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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
KL
801
KWMG LLC
Kansas
$2.99M -$616K -2,269 -16%
1NWS
802
1 North Wealth Services
Maryland
$2.98M +$3.22M +11,857 New
HT
803
HighTower Trust
Texas
$2.98M +$53.2K +196 +2%
QCG
804
Quadrant Capital Group
Ohio
$2.98M +$210K +775 +7%
PWAP
805
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$2.98M +$619K +2,281 +24%
PCA
806
Personal Capital Advisors
California
$2.98M +$2.24M +8,255 +231%
DY
807
Dowling & Yahnke
California
$2.97M -$97.8K -360 -3%
AIP
808
Ahrens Investment Partners
Louisiana
$2.96M -$281K -1,034 -8%
FC
809
Ferris Capital
Massachusetts
$2.94M +$2.74M +10,092 +628%
CG
810
Caprock Group
Idaho
$2.94M – – –
FPCG
811
Fort Pitt Capital Group
Pennsylvania
$2.93M +$1.95M +7,172 +160%
CAG
812
Csenge Advisory Group
Florida
$2.93M +$671K +2,472 +27%
WS
813
Wedbush Securities
California
$2.92M +$191K +703 +6%
NCM
814
Novare Capital Management
North Carolina
$2.92M +$278K +1,025 +10%
W
815
Wealthquest
Ohio
$2.92M +$3.15M +11,586 New
APG
816
Abacus Planning Group
South Carolina
$2.91M +$2.83M +10,417 +910%
CPP
817
Crow Point Partners
Massachusetts
$2.87M -$1.23M -4,546 -28%
GP
818
Geneva Partners
Wisconsin
$2.84M +$858K +3,161 +39%
CG
819
Cynosure Group
Utah
$2.83M +$3.05M +11,245 New
HB
820
Homrich & Berg
Georgia
$2.82M -$1.65M -6,060 -35%
BCM
821
Buckhead Capital Management
Georgia
$2.81M +$3.03M +11,148 New
CA
822
Commerzbank Aktiengesellschaft
Germany
$2.8M -$528K -1,945 -15%
RBC
823
Roble Belko & Company
Pennsylvania
$2.79M +$2.91M +10,709 +2,767%
AWS
824
AJ Wealth Strategies
New York
$2.79M +$2.79M +10,274 +1,276%
OIA
825
OneDigital Investment Advisors
Kansas
$2.78M +$61.9K +228 +2%
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33
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