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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
MC
1451
Moors & Cabot
Massachusetts
$2.59M +$716K +1,553 +40%
BPWM
1452
Badgley Phelps Wealth Managers
Washington
$2.59M -$181K -393 -7%
DJSG
1453
D.J. St. Germain
Massachusetts
$2.58M +$1.13M +2,460 +83%
ICM
1454
Islay Capital Management
Texas
$2.58M -$13.4K -29 -0.5%
FCMA
1455
Foresight Capital Management Advisors
Michigan
$2.58M +$2.49M +5,398 New
AB
1456
Atlas Brown
Kentucky
$2.57M -$15.7K -34 -0.6%
MCWA
1457
Meadow Creek Wealth Advisors
Georgia
$2.57M +$2.48M +5,383 New
BBNA
1458
Bremer Bank National Association
Minnesota
$2.56M -$3.69K -8 -0.1%
GSIS
1459
Global Strategic Investment Solutions
Arizona
$2.56M +$2.47M +5,364 New
FFW
1460
Fusion Family Wealth
New York
$2.56M -$1.22M -2,643 -33%
IA
1461
IndexIQ Advisors
New York
$2.55M +$1.15M +2,496 +87%
UIA
1462
UBP Investment Advisors
Switzerland
$2.55M -$3.18M -6,897 -56%
BS
1463
Boenning & Scattergood
Pennsylvania
$2.55M -$1.84K -4 -0.1%
WSWA
1464
Warren Street Wealth Advisors
California
$2.54M +$2.46M +5,330 New
APW
1465
Austin Private Wealth
Texas
$2.54M -$11.5K -25 -0.5%
CPSC
1466
Carl P. Sherr & Co
Massachusetts
$2.53M +$125K +272 +5%
BP
1467
BBR Partners
New York
$2.53M +$1.92M +4,175 +369%
FMC
1468
First Merchants Corp
Indiana
$2.53M -$320K -694 -12%
GPA
1469
Garrison Point Advisors
California
$2.52M +$177K +385 +8%
PWA
1470
PCG Wealth Advisors
Kansas
$2.52M +$2.43M +5,274 New
MFA
1471
McClarren Financial Advisors
Pennsylvania
$2.52M -$27.2K -59 -1%
C
1472
CEDRUS
Colorado
$2.5M +$2.41M +5,240 New
LDFR
1473
Lehman & Derafelo Financial Resources
Pennsylvania
$2.5M – – –
APC
1474
Aspire Private Capital
North Carolina
$2.49M +$348K +756 +17%
DLHL
1475
Donald L. Hagan LLC
Florida
$2.49M -$37.3K -81 -2%
57 58
59
60 61