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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
RDIA
1101
RE Dickinson Investment Advisors
Iowa
$10.5M +$70.5K +134 +0.7%
SB
1102
Strategic Blueprint
Georgia
$10.5M -$1.67M -3,180 -14%
VWM
1103
Venturi Wealth Management
Texas
$10.5M -$1.72M -3,268 -15%
NS
1104
NBC Securities
Alabama
$10.5M -$188K -357 -2%
FFM
1105
Fullerton Fund Management
Singapore
$10.4M -$361K -687 -3%
GWM
1106
Greenhouse Wealth Management
Connecticut
$10.4M +$26.8K +51 +0.3%
SHFA
1107
SC&H Financial Advisors
Maryland
$10.4M +$56.3K +107 +0.6%
OSAM
1108
O'Shaughnessy Asset Management
Connecticut
$10.4M +$1.91M +3,632 +24%
SS
1109
Sound Stewardship
Kansas
$10.4M +$7.36K +14 +0.1%
CWM
1110
Connecticut Wealth Management
Connecticut
$10.3M -$251K -477 -2%
MPM
1111
Meritage Portfolio Management
Kansas
$10.3M +$197K +374 +2%
ANBT
1112
American National Bank & Trust
Texas
$10.3M -$58.4K -111 -0.6%
MFG
1113
Mendota Financial Group
Wisconsin
$10.3M +$393K +747 +4%
TCM
1114
Telos Capital Management
California
$10.3M -$190K -362 -2%
IAG
1115
Investment Advisory Group
Massachusetts
$10.2M +$286K +543 +3%
CCP
1116
Cassia Capital Partners
North Carolina
$10.2M +$1.52M +2,886 +18%
UB
1117
Umpqua Bank
Oregon
$10.2M +$1.39M +2,641 +16%
BHWM
1118
Beaird Harris Wealth Management
Texas
$10.2M -$115K -219 -1%
MWM
1119
Merriman Wealth Management
Washington
$10.2M +$1.02M +1,948 +12%
DIM
1120
Delta Investment Management
California
$10.1M -$2.43M -4,616 -20%
RWP
1121
Revolve Wealth Partners
New Jersey
$10.1M -$155K -295 -2%
CWM
1122
Congress Wealth Management
Massachusetts
$10.1M -$521K -990 -5%
AM
1123
AGF Management
Ontario, Canada
$10M -$494K -940 -5%
CC
1124
Chicago Capital
Illinois
$9.99M +$27.9K +53 +0.3%
UWS
1125
Unique Wealth Strategies
Illinois
$9.99M – – –
43 44
45
46 47