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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
FWSM
1126
First Wilshire Securities Management
California
$1.08M – – –
FWIA
1127
Fort Washington Investment Advisors
Ohio
$1.07M +$61.1K +211 +6%
SWM
1128
SeaCrest Wealth Management
New York
$1.07M +$5.8K +20 +0.6%
CCM
1129
Colorado Capital Management
Colorado
$1.07M +$136K +469 +15%
G
1130
Gainplan
Michigan
$1.07M -$204K -705 -16%
KBFS
1131
Kohmann Bosshard Financial Services
Ohio
$1.07M – – –
CWSR
1132
Chessman Wealth Strategies RIA
Texas
$1.07M -$9.09M -31,354 -90%
EM
1133
Excalibur Management
Massachusetts
$1.07M -$4.35K -15 -0.4%
EGA
1134
E&G Advisors
Texas
$1.06M -$4.64K -16 -0.4%
WAOTB
1135
Wealth Advisors of Tampa Bay
Florida
$1.06M -$172K -593 -14%
SWK
1136
Stephen W. Kidder
$1.06M -$130K -450 -11%
PAS
1137
Partnervest Advisory Services
California
$1.05M -$196K -677 -16%
ACP
1138
Aviance Capital Partners
Florida
$1.05M +$290 +1 +0%
MG
1139
McCutchen Group
Washington
$1.05M +$6.09K +21 +0.6%
IIM
1140
Ipswich Investment Management
Massachusetts
$1.05M -$10.4K -36 -1%
TF
1141
Tompkins Financial
New York
$1.04M – – –
CSIA
1142
Charles Schwab Investment Advisory
California
$1.04M +$304K +1,049 +43%
HCM
1143
Hengehold Capital Management
Ohio
$1.03M +$95.6K +330 +10%
BFO
1144
Boston Family Office
Massachusetts
$1.03M +$82.3K +284 +9%
APC
1145
Aspire Private Capital
North Carolina
$1.03M +$281K +969 +38%
KLCM
1146
KG&L Capital Management
Louisiana
$1.03M -$54.2K -187 -5%
AWM
1147
Apollon Wealth Management
South Carolina
$1.02M -$28.4K -98 -3%
TC
1148
Telemus Capital
Michigan
$1.02M -$210K -723 -17%
PV
1149
Private Vista
Illinois
$1.01M +$20.6K +71 +2%
PIA
1150
Piedmont Investment Advisors
North Carolina
$1.01M -$2.07M -7,140 -68%
44 45
46
47 48