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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
PIMG
1126
Patriot Investment Management Group
Tennessee
$17.3M +$4.3M +6,330 +34%
IWMWV
1127
Ironwood Wealth Management (West Virginia)
West Virginia
$17.2M -$913K -1,345 -5%
SIM
1128
Synergy Investment Management
Florida
$17.2M +$2.37M +3,492 +16%
MPWT
1129
MassMutual Private Wealth & Trust
Connecticut
$17.2M +$391K +576 +2%
BPCE
1130
Bank Pictet & Cie (Europe)
Germany
$17.2M – – –
ANBOT
1131
American National Bank of Texas
Texas
$17.1M +$2.41M +3,550 +17%
BAH
1132
Beacon Advisors Holdings
Texas
$17.1M +$17M +25,018 New
BCG
1133
Breakwater Capital Group
New Jersey
$17M +$143K +211 +0.9%
EP
1134
Edgestream Partners
New Jersey
$17M +$9.27M +13,644 +122%
AAM
1135
Aureus Asset Management
Massachusetts
$17M +$556K +819 +3%
PCM
1136
Parsons Capital Management
Rhode Island
$16.9M +$568K +837 +4%
PWA
1137
Peterson Wealth Advisors
Utah
$16.9M -$229K -337 -1%
HCM
1138
Highview Capital Management
Illinois
$16.8M +$65.2K +96 +0.4%
EW
1139
Elyxium Wealth
California
$16.8M +$1.33M +1,960 +9%
HIA
1140
Harbor Investment Advisory
Maryland
$16.8M +$4.49M +6,610 +37%
KFC
1141
Klingenstein Fields & Co
New York
$16.7M +$1.6M +2,350 +11%
GWANC
1142
Guardian Wealth Advisors (North Carolina)
North Carolina
$16.7M -$87.6K -129 -0.5%
ECM
1143
Evergreen Capital Management
Washington
$16.7M +$243K +358 +1%
VP
1144
Verum Partners
North Carolina
$16.6M -$308K -454 -2%
BWM
1145
Bulltick Wealth Management
Florida
$16.6M +$10.5M +15,416 +174%
MFG
1146
Mosaic Financial Group
Illinois
$16.6M +$477K +703 +3%
PGWM
1147
Parisi Gray Wealth Management
New Jersey
$16.6M -$55.7K -82 -0.3%
CTWM
1148
Cherry Tree Wealth Management
Minnesota
$16.6M +$553K +814 +3%
G
1149
GenTrust
Florida
$16.6M +$319K +470 +2%
PBO
1150
Peoples Bank (Ohio)
Ohio
$16.5M -$354K -521 -2%
44 45
46
47 48