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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
WR
876
Watson Rebecca
$4.38M +$4.19M +13,545 New
CA
877
CXI Advisors
Indiana
$4.36M +$4.18M +13,501 New
LWPC
878
Legacy Wealth Partners (California)
California
$4.36M +$4.03M +13,031 New
P3I
879
Progeny 3 Inc
Washington
$4.35M -$567K -1,833 -12%
SMFS
880
Squar Milner Financial Services
California
$4.29M -$858K -2,771 -17%
BAM
881
Baldrige Asset Management
Pennsylvania
$4.29M -$297K -961 -7%
HT
882
HighTower Trust
Texas
$4.29M -$8.67K -28 -0.2%
PAM
883
PVG Asset Management
Colorado
$4.28M -$194K -626 -5%
NFG
884
Nations Financial Group
Iowa
$4.27M +$51.4K +166 +1%
HPWM
885
Highland Private Wealth Management
Washington
$4.27M +$1.89M +6,091 +86%
TC
886
Trust Company
Kansas
$4.25M – – –
BFG
887
Barber Financial Group
Kansas
$4.25M -$22.6K -73 -0.6%
JWA
888
JFS Wealth Advisors
Pennsylvania
$4.23M +$66.5K +215 +2%
MWM
889
Madison Wealth Management
Ohio
$4.22M +$4.04M +13,061 New
GBT
890
Grove Bank & Trust
Florida
$4.2M -$758K -2,449 -16%
FCT
891
Family Capital Trust
Massachusetts
$4.2M -$37.4K -121 -0.9%
WPW
892
Waldron Private Wealth
Pennsylvania
$4.18M +$29.7K +96 +0.7%
SWMG
893
Strategic Wealth Management Group
Maryland
$4.16M +$2.55M +8,225 +177%
XF
894
XML Financial
Maryland
$4.15M +$3.98M +12,849 New
TFCP
895
Twin Focus Capital Partners
Massachusetts
$4.13M -$64.1K -207 -2%
SI
896
Stephens Inc
Arkansas
$4.1M -$987K -3,189 -20%
PCG
897
Private Capital Group
Connecticut
$4.1M -$3.09M -9,979 -44%
SGK
898
Steigerwald Gordon & Koch
Virginia
$4.1M -$187K -605 -5%
PPWM
899
PFG Private Wealth Management
Florida
$4.09M +$3.92M +12,659 New
BCWM
900
Bartlett & Co Wealth Management
Ohio
$4.05M +$7.12K +23 +0.2%
34 35
36
37 38