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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
MPWT
776
MassMutual Private Wealth & Trust
Connecticut
$14.7M -$621K -1,347 -4%
C
777
Certuity
Florida
$14.7M +$888K +1,927 +7%
PGA
778
Portland Global Advisors
Maine
$14.6M +$2.96M +6,419 +27%
SFG
779
Sovereign Financial Group
Connecticut
$14.6M +$1.41M +3,055 +11%
PFPT
780
Pinnacle Financial Partners (Tennessee)
Tennessee
$14.6M +$250K +542 +2%
WAP
781
Wealthcare Advisory Partners
Pennsylvania
$14.5M +$1.2M +2,612 +9%
CBFP
782
Cedar Brook Financial Partners
Ohio
$14.5M +$986K +2,140 +8%
BRM
783
Boston Research & Management
Massachusetts
$14.4M +$78.8K +171 +0.6%
RIM
784
Rakuten Investment Management
Japan
$14.3M – – –
PGWM
785
Parisi Gray Wealth Management
New Jersey
$14.3M +$2.04M +4,424 +17%
EA
786
Efficient Advisors
Ohio
$14.3M -$496K -1,077 -3%
EW
787
Element Wealth
Mississippi
$14.2M +$594K +1,289 +5%
GAM
788
Gould Asset Management
California
$14.2M +$1.18M +2,570 +9%
PGFC
789
Peapack-Gladstone Financial Corp
New Jersey
$14.1M -$239K -518 -2%
FA
790
FDx Advisors
Illinois
$14.1M +$2.01M +4,368 +17%
IC
791
Intersect Capital
California
$14.1M -$972K -2,109 -7%
SLF
792
Sun Life Financial
Ontario, Canada
$14.1M – – –
SWM
793
Scissortail Wealth Management
Oklahoma
$14.1M +$13.6M +29,482 New
FFN
794
Focus Financial Network
Minnesota
$13.9M +$1.12M +2,422 +9%
AIA
795
Avalon Investment & Advisory
Texas
$13.9M -$4.01M -8,700 -23%
GBT
796
Grove Bank & Trust
Florida
$13.9M +$446K +967 +3%
PAG
797
Private Advisory Group
Washington
$13.8M +$605K +1,312 +5%
TF
798
Trek Financial
Arizona
$13.8M +$1.34M +2,897 +11%
CGFA
799
Colton Groome Financial Advisors
North Carolina
$13.7M +$2.73M +5,923 +26%
WFA
800
Wellspring Financial Advisors
Ohio
$13.7M +$388K +841 +3%
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