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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
VVP
1101
Venture Visionary Partners
Ohio
$21.1M +$2.26M +3,110 +12%
NAS
1102
NWF Advisory Services
California
$21M +$195K +268 +1%
PCP
1103
Proficio Capital Partners
Massachusetts
$21M +$4.65M +6,385 +29%
CHA
1104
Cooper/Haims Advisors
New York
$20.9M -$12.4K -17 -0.1%
DIM
1105
Delta Investment Management
California
$20.8M +$2.74M +3,757 +16%
CFFNO
1106
Common Fund For Nonprofit Organizations
Connecticut
$20.7M -$3.37M -4,623 -14%
PCM
1107
Parsons Capital Management
Rhode Island
$20.7M +$343K +471 +2%
RWIA
1108
Roger Wittlin Investment Advisory
California
$20.6M -$260K -357 -1%
ACM
1109
Absolute Capital Management
Pennsylvania
$20.6M +$10.9M +14,995 +120%
BWCS
1110
Beirne Wealth Consulting Services
Connecticut
$20.6M +$122K +167 +0.6%
FAL
1111
Focused Alpha LLC
Colorado
$20.5M +$5.71M +7,845 +40%
USAA
1112
United Services Automobile Association
Texas
$20.5M +$19.9M +27,334 New
PWM
1113
Pines Wealth Management
North Carolina
$20.3M +$122K +167 +0.6%
KL
1114
Keenan LLC
Massachusetts
$20.3M +$1.48M +2,038 +8%
AC
1115
Avestar Capital
New York
$20.2M -$3.65M -5,015 -16%
GIC
1116
Generali Investments CEE
Czech Republic
$20.2M – – –
NYLIM
1117
New York Life Investment Management
New York
$20.2M +$4.4M +6,043 +29%
SWP
1118
SIMA Wealth Partners
Virginia
$20.2M -$1.13M -1,547 -5%
AIM
1119
Acropolis Investment Management
Missouri
$20.1M -$588K -808 -3%
GB
1120
Goepper Burkhardt
South Carolina
$20.1M +$731K +1,004 +4%
WWM
1121
Wiser Wealth Management
Georgia
$20M -$209K -287 -1%
GWMIA
1122
Global Wealth Management Investment Advisory
Florida
$20M -$135K -186 -0.7%
PBO
1123
Peoples Bank (Ohio)
Ohio
$20M +$1.73M +2,371 +10%
TCA
1124
Trifecta Capital Advisors
Illinois
$19.9M +$6.55K +9 +0%
BCM
1125
BTC Capital Management
Iowa
$19.9M -$228K -313 -1%
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45
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