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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
IFAM
751
Institutional & Family Asset Management
Colorado
$15.1M -$122K -272 -0.8%
BFM
752
Broadview Financial Management
Wisconsin
$14.9M +$36.7K +82 +0.3%
KPW
753
Kore Private Wealth
New York
$14.8M +$34K +76 +0.2%
PCM
754
Pennsylvania Capital Management
Pennsylvania
$14.8M +$484K +1,082 +3%
WCP
755
Wick Capital Partners
Pennsylvania
$14.7M -$1.51M -3,383 -9%
FA
756
FDx Advisors
Illinois
$14.7M +$1.24M +2,778 +9%
CGFA
757
Colton Groome Financial Advisors
North Carolina
$14.7M +$1.64M +3,673 +13%
BCM
758
BTC Capital Management
Iowa
$14.6M -$203K -455 -1%
AIM
759
Acropolis Investment Management
Missouri
$14.6M -$97K -217 -0.7%
WHG
760
Westwood Holdings Group
Texas
$14.6M -$1.25M -2,801 -8%
CPIG
761
Chicago Partners Investment Group
Illinois
$14.6M +$1.41M +3,156 +9%
RWG
762
Regal Wealth Group
California
$14.5M -$160K -358 -1%
TC
763
TAGStone Capital
North Carolina
$14.5M -$13.4K -30 -0.1%
MSA
764
McAlister Sweet & Associates
Texas
$14.5M +$3.93M +8,778 +38%
ST
765
Sageworth Trust
Pennsylvania
$14.4M – – –
HWA
766
HCR Wealth Advisors
California
$14.4M +$13.1M +29,312 +1,232%
PFPT
767
Pinnacle Financial Partners (Tennessee)
Tennessee
$14.3M +$484K +1,082 +4%
HI
768
Horizon Investments
North Carolina
$14.3M +$92.6K +207 +0.7%
SFG
769
StrategIQ Financial Group
Indiana
$14.3M +$243K +543 +2%
PGFC
770
Peapack-Gladstone Financial Corp
New Jersey
$14.3M +$818K +1,830 +6%
WDG
771
Wealth Dimensions Group
Ohio
$14.2M +$3.35M +7,487 +31%
RF
772
Resolute Financial
Massachusetts
$14.1M -$270K -603 -2%
CAG
773
Crestwood Advisors Group
Massachusetts
$13.9M -$2.78M -6,207 -17%
BRM
774
Boston Research & Management
Massachusetts
$13.9M +$127K +284 +0.9%
CNHF
775
Conrad N. Hilton Foundation
California
$13.8M -$112M -249,331 -89%
29 30
31
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