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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
LWP
926
Lumature Wealth Partners
Georgia
$7.53M -$210K -526 -2%
GFS
927
GYL Financial Synergies
Connecticut
$7.53M +$878K +2,200 +12%
FFP
928
Forbes Financial Planning
Rhode Island
$7.52M +$334K +837 +4%
MWP
929
MYCIO Wealth Partners
Pennsylvania
$7.5M – – –
SAG
930
Spotlight Asset Group
Illinois
$7.5M +$7.97M +19,947 New
JSL
931
JT Stratford LLC
Georgia
$7.49M +$118K +295 +1%
FAIM
932
Financial Advocates Investment Management
Washington
$7.46M -$5.08M -12,710 -36%
CCM
933
Canal Capital Management
Virginia
$7.44M -$784K -1,964 -9%
CFS
934
CRA Financial Services
New Jersey
$7.39M +$167K +417 +2%
GWMIA
935
Global Wealth Management Investment Advisory
Florida
$7.38M +$279K +699 +4%
DWM
936
Defined Wealth Management
Oregon
$7.38M +$673K +1,685 +9%
AWA
937
Arete Wealth Advisors
Illinois
$7.37M +$3.21M +8,033 +64%
CA
938
Continuum Advisory
Idaho
$7.36M +$4.33M +10,835 +112%
HPWM
939
Highland Private Wealth Management
Washington
$7.35M +$1.09M +2,733 +15%
MBT
940
Montecito Bank & Trust
California
$7.35M +$486K +1,217 +6%
ACM
941
Armbruster Capital Management
New York
$7.32M +$2.54M +6,350 +45%
IA
942
IFG Advisory
Georgia
$7.28M -$629K -1,576 -7%
MCM
943
Maple Capital Management
Vermont
$7.28M +$4.02M +10,078 +122%
RWI
944
Red Wave Investments
Pennsylvania
$7.24M -$40.7K -102 -0.5%
IAA
945
Independent Advisor Alliance
North Carolina
$7.22M +$52.7K +132 +0.7%
PAG
946
Private Advisory Group
Washington
$7.22M -$1.38M -3,453 -15%
VCM
947
Vivaldi Capital Management
Illinois
$7.22M +$39.1K +98 +0.5%
WJWM
948
Williams Jones Wealth Management
New York
$7.22M -$208K -522 -3%
HG
949
Harbor Group
New Hampshire
$7.19M +$773K +1,935 +11%
CTC
950
Central Trust Company
Missouri
$7.18M +$12K +30 +0.2%
36 37
38
39 40