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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
EK
876
Evensky & Katz
Florida
$1.54M +$36.1K +126 +2%
BJ
877
Brouwer & Janachowski
California
$1.54M +$76.6K +267 +5%
AFNAS
878
American Financial Network Advisory Services
California
$1.53M +$1.46M +5,083 +3,657%
FTC
879
Farmers Trust Company
Ohio
$1.53M -$40.2K -140 -3%
MCM
880
McRae Capital Management
New Jersey
$1.53M – – –
SWM
881
SVA Wealth Management
Wisconsin
$1.51M +$2.58K +9 +0.2%
DBRC
882
D.B. Root & Company
Pennsylvania
$1.5M -$83.2K -290 -5%
SWM
883
Stockman Wealth Management
Montana
$1.5M – – –
SF
884
Synovus Financial
Georgia
$1.5M -$1.29M -4,490 -47%
SIS
885
Sound Income Strategies
Florida
$1.5M +$530K +1,849 +57%
MOACM
886
Mutual of America Capital Management
New York
$1.49M -$402K -1,401 -22%
MCIA
887
Mountain Capital Investment Advisors
Colorado
$1.48M +$245K +853 +20%
SLAM
888
Swiss Life Asset Management
$1.46M – – –
MS
889
Marshall & Sullivan
Washington
$1.46M – – –
HL
890
HeadInvest LLC
Maine
$1.46M +$87.5K +305 +7%
HCA
891
Horan Capital Advisors
Ohio
$1.45M +$5.74K +20 +0.4%
BCM
892
Breiter Capital Management
Florida
$1.44M -$250K -872 -15%
HH
893
Hilltop Holdings
Texas
$1.44M +$44.7K +156 +3%
DACG
894
Donor Advised Charitable Giving
California
$1.44M +$1.41M +4,922 New
WPW
895
Waldron Private Wealth
Pennsylvania
$1.43M +$219K +765 +19%
VWA
896
V Wealth Advisors
Kansas
$1.42M +$75.4K +263 +6%
FB
897
Fulton Bank
Pennsylvania
$1.42M +$625K +2,180 +81%
NEPWA
898
New England Private Wealth Advisors
Massachusetts
$1.42M +$3.15K +11 +0.2%
CCG
899
Cypress Capital Group
Florida
$1.4M -$20.1K -70 -1%
MMHP
900
Murphy Middleton Hinkle & Parker
Georgia
$1.4M +$860 +3 +0.1%
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