IC
721
Intersect Capital
California
$12.8M +$86.7K +207 +0.7%
SLF
722
Sun Life Financial
Ontario, Canada
$12.7M – – –
VA
723
Valmark Advisers
Ohio
$12.6M +$78.8K +188 +0.6%
SFG
724
StrategIQ Financial Group
Indiana
$12.6M +$10.5K +25 +0.1%
TFF
725
The Family Firm
Maryland
$12.6M -$49K -117 -0.4%
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