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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
NSIM
976
North Star Investment Management
Illinois
$3.16M +$14.9K +48 +0.5%
LA
977
Lau Associates
Delaware
$3.15M +$467K +1,510 +18%
BCV
978
Banque Cantonale Vaudoise
Switzerland
$3.15M +$3.02M +9,761 New
T
979
TrueFG
Texas
$3.15M +$3.02M +9,742 New
CFW
980
CA Family Wealth
California
$3.15M +$3.01M +9,733 New
WPC
981
Waters Parkerson & Co
Louisiana
$3.14M +$21.7K +70 +0.7%
FG
982
Fiduciary Group
Georgia
$3.12M -$53.2K -172 -2%
CFD
983
Creative Financial Designs
Indiana
$3.12M -$2.31M -7,471 -44%
DY
984
Dowling & Yahnke
California
$3.11M -$169K -547 -5%
AA
985
Advisory Alpha
Michigan
$3.11M +$158K +510 +6%
TC
986
TownSquare Capital
Utah
$3.08M -$418K -1,349 -12%
CG
987
Cynosure Group
Utah
$3.08M -$19.8K -64 -0.7%
EP
988
Eudaimonia Partners
Tennessee
$3.08M +$2.95M +9,532 New
DI
989
Disciplined Investments
Oklahoma
$3.07M +$2.94M +9,491 New
JGIA
990
Jackson Grant Investment Advisers
Connecticut
$3.06M -$261K -844 -8%
BO
991
BRR OpCo
Ohio
$3.05M -$381K -1,231 -12%
RDWM
992
Red Door Wealth Management
Tennessee
$3.03M +$2.86M +9,227 New
STB
993
S&T Bank
Pennsylvania
$3.03M -$124K -400 -4%
QCM
994
Quest Capital Management
Texas
$3.02M +$8.36K +27 +0.3%
FWP
995
FAS Wealth Partners
Kansas
$3M +$148K +478 +5%
EWM
996
Endurance Wealth Management
Rhode Island
$2.94M +$50.1K +162 +2%
OCM
997
One Capital Management
California
$2.94M -$113K -365 -4%
SWM
998
SVA Wealth Management
Wisconsin
$2.92M -$53.2K -172 -2%
AAM
999
Aureus Asset Management
Massachusetts
$2.92M -$30.9K -100 -1%
VLC
1000
Van Leeuwen & Company
New Jersey
$2.89M -$592K -1,914 -18%
38 39
40
41 42