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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
1151
Sterling Capital Management
North Carolina
$1.11M – – –
CT
1152
Clearstead Trust
Maine
$1.1M +$296K +997 +37%
HCM
1153
Hengehold Capital Management
Ohio
$1.09M +$47.9K +161 +5%
SWM
1154
SeaCrest Wealth Management
New York
$1.08M – – –
B
1155
Bridgeworth
Alabama
$1.08M -$14.6K -49 -1%
FWSM
1156
First Wilshire Securities Management
California
$1.08M -$7.43K -25 -0.7%
SMG
1157
Spectrum Management Group
Indiana
$1.08M +$1.08M +3,620 New
EM
1158
Excalibur Management
Massachusetts
$1.08M – – –
EGA
1159
E&G Advisors
Texas
$1.08M -$2.97K -10 -0.3%
WAOTB
1160
Wealth Advisors of Tampa Bay
Florida
$1.08M – – –
TH
1161
TCTC Holdings
Texas
$1.07M +$367K +1,236 +52%
CP
1162
Camelot Portfolios
Ohio
$1.06M +$433K +1,457 +69%
ACP
1163
Aviance Capital Partners
Florida
$1.06M – – –
APC
1164
Aspire Private Capital
North Carolina
$1.06M +$20.8K +70 +2%
PL
1165
Parthenon LLC
Kentucky
$1.06M -$29.7K -100 -3%
SWP
1166
Strategic Wealth Partners
Ohio
$1.06M -$18.1K -61 -1%
MG
1167
McCutchen Group
Washington
$1.06M – – –
ZIC
1168
ZWJ Investment Counsel
Georgia
$1.06M -$415K -1,397 -28%
CCA
1169
Clearwater Capital Advisors
Illinois
$1.06M -$170K -573 -14%
DWM
1170
Doyle Wealth Management
Florida
$1.05M -$132K -444 -11%
SWK
1171
Stephen W. Kidder
$1.04M -$29.7K -100 -3%
KLCM
1172
KG&L Capital Management
Louisiana
$1.04M +$3.57K +12 +0.3%
FWIA
1173
Fort Washington Investment Advisors
Ohio
$1.04M -$46.1K -155 -4%
PCIA
1174
Prime Capital Investment Advisors
Kansas
$1.04M +$23.2K +78 +2%
SWA
1175
Stratos Wealth Advisors
Ohio
$1.04M +$375K +1,263 +57%
45 46
47
48 49