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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
1501
Paracle Advisors
Washington
$1.11M – – –
SIS
1502
SVB Investment Services
Utah
$1.11M -$138K -389 -12%
AIA
1503
Arbor Investment Advisors
North Carolina
$1.11M +$64.8K +182 +7%
ACP
1504
Arcus Capital Partners
Georgia
$1.1M +$1.04M +2,935 New
CCMG
1505
Clark Capital Management Group
Pennsylvania
$1.1M -$182M -512,651 -99%
PA
1506
Parkside Advisors
California
$1.1M -$95.7K -269 -8%
CCM
1507
Coe Capital Management
Illinois
$1.1M -$10.7K -30 -1%
BF
1508
Blankinship & Foster
California
$1.1M -$95.4K -268 -8%
HFP
1509
Holistic Financial Partners
Indiana
$1.09M -$356 -1 -0%
VCP
1510
Vista Capital Partners
Oregon
$1.09M -$31.3K -88 -3%
CWP
1511
CFM Wealth Partners
Texas
$1.08M – – –
CGFA
1512
Colton Groome Financial Advisors
North Carolina
$1.08M +$1.02M +2,877 New
CFA
1513
CWS Financial Advisors
Michigan
$1.07M -$13.2K -37 -1%
CDH
1514
Charles D. Hyman
$1.07M – – –
CB
1515
CNB Bank
Pennsylvania
$1.07M +$106K +299 +12%
AWM
1516
Altium Wealth Management
New York
$1.06M -$21K -59 -2%
AIM
1517
Axiom Investment Management
New York
$1.06M +$1.19M +3,334 +110%
GHA
1518
GW Henssler & Associates
Georgia
$1.06M +$3.2K +9 +0.3%
TIAM2
1519
Tru Independence Asset Management 2
Oregon
$1.06M +$1M +2,820 New
PTC
1520
Philadelphia Trust Company
Pennsylvania
$1.05M – – –
IA
1521
IndexIQ Advisors
New York
$1.05M +$379K +1,066 +62%
LWM
1522
Lyell Wealth Management
California
$1.05M +$387K +1,087 +63%
IWA
1523
Intercontinental Wealth Advisors
Texas
$1.05M -$89K -250 -8%
MSR
1524
Main Street Research
Connecticut
$1.05M +$29.9K +84 +3%
TCBWMS
1525
Texas Capital Bank Wealth Management Services
Texas
$1.05M -$647K -1,818 -39%
59 60
61
62 63