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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
WF
1151
Welch & Forbes
Massachusetts
$10.4M +$1.15M +2,067 +13%
CCP
1152
Cassia Capital Partners
North Carolina
$10.3M -$417K -750 -4%
AM
1153
AGF Management
Ontario, Canada
$10.3M -$211K -380 -2%
TCM
1154
Telos Capital Management
California
$10.3M -$510K -918 -5%
MWAM
1155
Manhattan West Asset Management
California
$10.3M -$136K -245 -1%
NP
1156
NorthRock Partners
Minnesota
$10.3M -$51.2K -92 -0.5%
VCA
1157
Verdence Capital Advisors
Maryland
$10.3M +$187K +337 +2%
IAIM
1158
International Assets Investment Management
Florida
$10.2M +$1.47M +2,644 +17%
SAM
1159
Silvercrest Asset Management
New York
$10.2M -$32.8K -59 -0.3%
WMA
1160
Wealth Management Associates
New Jersey
$10.2M +$61.7K +111 +0.6%
WG
1161
Welch Group
Alabama
$10.2M +$23.9K +43 +0.2%
BWP
1162
Baldwin Wealth Partners
Massachusetts
$10.2M +$1.04M +1,874 +12%
SL
1163
Sentry LLC
Tennessee
$10.1M -$143K -258 -1%
RDWM
1164
Red Door Wealth Management
Tennessee
$10.1M -$82.3K -148 -0.8%
SWP
1165
Summit Wealth Partners
Florida
$10.1M +$702K +1,262 +8%
HI
1166
Horizon Investments
North Carolina
$10.1M -$1.11M -2,005 -10%
MD
1167
Money Design
Japan
$10.1M -$17.2K -31 -0.2%
HAC
1168
Harbor Advisory Corp
New Hampshire
$10.1M +$211K +379 +2%
SOS
1169
Silver Oak Securities
Tennessee
$10.1M +$522K +939 +6%
SWA
1170
Sax Wealth Advisors
New Jersey
$10M +$1.08M +1,951 +13%
WJWM
1171
Williams Jones Wealth Management
New York
$10M -$459K -826 -5%
AIA
1172
Alera Investment Advisors
Illinois
$9.94M +$135K +242 +1%
EK
1173
Evensky & Katz
Florida
$9.93M -$260K -467 -3%
WP
1174
WMS Partners
Maryland
$9.91M +$197K +354 +2%
AA
1175
Argent Advisors
Louisiana
$9.91M -$543K -977 -5%
45 46
47
48 49