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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
SLAM
851
Swiss Life Asset Management
$1.33M – – –
DACG
852
Donor Advised Charitable Giving
California
$1.31M +$35.2K +128 +3%
CAN
853
Claraphi Advisory Network
United States
$1.27M +$190K +691 +17%
ABC
854
Associated Banc-Corp
Wisconsin
$1.27M +$216K +785 +20%
LCM
855
Liberty Capital Management
Michigan
$1.25M +$1.1M +4,000 +551%
HL
856
HeadInvest LLC
Maine
$1.25M -$15.1K -55 -1%
EWA
857
Exencial Wealth Advisors
Oklahoma
$1.25M +$5.78K +21 +0.4%
CCM
858
Colorado Capital Management
Colorado
$1.25M -$25.9K -94 -2%
MFW
859
Mosaic Family Wealth
Missouri
$1.25M +$323K +1,175 +33%
DAS
860
Dynamic Advisor Solutions
Arizona
$1.24M -$4.82M -17,525 -79%
SNT
861
Security National Trust
West Virginia
$1.24M -$13.8K -50 -1%
B
862
Bridgeworth
Alabama
$1.23M +$67.1K +244 +5%
CGA
863
Crescent Grove Advisors
Illinois
$1.23M +$111K +403 +9%
FB
864
Fulton Bank
Pennsylvania
$1.22M +$193K +700 +18%
AMM
865
American Money Management
California
$1.22M +$44.8K +163 +4%
VWA
866
V Wealth Advisors
Kansas
$1.21M -$10.7K -39 -0.8%
AP
867
Appleton Partners
Massachusetts
$1.21M -$36.6K -133 -3%
WPC
868
White Pine Capital
Minnesota
$1.21M +$121K +440 +11%
CCM
869
Coe Capital Management
Illinois
$1.2M -$27.8K -101 -2%
SWK
870
Stephen W. Kidder
$1.19M – – –
PWPS
871
Pinnacle Wealth Planning Services
Ohio
$1.19M -$792K -2,880 -39%
HAM
872
Highstreet Asset Management
Ontario, Canada
$1.19M -$446K -1,621 -27%
DIA
873
Denver Investment Advisors
Colorado
$1.19M +$5.78K +21 +0.5%
EK
874
Evensky & Katz
Florida
$1.19M -$6.33K -23 -0.5%
TRCT
875
Tower Research Capital (TRC)
New York
$1.19M +$1.23M +4,475 New
33 34
35
36 37