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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
JA
726
JVL Associates
Michigan
$4.02M +$1.58M +5,803 +57%
BA
727
Ballew Advisors
Mississippi
$3.97M +$645K +2,375 +19%
FNBOSM
728
First National Bank of South Miami
Florida
$3.94M +$3.94M +14,515 New
NNP
729
Nachman Norwood & Parrott
South Carolina
$3.93M +$4.24M +15,607 New
CTA
730
Colonial Trust Advisors
South Carolina
$3.91M -$7.25M -26,697 -63%
DCM
731
DeGreen Capital Management
Arizona
$3.89M -$3.75M -13,818 -47%
RWA
732
Ropes Wealth Advisors
Massachusetts
$3.87M -$38.6K -142 -0.9%
CC
733
Chicago Capital
Illinois
$3.86M +$14.9K +55 +0.4%
CLOS
734
Compagnie Lombard Odier SCmA
Switzerland
$3.82M +$950K +3,500 +30%
VLC
735
Van Leeuwen & Company
New Jersey
$3.8M -$845K -3,112 -17%
IP
736
Investment Partners
Ohio
$3.8M -$211K -776 -5%
SGK
737
Steigerwald Gordon & Koch
Virginia
$3.8M +$86.1K +317 +2%
VHAM
738
Van Hulzen Asset Management
California
$3.8M -$1.22M -4,507 -23%
BFG
739
Beacon Financial Group
Texas
$3.79M +$1.49M +5,469 +56%
SFP
740
Shepherd Financial Partners
Massachusetts
$3.78M +$3.02M +11,121 +290%
MI
741
Moneywise Inc
Virginia
$3.75M -$40.7K -150 -1%
BBA
742
Braun-Bostich & Associates
Pennsylvania
$3.73M +$22.5K +83 +0.6%
KCP
743
KDI Capital Partners
North Carolina
$3.71M +$733K +2,698 +22%
PAG
744
Private Advisory Group
Washington
$3.7M +$357K +1,314 +10%
BFM
745
Boston Financial Management
Massachusetts
$3.7M -$608K -2,238 -13%
VWM
746
Venturi Wealth Management
Texas
$3.7M +$936K +3,447 +30%
GLA
747
Great Lakes Advisors
Illinois
$3.69M +$296K +1,089 +8%
GBT
748
Grove Bank & Trust
Florida
$3.67M +$585K +2,155 +17%
SB
749
Simmons Bank
Arkansas
$3.65M -$6.79K -25 -0.2%
NEAM
750
New England Asset Management
Connecticut
$3.65M – – –
28 29
30
31 32