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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
MWC
751
MKD Wealth Coaches
Michigan
$4.71M +$26.8K +90 +0.6%
CC
752
Chicago Capital
Illinois
$4.71M +$92.1K +310 +2%
MBT
753
Montecito Bank & Trust
California
$4.67M +$172K +580 +4%
EK
754
Evensky & Katz
Florida
$4.63M +$711K +2,391 +18%
GBT
755
Grove Bank & Trust
Florida
$4.61M -$57.7K -194 -1%
MI
756
Moneywise Inc
Virginia
$4.59M +$30.9K +104 +0.7%
BAS
757
Brown Advisory Securities
Maryland
$4.58M -$232K -779 -5%
MCM
758
Maryland Capital Management
Maryland
$4.57M -$80.3K -270 -2%
P3I
759
Progeny 3 Inc
Washington
$4.57M +$2.05M +6,900 +82%
DC
760
Davenport & Co
Virginia
$4.55M -$104K -349 -2%
AWM
761
Avior Wealth Management
Nebraska
$4.54M +$505K +1,699 +13%
BA
762
Bristlecone Advisors
Washington
$4.53M +$388K +1,304 +9%
TW
763
Transform Wealth
Colorado
$4.52M -$152K -512 -3%
APCM
764
Alaska Permanent Capital Management
Alaska
$4.52M +$449K +1,511 +11%
AWA
765
Alaska Wealth Advisors
Alaska
$4.52M +$1.59M +5,360 +55%
NNP
766
Nachman Norwood & Parrott
South Carolina
$4.48M +$30.3K +102 +0.7%
WA
767
Winfield Associates
Ohio
$4.48M +$2.74M +9,215 +159%
CA
768
Continuum Advisory
Idaho
$4.44M -$510K -1,717 -10%
FNBOSM
769
First National Bank of South Miami
Florida
$4.44M – – –
CCM
770
Condor Capital Management
New Jersey
$4.42M -$241K -810 -5%
LA
771
Legacy Advisors
Pennsylvania
$4.41M +$40.1K +135 +0.9%
FFS
772
Founders Financial Securities
Maryland
$4.4M +$240K +806 +6%
HIMCH
773
Hartford Investment Management Co (HIMCO)
Connecticut
$4.38M +$4.04M +13,575 +1,223%
WP
774
WMS Partners
Maryland
$4.38M -$10.1K -34 -0.2%
CPIG
775
Chicago Partners Investment Group
Illinois
$4.37M +$352K +1,184 +9%
29 30
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