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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
BAS
726
Brown Advisory Securities
Maryland
$4.75M -$4.1M -14,136 -47%
BOTW
727
Bank of the West
California
$4.74M -$439K -1,516 -9%
PAG
728
Private Advisory Group
Washington
$4.74M +$396K +1,368 +9%
LWAC
729
Laurel Wealth Advisors (California)
California
$4.73M +$130K +447 +3%
JA
730
JVL Associates
Michigan
$4.7M -$5.51K -19 -0.1%
MCM
731
Mitchell Capital Management
Kansas
$4.7M -$8.21M -28,315 -64%
HIM
732
Hanlon Investment Management
New Jersey
$4.68M +$589K +2,032 +15%
RWA
733
Ropes Wealth Advisors
Massachusetts
$4.67M -$39.4K -136 -0.9%
DC
734
Davenport & Co
Virginia
$4.65M +$67.2K +232 +1%
JHCP
735
Jackson Hole Capital Partners
Oklahoma
$4.65M +$544K +1,878 +14%
MWC
736
MKD Wealth Coaches
Michigan
$4.63M -$141K -487 -3%
TW
737
Transform Wealth
Colorado
$4.62M +$2.78M +9,605 +159%
GBT
738
Grove Bank & Trust
Florida
$4.61M +$237K +819 +6%
CCM
739
Condor Capital Management
New Jersey
$4.61M -$38.3K -132 -0.8%
GWMIA
740
Global Wealth Management Investment Advisory
Florida
$4.6M +$727K +2,509 +19%
MCM
741
Maryland Capital Management
Maryland
$4.6M -$49.3K -170 -1%
BFG
742
Beacon Financial Group
Texas
$4.59M +$292K +1,006 +7%
BHWM
743
Bay Harbor Wealth Management
Maryland
$4.58M +$1.6M +5,529 +55%
CC
744
Chicago Capital
Illinois
$4.56M – – –
FNBOSM
745
First National Bank of South Miami
Florida
$4.51M +$114K +393 +3%
MI
746
Moneywise Inc
Virginia
$4.51M +$253K +873 +6%
VHAM
747
Van Hulzen Asset Management
California
$4.5M +$412K +1,422 +10%
KCP
748
KDI Capital Partners
North Carolina
$4.48M +$82K +283 +2%
BA
749
Boston Advisors
Massachusetts
$4.46M +$89.8K +310 +2%
NCM
750
Novare Capital Management
North Carolina
$4.45M +$108K +373 +3%
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