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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1026
Abound Wealth Management
Tennessee
$7.2M +$901K +2,015 +15%
JM
1027
Jeneq Management
New York
$7.17M – – –
SAM
1028
Silvercrest Asset Management
New York
$7.17M +$369K +824 +6%
CC
1029
Chicago Capital
Illinois
$7.15M +$54.6K +122 +0.8%
IAG
1030
Investment Advisory Group
Massachusetts
$7.13M +$39.8K +89 +0.6%
SB
1031
Simmons Bank
Arkansas
$7.1M -$6.71K -15 -0.1%
BWFA
1032
Baltimore-Washington Financial Advisors
Maryland
$7.09M -$2.59M -5,800 -27%
LP
1033
LGL Partners
Pennsylvania
$7.07M +$817K +1,827 +13%
NWM
1034
Nauset Wealth Management
Connecticut
$7.05M +$1.83M +4,091 +36%
LI
1035
LVZ Inc
Michigan
$7.04M +$3.95M +8,826 +132%
FWIA
1036
Fort Washington Investment Advisors
Ohio
$7.03M -$25.9K -58 -0.4%
OCM
1037
Orion Capital Management
California
$7M +$192K +429 +3%
WP
1038
WMS Partners
Maryland
$6.99M +$140K +312 +2%
NWA
1039
New World Advisors
Massachusetts
$6.93M -$513K -1,146 -7%
SB
1040
Strategic Blueprint
Georgia
$6.89M +$2.24M +5,002 +49%
TPSF
1041
Texas Permanent School Fund
Texas
$6.85M +$1.93M +4,313 +40%
LPWM
1042
Lake Point Wealth Management
Texas
$6.84M -$318K -711 -5%
GEA
1043
Glen Eagle Advisors
New Jersey
$6.83M +$159K +355 +2%
SFG
1044
Sunburst Financial Group
Alabama
$6.83M -$219K -490 -3%
CI
1045
Cigna Investments
Connecticut
$6.76M -$5.71M -12,770 -46%
EBSAM
1046
Eubel Brady & Suttman Asset Management
Ohio
$6.76M +$2.27M +5,077 +52%
AFS
1047
Axiom Financial Strategies
Indiana
$6.75M -$321K -718 -4%
WAL
1048
W Advisors LLC
Tennessee
$6.75M -$138K -309 -2%
CF
1049
Centaurus Financial
California
$6.74M +$76.9K +172 +1%
AWA
1050
Arete Wealth Advisors
Illinois
$6.73M -$53.7K -120 -0.8%
40 41
42
43 44