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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
951
Abbrea Capital
California
$2.24M -$1.19K -4 -0.1%
AF
952
Affiance Financial
Minnesota
$2.23M -$79.1K -266 -3%
SMG
953
Smart Money Group
Texas
$2.22M -$38K -128 -2%
RCG
954
Ruggie Capital Group
Florida
$2.21M +$2.2M +7,386 New
SBH
955
Segall Bryant & Hamill
Illinois
$2.2M -$45.5K -153 -2%
BFM
956
Boston Financial Management
Massachusetts
$2.19M -$535K -1,800 -20%
BFWA
957
Benchmark Financial Wealth Advisors
Florida
$2.19M +$814K +2,738 +60%
CF
958
Corrigan Financial
Rhode Island
$2.19M -$41K -138 -2%
CSIC
959
Clifford Swan Investment Counsel
California
$2.19M – – –
SCP
960
Syntal Capital Partners
Texas
$2.18M – – –
IIC
961
Ironwood Investment Counsel
Arizona
$2.18M +$80.6K +271 +4%
KF
962
Krilogy Financial
Missouri
$2.17M -$24.4K -82 -1%
BB
963
Busey Bank
Illinois
$2.17M +$1.32M +4,426 +157%
SC
964
Slow Capital
California
$2.16M +$212K +712 +11%
FWM
965
Foresight Wealth Management
Utah
$2.16M -$578K -1,944 -21%
CFS
966
CRA Financial Services
New Jersey
$2.15M -$9.21K -31 -0.4%
SBWM
967
Sunflower Bank Wealth Management
Arizona
$2.15M – – –
CLOS
968
Compagnie Lombard Odier SCmA
Switzerland
$2.15M – – –
TIM
969
Total Investment Management
Arizona
$2.14M +$36.6K +123 +2%
NL
970
NVWM LLC
Pennsylvania
$2.13M -$7.73K -26 -0.4%
HPWM
971
Highland Private Wealth Management
Washington
$2.12M -$650K -2,187 -24%
AIM
972
Aspen Investment Management
Michigan
$2.12M +$320K +1,075 +18%
VIM
973
Vista Investment Management
Pennsylvania
$2.12M -$1.19K -4 -0.1%
LCM
974
Liberty Capital Management
Michigan
$2.11M – – –
CWM
975
Concentric Wealth Management
California
$2.11M +$3.57K +12 +0.2%
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39
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