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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
FCA
726
FinTrust Capital Advisors
South Carolina
$11M +$856K +2,212 +9%
WB
727
Webster Bank
Connecticut
$11M – – –
FCI
728
Financial Counselors Inc
Kansas
$10.9M +$939K +2,425 +10%
GBT
729
Grove Bank & Trust
Florida
$10.9M +$1.39M +3,581 +15%
RIM
730
Rakuten Investment Management
Japan
$10.9M – – –
DT
731
Diversified Trust
Tennessee
$10.9M -$225K -580 -2%
CTA
732
Chesley Taft & Associates
Illinois
$10.9M -$89K -230 -0.9%
GAM
733
Gould Asset Management
California
$10.9M +$137K +353 +1%
GRP
734
Global Retirement Partners
California
$10.9M +$115K +296 +1%
WAP
735
Wealthcare Advisory Partners
Pennsylvania
$10.9M +$688K +1,777 +7%
HIA
736
Harbor Investment Advisory
Maryland
$10.8M -$531K -1,372 -5%
PA
737
PSI Advisors
Florida
$10.8M -$2.71M -6,997 -20%
CSM
738
CAMG Solamere Management
North Carolina
$10.8M +$222K +574 +2%
KW
739
KWB Wealth
California
$10.7M -$1.56M -4,026 -13%
LDFR
740
Lehman & Derafelo Financial Resources
Pennsylvania
$10.7M – – –
IA
741
IFP Advisors
Florida
$10.7M -$6.1M -15,762 -37%
FPFS
742
First Personal Financial Services
North Carolina
$10.6M -$530K -1,369 -5%
CBFP
743
Cedar Brook Financial Partners
Ohio
$10.6M +$115K +298 +1%
BBHBI
744
B, B, H, & B Inc
Alabama
$10.6M -$14.2M -36,677 -58%
MNBTD
745
Moody National Bank Trust Division
Texas
$10.5M – – –
PWP
746
Personal Wealth Partners
Minnesota
$10.5M -$312K -806 -3%
NG
747
NatWest Group
United Kingdom
$10.5M -$168K -435 -2%
SIM
748
Stratos Investment Management
Ohio
$10.4M -$858K -2,215 -8%
PFA
749
Pinnacle Family Advisors
Missouri
$10.4M -$818K -2,113 -7%
PWM
750
Praetorian Wealth Management
California
$10.4M +$166K +429 +2%
28 29
30
31 32