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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
NB
926
Nicolet Bankshares
Wisconsin
$1.26M +$435K +1,518 +54%
SWK
927
Stephen W. Kidder
$1.26M -$31.6K -110 -3%
CWM
928
Connecticut Wealth Management
Connecticut
$1.25M +$75.4K +263 +7%
KWA
929
KCS Wealth Advisory
California
$1.25M -$3.15M -10,966 -72%
STB
930
S&T Bank
Pennsylvania
$1.24M -$14.6K -51 -1%
ACP
931
Arcus Capital Partners
Georgia
$1.23M +$261K +911 +28%
IAA
932
Ironsides Asset Advisors
North Carolina
$1.2M – – –
MFIMFI
933
Mesirow Financial Investment Management - Fixed Income
Illinois
$1.19M +$5.74K +20 +0.5%
NAM
934
NTV Asset Management
West Virginia
$1.19M +$574 +2 +0%
B
935
Bridgeworth
Alabama
$1.18M +$41K +143 +3%
W
936
Wealthfront
California
$1.18M -$205K -713 -15%
M
937
MOTCO
Texas
$1.17M +$62K +216 +6%
DWM
938
Doyle Wealth Management
Florida
$1.17M -$10K -35 -0.9%
AIM
939
Advantage Investment Management
Iowa
$1.17M +$429K +1,494 +60%
FCAG
940
First Capital Advisors Group
New Jersey
$1.16M -$6.88K -24 -0.6%
WAOTB
941
Wealth Advisors of Tampa Bay
Florida
$1.16M – – –
SAM
942
Summit Asset Management
Tennessee
$1.16M -$3.73K -13 -0.3%
PA
943
Parkside Advisors
California
$1.16M – – –
RCS
944
Retirement Capital Strategies
California
$1.15M +$572K +1,993 +103%
PWPS
945
Pinnacle Wealth Planning Services
Ohio
$1.15M -$63.1K -220 -5%
PWM
946
Perigon Wealth Management
California
$1.13M +$56.8K +198 +5%
PL
947
Parthenon LLC
Kentucky
$1.13M – – –
EWM
948
Empirical Wealth Management
Washington
$1.12M -$730K -2,545 -40%
IC
949
InterOcean Capital
Illinois
$1.12M -$70.6K -246 -6%
VCP
950
Vista Capital Partners
Oregon
$1.12M +$325K +1,134 +42%
36 37
38
39 40