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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
ATPW
751
Ashton Thomas Private Wealth
Arizona
$6.33M -$327K -1,113 -5%
TI
752
Truepoint Inc
Ohio
$6.29M -$442K -1,504 -7%
CTC
753
Central Trust Company
Missouri
$6.27M +$35.5K +121 +0.6%
SDAM
754
Shulman DeMeo Asset Management
New York
$6.2M -$152K -517 -3%
HH
755
Hilltop Holdings
Texas
$6.19M +$5.13M +17,474 +694%
1IA
756
1834 Investment Advisors
Wisconsin
$6.17M -$263K -895 -4%
CA
757
Calton & Associates
Florida
$6.16M +$1.48M +5,029 +34%
KIA
758
KCM Investment Advisors
California
$6.15M -$21.4M -72,918 -79%
AAM
759
Aureus Asset Management
Massachusetts
$6.15M +$1.15M +3,909 +25%
SS
760
Sunbelt Securities
Texas
$6.14M -$12.9M -44,098 -69%
KA
761
Kovack Advisors
Florida
$6.14M +$628K +2,139 +12%
FIM
762
Fernwood Investment Management
Massachusetts
$6.14M +$30.8K +105 +0.5%
PFGIA
763
Patriot Financial Group Insurance Agency
Massachusetts
$6.12M +$1.56M +5,324 +37%
IAA
764
Independent Advisor Alliance
North Carolina
$6.09M -$976K -3,325 -15%
JIR
765
James Investment Research
Ohio
$6.09M -$151K -515 -3%
TCM
766
Telos Capital Management
California
$6.03M +$9.98K +34 +0.2%
DW
767
Domani Wealth
Pennsylvania
$6.02M -$544K -1,852 -9%
FC
768
Ferris Capital
Massachusetts
$6M +$1.25M +4,243 +28%
IIC
769
Integrated Investment Consultants
Michigan
$5.94M +$176K +601 +3%
IFWM
770
Institute for Wealth Management
Colorado
$5.91M +$847K +2,885 +18%
LSAG
771
Lake Street Advisors Group
New Hampshire
$5.89M +$571K +1,946 +11%
BAS
772
Brown Advisory Securities
Maryland
$5.89M -$319K -1,088 -6%
NCM
773
Novare Capital Management
North Carolina
$5.88M -$499K -1,699 -8%
GVAG
774
Great Valley Advisor Group
Delaware
$5.86M +$2.57M +8,740 +86%
CRCM
775
Corbett Road Capital Management
Virginia
$5.71M +$423K +1,439 +8%
29 30
31
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