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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
801
AtlasMark Financial
Texas
$4.31M +$1.52M +4,971 +42%
BWM
802
BerganKDV Wealth Management
Minnesota
$4.29M +$147K +479 +3%
BWA
803
BlueSky Wealth Advisors
North Carolina
$4.27M -$385K -1,255 -7%
PO
804
Private Ocean
California
$4.26M -$30.6K -100 -0.6%
IC
805
InterOcean Capital
Illinois
$4.25M +$2.91M +9,503 +137%
JWM
806
Jackson Wealth Management
Florida
$4.25M -$26.7M -87,185 -86%
PCA
807
Personal Capital Advisors
California
$4.23M +$67.7K +221 +1%
SB
808
Simmons Bank
Arkansas
$4.22M -$1.53K -5 -0%
BAM
809
Baldrige Asset Management
Pennsylvania
$4.22M +$939K +3,065 +23%
MWPCG
810
Measured Wealth Private Client Group
New Hampshire
$4.22M -$225K -735 -4%
APG
811
Abacus Planning Group
South Carolina
$4.2M +$1.42M +4,646 +40%
GL
812
Graypoint LLC
New York
$4.2M +$4.98M +16,251 New
IFWM
813
Institute for Wealth Management
Colorado
$4.18M -$932K -3,042 -16%
FMBTD
814
First Midwest Bank Trust Division
Illinois
$4.17M -$1.06M -3,454 -18%
RIA
815
Regal Investment Advisors
Michigan
$4.17M -$14.8M -48,400 -75%
WAM
816
Weiss Asset Management
Massachusetts
$4.15M +$4.92M +16,060 New
F
817
F3Logic
Minnesota
$4.13M -$322K -1,050 -6%
AAM
818
Aureus Asset Management
Massachusetts
$4.12M +$2.12M +6,916 +77%
MCM
819
Makena Capital Management
California
$4.11M -$631K -2,058 -11%
FWIA
820
Fort Washington Investment Advisors
Ohio
$4.11M +$3.8M +12,410 +356%
PAM
821
PVG Asset Management
Colorado
$4.11M +$814K +2,655 +20%
C
822
Clearshares
New York
$4.1M -$78.4K -256 -2%
RVPG
823
Relative Value Partners Group
$4.1M +$2.32M +7,564 +91%
PMFA
824
Plante Moran Financial Advisors
Michigan
$4.08M -$1M -3,266 -17%
FFS
825
Founders Financial Securities
Maryland
$4.07M -$132K -431 -3%
31 32
33
34 35