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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
MPM
1176
Meritage Portfolio Management
Kansas
$12M -$2.36M -4,115 -18%
LI
1177
Louisbourg Investments
New Brunswick, Canada
$12M +$23K +40 +0.2%
CAM
1178
Cobblestone Asset Management
Virginia
$12M -$12.2M -21,332 -53%
NG
1179
Novem Group
New York
$11.9M +$184K +320 +2%
SIM
1180
Synergy Investment Management
Florida
$11.9M -$5.62M -9,795 -34%
HAC
1181
Harbor Advisory Corp
New Hampshire
$11.9M – – –
ISL
1182
Ingalls & Snyder LLC
New York
$11.8M +$1.29M +2,241 +13%
NFG
1183
Nations Financial Group
Iowa
$11.8M +$633K +1,102 +6%
SHFA
1184
SC&H Financial Advisors
Maryland
$11.8M +$242K +422 +2%
GS
1185
GWN Securities
Florida
$11.8M -$34.2M -59,537 -76%
TW
1186
TritonPoint Wealth
Maryland
$11.7M -$164K -286 -1%
PPWM
1187
Perissos Private Wealth Management
Oklahoma
$11.7M +$10.4M +18,045 +2,074%
WMA
1188
Wealth Management Associates
New Jersey
$11.7M +$26.4K +46 +0.2%
EWM
1189
Empirical Wealth Management
Washington
$11.7M +$177K +309 +2%
IJWM
1190
Inman Jager Wealth Management
Mississippi
$11.7M -$277K -483 -3%
TFS
1191
Thoroughbred Financial Services
Tennessee
$11.7M -$459K -800 -4%
HGWM
1192
Horst & Graben Wealth Management
Oregon
$11.6M -$1.61M -2,796 -13%
MWM
1193
MBE Wealth Management
Wisconsin
$11.6M +$199K +347 +2%
ODIJL
1194
One Day In July LLC
Vermont
$11.5M -$481K -837 -4%
NP
1195
NorthRock Partners
Minnesota
$11.5M -$78.1K -136 -0.7%
GEA
1196
Glen Eagle Advisors
New Jersey
$11.5M +$128K +223 +1%
HIA
1197
Harbor Investment Advisory
Maryland
$11.5M -$213K -371 -2%
AAS
1198
Ameritas Advisory Services
Nebraska
$11.5M -$21.2M -36,951 -67%
CA
1199
Claro Advisors
Massachusetts
$11.4M +$649K +1,130 +7%
RWP
1200
Revolve Wealth Partners
New Jersey
$11.4M +$297K +517 +3%
46 47
48
49 50