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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
826
Telemus Capital
Michigan
$4.79M +$1.51M +5,137 +52%
CI
827
Cavalier Investments
Georgia
$4.79M +$1.63M +5,547 +56%
OIM
828
Opus Investment Management
Massachusetts
$4.77M – – –
FWM
829
Frontier Wealth Management
Missouri
$4.75M -$1.12M -3,831 -20%
CC
830
Chicago Capital
Illinois
$4.74M +$46.4K +158 +1%
APG
831
Abacus Planning Group
South Carolina
$4.73M -$285K -970 -6%
MCM
832
Makena Capital Management
California
$4.73M -$184K -627 -4%
FMBTD
833
First Midwest Bank Trust Division
Illinois
$4.72M -$267K -911 -6%
BOTW
834
Bank of the West
California
$4.71M -$494K -1,683 -10%
PMFA
835
Plante Moran Financial Advisors
Michigan
$4.69M -$189K -645 -4%
LI
836
LVZ Inc
Michigan
$4.66M +$2.17M +7,401 +97%
WB
837
West Bancorporation
Iowa
$4.66M +$31.4K +107 +0.7%
SMFS
838
Squar Milner Financial Services
California
$4.65M +$564K +1,922 +15%
PAM
839
Peak Asset Management
Colorado
$4.64M -$547K -1,862 -11%
FWIA
840
Fort Washington Investment Advisors
Ohio
$4.63M -$279K -950 -6%
NL
841
NEPC LLC
Massachusetts
$4.62M – – –
MC
842
Middleton & Co
Massachusetts
$4.61M -$255K -870 -6%
PCG
843
Private Capital Group
Connecticut
$4.57M +$323K +1,100 +8%
S
844
SignatureFD
Georgia
$4.56M +$202K +688 +5%
LCOV
845
London Company of Virginia
Virginia
$4.55M -$14.3M -48,777 -77%
KPW
846
Kore Private Wealth
New York
$4.53M +$704K +2,398 +20%
PWA
847
Peterson Wealth Advisors
Utah
$4.51M -$114K -388 -3%
JA
848
JVL Associates
Michigan
$4.49M -$179K -610 -4%
MCM
849
Maryland Capital Management
Maryland
$4.45M +$308K +1,050 +8%
FHC
850
First Heartland Consultants
Missouri
$4.44M -$1.12M -3,812 -21%
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