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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
SBH
1076
Segall Bryant & Hamill
Illinois
$2.26M -$116K -376 -5%
IC
1077
InterOcean Capital
Illinois
$2.25M +$80.2K +259 +4%
SCA
1078
Sage Capital Advisors
South Dakota
$2.23M +$4.95K +16 +0.2%
SWA
1079
Stratos Wealth Advisors
Ohio
$2.22M +$1.05M +3,405 +98%
22CM
1080
20/20 Capital Management
California
$2.22M +$2.05M +6,613 New
PAMU
1081
Pictet Asset Management (UK)
United Kingdom
$2.22M +$2.12M +6,860 New
CAM
1082
Congress Asset Management
Massachusetts
$2.21M +$958K +3,094 +82%
IA
1083
IFG Advisory
Georgia
$2.21M +$153K +494 +8%
PM
1084
Pembroke Management
Quebec, Canada
$2.21M +$504K +1,628 +31%
ICM
1085
Islay Capital Management
Texas
$2.2M +$2.11M +6,815 New
CT
1086
Columbia Trust
Oregon
$2.2M +$2.11M +6,814 New
SCG
1087
Sonata Capital Group
Washington
$2.2M -$12.4K -40 -0.6%
ATWA
1088
Arbor Trust Wealth Advisors
Michigan
$2.19M +$2.1M +6,782 New
PWM
1089
Paulson Wealth Management
Illinois
$2.19M -$507K -1,639 -20%
GP
1090
Girard Partners
Pennsylvania
$2.19M +$1.14M +3,672 +118%
PG
1091
Patten Group
Tennessee
$2.17M – – –
NEPWA
1092
New England Private Wealth Advisors
Massachusetts
$2.17M +$409K +1,322 +25%
CWM
1093
Concentric Wealth Management
California
$2.16M -$120K -388 -5%
AF
1094
Affiance Financial
Minnesota
$2.16M -$239K -771 -10%
BBNA
1095
Bremer Bank National Association
Minnesota
$2.16M -$14.5K -47 -0.7%
FHA
1096
Flagship Harbor Advisors
Massachusetts
$2.15M +$40.2K +130 +2%
AIA
1097
Arcadia Investment Advisors
Idaho
$2.14M -$5.26K -17 -0.3%
ZIC
1098
ZWJ Investment Counsel
Georgia
$2.14M +$951K +3,073 +87%
AA
1099
Aufman Associates
Pennsylvania
$2.14M +$2.04M +6,607 New
MC
1100
Miles Capital
Iowa
$2.11M +$13.3K +43 +0.7%
42 43
44
45 46