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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
MJRIC
1076
Mogy Joel R Investment Counsel
California
$2.21M +$2.1M +7,149 New
PAS
1077
Partnervest Advisory Services
California
$2.21M +$1.01M +3,441 +94%
AC
1078
Abbrea Capital
California
$2.2M -$118K -401 -5%
CIA
1079
Compass Ion Advisors
Pennsylvania
$2.19M +$1.05M +3,583 +103%
IAS
1080
IMA Advisory Services
Colorado
$2.18M – – –
WCG
1081
Weaver Consulting Group
California
$2.17M +$25.3K +86 +1%
CA
1082
Capital Advantage
California
$2.15M -$593K -2,018 -23%
KWM
1083
Keebeck Wealth Management
Illinois
$2.15M +$1.71M +5,822 +525%
RT
1084
Rockland Trust
Massachusetts
$2.14M -$2.94K -10 -0.1%
BFC
1085
Bedel Financial Consulting
Indiana
$2.14M -$75.2K -256 -4%
DWM
1086
Dakota Wealth Management
Florida
$2.14M +$43.7K +149 +2%
PWPS
1087
Pinnacle Wealth Planning Services
Ohio
$2.13M +$311K +1,058 +18%
RMA
1088
Roffman Miller Associates
Pennsylvania
$2.12M +$2.01M +6,854 New
BBPWM
1089
Blue Bell Private Wealth Management
Pennsylvania
$2.12M -$1.07M -3,647 -35%
JIC
1090
Joel Isaacson & Co
New York
$2.12M -$11.2K -38 -0.6%
AF
1091
Affiance Financial
Minnesota
$2.12M +$41.7K +142 +2%
CF
1092
Corrigan Financial
Rhode Island
$2.12M -$82.8K -282 -4%
BBNA
1093
Bremer Bank National Association
Minnesota
$2.11M +$32.9K +112 +2%
ECM
1094
Exchange Capital Management
Michigan
$2.08M -$57.8K -197 -3%
SCG
1095
Sonata Capital Group
Washington
$2.08M – – –
ATWA
1096
Arbor Trust Wealth Advisors
Michigan
$2.07M -$53.1K -181 -3%
WF
1097
Welch & Forbes
Massachusetts
$2.06M +$576K +1,961 +42%
ZB
1098
Zions Bancorporation
Utah
$2.06M -$407K -1,385 -17%
NB
1099
Nicolet Bankshares
Wisconsin
$2.05M -$7.34K -25 -0.4%
RC
1100
Roundview Capital
New Jersey
$2.05M +$202K +687 +12%
42 43
44
45 46