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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
GP
1201
Geneva Partners
Wisconsin
$9.27M +$169K +304 +2%
CRI
1202
Commonwealth Retirement Investments
Virginia
$9.19M +$96.7K +174 +1%
CFSG
1203
Community Financial Services Group
Vermont
$9.16M -$289K -520 -3%
MLA
1204
My Legacy Advisors
Oregon
$9.16M -$2.82M -5,064 -24%
PMFA
1205
Plante Moran Financial Advisors
Michigan
$9.14M +$118K +213 +1%
LC
1206
Lindbrook Capital
California
$9.14M +$5.05M +9,079 +134%
CD
1207
Chapin Davis
Maryland
$9.11M +$244K +438 +3%
SC
1208
Solstein Capital
California
$9.11M +$8.78M +15,798 New
NPT
1209
Nixon Peabody Trust
Massachusetts
$9.1M +$8.78M +15,783 New
NFC
1210
Northeast Financial Consultants
Connecticut
$9.1M +$231K +415 +3%
MWM
1211
MinichMacGregor Wealth Management
New York
$9.1M -$259K -465 -3%
EI
1212
Ellevest Inc
New York
$9.09M -$26.7K -48 -0.3%
UOTTAIMCU
1213
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$9.06M +$108K +194 +1%
FC
1214
Fulcrum Capital
Washington
$9.03M -$6.38M -11,467 -42%
GEA
1215
Glen Eagle Advisors
New Jersey
$8.99M -$55.6K -100 -0.6%
LG
1216
Leuthold Group
Minnesota
$8.98M -$109K -196 -1%
DC
1217
Davenport & Co
Virginia
$8.95M +$250K +449 +3%
MF
1218
Meridian Financial
Massachusetts
$8.94M -$209K -376 -2%
RW
1219
Regimen Wealth
Georgia
$8.93M -$39.5K -71 -0.5%
EWM
1220
Empirical Wealth Management
Washington
$8.91M +$803K +1,444 +10%
CIR
1221
Clear Investment Research
Georgia
$8.89M -$515K -926 -6%
PAG
1222
Private Advisory Group
Washington
$8.86M +$172K +309 +2%
CPA
1223
Cardiff Park Advisors
California
$8.85M -$70.6K -127 -0.8%
FPCG
1224
Forum Private Client Group
Indiana
$8.84M +$8.9K +16 +0.1%
YLHM
1225
Yelin Lapidot Holdings Management
Israel
$8.84M +$63.9K +115 +0.8%
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