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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
926
Chicago Capital
Illinois
$6.13M -$43K -111 -0.7%
NL
927
NEPC LLC
Massachusetts
$6.13M +$154K +399 +3%
GM
928
GeoWealth Management
Illinois
$6.12M +$448K +1,156 +8%
1IA
929
1834 Investment Advisors
Wisconsin
$6.12M -$250K -646 -4%
HAC
930
Harbor Advisory Corp
New Hampshire
$6.05M +$848K +2,190 +17%
PM
931
Pembroke Management
Quebec, Canada
$6.05M +$788K +2,034 +15%
SAS
932
SMI Advisory Services
Indiana
$6.04M +$5.88M +15,190 New
NWA
933
New World Advisors
Massachusetts
$6.02M +$2.12M +5,485 +57%
SAM
934
Silvercrest Asset Management
New York
$6M +$106K +275 +2%
WP
935
WMS Partners
Maryland
$6M -$52.3K -135 -0.9%
MWPCG
936
Measured Wealth Private Client Group
New Hampshire
$5.93M -$4.65K -12 -0.1%
IIC
937
Integrated Investment Consultants
Michigan
$5.93M -$2.41M -6,225 -29%
NGA
938
Naples Global Advisors
Florida
$5.92M +$428K +1,106 +8%
FWIA
939
Fort Washington Investment Advisors
Ohio
$5.89M -$10.1K -26 -0.2%
FFG
940
Ford Financial Group
California
$5.89M -$30.6K -79 -0.5%
AFS
941
Annapolis Financial Services
Maryland
$5.86M -$280K -724 -5%
TWA
942
TCI Wealth Advisors
Arizona
$5.81M -$187K -482 -3%
NCG
943
Newport Capital Group
New Jersey
$5.81M – – –
WP
944
WealthSource Partners
California
$5.81M +$925K +2,388 +20%
CCG
945
Cypress Capital Group
Florida
$5.8M +$63.5K +164 +1%
EWM
946
Empirical Wealth Management
Washington
$5.79M +$319K +825 +6%
NPP
947
New Potomac Partners
Maryland
$5.77M -$3.87K -10 -0.1%
EFS
948
Essex Financial Services
Connecticut
$5.77M +$1.29M +3,342 +30%
BIA
949
Bigelow Investment Advisors
Maine
$5.75M +$377K +975 +7%
SWA
950
Sightline Wealth Advisors
Connecticut
$5.74M +$4.65K +12 +0.1%
36 37
38
39 40