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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
1101
Caldwell Trust
Florida
$6.75M +$1.59M +3,770 +33%
BCG
1102
Breakwater Capital Group
New Jersey
$6.73M +$145K +345 +2%
GEA
1103
Glen Eagle Advisors
New Jersey
$6.72M -$16K -38 -0.3%
VCA
1104
Verdence Capital Advisors
Maryland
$6.7M +$141K +334 +2%
MF
1105
Meridian Financial
Massachusetts
$6.69M +$5.48K +13 +0.1%
FCC
1106
Flower City Capital
New York
$6.64M -$156K -371 -2%
WAOI
1107
Wealth Advisors of Iowa
Iowa
$6.63M -$11K -26 -0.2%
MWM
1108
Meridian Wealth Management
Kentucky
$6.61M +$77.1K +183 +1%
AAS
1109
Ameritas Advisory Services
Nebraska
$6.57M -$2.37M -5,630 -27%
NFC
1110
Northeast Financial Consultants
Connecticut
$6.56M +$646K +1,532 +12%
JIP
1111
Jaffetilchin Investment Partners
Florida
$6.46M -$665K -1,579 -10%
DT
1112
Daniels + Tansey
Delaware
$6.46M -$1.47M -3,492 -19%
IMRF
1113
Illinois Municipal Retirement Fund
Illinois
$6.43M -$2.05M -4,863 -25%
LG
1114
Leuthold Group
Minnesota
$6.42M – – –
FPAS
1115
Focus Partners Advisor Solutions
Missouri
$6.42M +$1.84M +4,377 +44%
VCM
1116
Vivaldi Capital Management
Illinois
$6.4M -$405K -961 -6%
CWM
1117
C2C Wealth Management
Arizona
$6.37M +$219K +519 +4%
CA
1118
Continuum Advisory
Idaho
$6.37M -$448K -1,064 -7%
KC
1119
Kingfisher Capital
North Carolina
$6.35M -$624K -1,481 -9%
JA
1120
JVL Associates
Michigan
$6.34M +$290K +689 +5%
KOC
1121
Koss-Olinger Consulting
Florida
$6.32M -$55.6K -132 -0.9%
MSAGDF
1122
Moneda SA Administradora General de Fondos
Chile
$6.29M +$2.1M +4,981 +55%
CA
1123
CGN Advisors
Kansas
$6.26M -$88.1K -209 -1%
SIC
1124
Sterling Investment Counsel
New York
$6.25M +$131K +311 +2%
NG
1125
NatWest Group
United Kingdom
$6.24M – – –
43 44
45
46 47