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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
PCIA
1151
Prime Capital Investment Advisors
Kansas
$1M +$80K +276 +9%
SWM
1152
Selective Wealth Management
Virginia
$1M +$983K +3,392 New
MFW
1153
Mosaic Family Wealth
Missouri
$996K – – –
CCG
1154
Cypress Capital Group
Florida
$992K +$27.5K +95 +3%
HWM
1155
Highwater Wealth Management
Colorado
$987K -$5.22K -18 -0.5%
NFP
1156
Narus Financial Partners
Utah
$983K +$966K +3,335 New
SCM
1157
Southport Capital Management
Tennessee
$979K +$79.4K +274 +9%
RFWA
1158
RPg Family Wealth Advisory
Massachusetts
$972K +$100K +346 +12%
AIM
1159
Axiom Investment Management
New York
$971K -$1.74K -6 -0.2%
ATPW
1160
Ashton Thomas Private Wealth
Arizona
$970K -$145K -502 -13%
PPCM
1161
Pillar Pacific Capital Management
California
$969K -$29K -100 -3%
RCA
1162
Rowland Carmichael Advisors
Arizona
$964K -$240K -827 -20%
KM
1163
Kalos Management
Georgia
$960K -$1.95M -6,728 -65%
RMDI
1164
R.M. Davis Inc
Maine
$960K +$17.4K +60 +2%
FMC
1165
First Merchants Corp
Indiana
$944K +$110K +381 +13%
PA
1166
Parkside Advisors
California
$943K – – –
IWA
1167
Intercontinental Wealth Advisors
Texas
$941K -$29K -100 -3%
GP
1168
Girard Partners
Pennsylvania
$934K -$24.1K -83 -3%
IP
1169
Intellectus Partners
California
$934K – – –
VCP
1170
Vista Capital Partners
Oregon
$930K -$15.1K -52 -2%
WG
1171
Welch Group
Alabama
$926K -$41.7K -144 -4%
3AM
1172
3D Asset Management
Connecticut
$922K -$177K -611 -16%
SQA
1173
Simon Quick Advisors
New Jersey
$918K -$10.7K -37 -1%
EWM
1174
Executive Wealth Management
Michigan
$915K +$66.9K +231 +8%
CAMG
1175
CWA Asset Management Group
Florida
$914K +$216K +747 +32%
45 46
47
48 49