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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
VIM
926
Vista Investment Management
Pennsylvania
$1.78M – – –
BMM
927
Buffington Mohr McNeal
Idaho
$1.78M +$163K +601 +9%
CWM
928
Concentric Wealth Management
California
$1.78M +$6.52K +24 +0.3%
AIA
929
Arcadia Investment Advisors
Idaho
$1.77M -$321K -1,181 -14%
EWA
930
EP Wealth Advisors
California
$1.76M -$8.15K -30 -0.4%
SCG
931
Sonata Capital Group
Washington
$1.76M – – –
CFS
932
CRA Financial Services
New Jersey
$1.76M +$1.9M +6,979 New
MWM
933
Mascoma Wealth Management
New Hampshire
$1.75M – – –
BDS
934
Banco de Sabadell
Florida
$1.74M +$136K +502 +8%
EWM
935
Executive Wealth Management
Michigan
$1.74M +$1.88M +6,914 New
PI
936
Parkside Investments
Illinois
$1.73M +$573K +2,110 +44%
IIC
937
Ironwood Investment Counsel
Arizona
$1.73M +$349K +1,286 +23%
SBH
938
Segall Bryant & Hamill
Illinois
$1.72M -$79.8K -294 -4%
AP
939
Appleton Partners
Massachusetts
$1.72M +$1.36K +5 +0.1%
SLAM
940
Swiss Life Asset Management
$1.72M +$489K +1,800 +36%
CSIC
941
Clifford Swan Investment Counsel
California
$1.72M +$1.6M +5,885 +630%
PFM
942
Parsec Financial Management
North Carolina
$1.71M -$17.9K -66 -1%
AWA
943
Alaska Wealth Advisors
Alaska
$1.71M +$1.84M +6,792 New
CWM
944
Centric Wealth Management
Illinois
$1.7M +$1.84M +6,765 New
JSL
945
JT Stratford LLC
Georgia
$1.7M +$19K +70 +1%
KF
946
Krilogy Financial
Missouri
$1.7M +$10.9K +40 +0.6%
SBWM
947
Sunflower Bank Wealth Management
Arizona
$1.68M +$100K +370 +6%
NIC
948
Northwest Investment Counselors
Oregon
$1.68M +$158K +580 +10%
CDIA
949
Capital Directions Investment Advisors
Georgia
$1.66M -$662K -2,436 -27%
OC
950
Oakworth Capital
Alabama
$1.66M -$125K -460 -7%
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