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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
926
WMS Partners
Maryland
$6.75M +$258K +615 +4%
BMM
927
Buffington Mohr McNeal
Idaho
$6.74M +$701K +1,674 +12%
LI
928
LVZ Inc
Michigan
$6.73M +$3.53M +8,431 +117%
SB
929
Simmons Bank
Arkansas
$6.68M -$5.45K -13 -0.1%
BAM
930
Baldrige Asset Management
Pennsylvania
$6.68M -$204K -488 -3%
HAC
931
Harbor Advisory Corp
New Hampshire
$6.64M +$101K +242 +2%
KIA
932
KCM Investment Advisors
California
$6.62M -$55.7K -133 -0.9%
PO
933
Private Ocean
California
$6.59M +$737K +1,760 +13%
IFG
934
Independent Financial Group
California
$6.59M +$2.03M +4,849 +46%
CCG
935
Cypress Capital Group
Florida
$6.58M +$302K +722 +5%
EWM
936
Empirical Wealth Management
Washington
$6.58M +$307K +734 +5%
IA
937
IFG Advisory
Georgia
$6.56M +$595K +1,421 +10%
FFG
938
Ford Financial Group
California
$6.5M +$134K +320 +2%
1IA
939
1834 Investment Advisors
Wisconsin
$6.5M -$111K -265 -2%
CIC
940
Cornercap Investment Counsel
Georgia
$6.49M -$788K -1,882 -11%
SAM
941
Silvercrest Asset Management
New York
$6.46M -$29.7K -71 -0.5%
YIA
942
YHB Investment Advisors
Connecticut
$6.45M -$48.2K -115 -0.8%
JFA
943
JNBA Financial Advisors
Minnesota
$6.41M -$218K -521 -3%
PGA
944
Portland Global Advisors
Maine
$6.4M +$1.17M +2,785 +23%
MWPCG
945
Measured Wealth Private Client Group
New Hampshire
$6.39M -$10.5K -25 -0.2%
MI
946
Moneywise Inc
Virginia
$6.38M -$373K -891 -6%
OFG
947
Omega Financial Group
California
$6.38M +$789K +1,884 +15%
TI
948
Tidal Investments
Wisconsin
$6.36M +$6.2M +14,790 New
NGA
949
Naples Global Advisors
Florida
$6.36M -$37.3K -89 -0.6%
HPWM
950
Highland Private Wealth Management
Washington
$6.31M +$530K +1,266 +9%
36 37
38
39 40