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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
AFS
901
Annapolis Financial Services
Maryland
$5.8M +$5.5M +15,449 New
UCMOK
902
United Capital Management of KS
Kansas
$5.8M -$563K -1,581 -9%
OIM
903
Opus Investment Management
Massachusetts
$5.78M – – –
AF
904
Allworth Financial
California
$5.76M +$875K +2,459 +19%
DI
905
DAGCO Inc
Ohio
$5.75M +$535K +1,503 +11%
OFG
906
OmniStar Financial Group
North Carolina
$5.74M +$145K +406 +3%
MWM
907
Moulton Wealth Management
Washington
$5.72M +$5.35M +15,040 New
WP
908
WMS Partners
Maryland
$5.71M +$119K +335 +2%
NSIM
909
North Star Investment Management
Illinois
$5.67M +$360K +1,010 +7%
TWA
910
TCI Wealth Advisors
Arizona
$5.66M -$3.47M -9,744 -39%
MWP
911
MYCIO Wealth Partners
Pennsylvania
$5.65M +$396K +1,112 +8%
IB
912
Intrust Bank
Kansas
$5.64M -$2.54M -7,129 -32%
NL
913
NEPC LLC
Massachusetts
$5.63M – – –
DC
914
Davenport & Co
Virginia
$5.63M +$128K +361 +2%
WEPOG
915
Wealth Enhancement & Preservation of GA
Georgia
$5.62M -$790K -2,219 -13%
MWPCG
916
Measured Wealth Private Client Group
New Hampshire
$5.6M -$22.1K -62 -0.4%
FFG
917
Ford Financial Group
California
$5.59M +$25.6K +72 +0.5%
YIA
918
YHB Investment Advisors
Connecticut
$5.59M +$36.7K +103 +0.7%
FWIA
919
Fort Washington Investment Advisors
Ohio
$5.57M +$8.54K +24 +0.2%
FMBTD
920
First Midwest Bank Trust Division
Illinois
$5.56M -$195K -548 -4%
SAM
921
Silvercrest Asset Management
New York
$5.56M +$679K +1,909 +15%
CIAS
922
CFS Investment Advisory Services
New Jersey
$5.54M +$5.25M +14,750 New
WG
923
Welch Group
Alabama
$5.48M +$4.14M +11,639 +392%
NCG
924
Newport Capital Group
New Jersey
$5.48M +$5.2M +14,600 New
NPP
925
New Potomac Partners
Maryland
$5.45M +$102K +287 +2%
35 36
37
38 39