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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CW
1501
Connectus Wealth
Ohio
$1.2M +$1.14M +2,952 New
SWMP
1502
Signature Wealth Management Partners
New Jersey
$1.2M +$187K +482 +19%
PFM
1503
Peak Financial Management
Massachusetts
$1.2M -$57.3K -148 -5%
AM
1504
Atwater Malick
Pennsylvania
$1.19M -$123K -317 -10%
JLBC
1505
J.L. Bainbridge & Co
Florida
$1.19M -$38.7K -100 -3%
AIA
1506
Arbor Investment Advisors
North Carolina
$1.18M +$5.42K +14 +0.5%
CCMD
1507
Cypress Capital Management (Delaware)
Delaware
$1.18M +$419K +1,083 +58%
SIS
1508
SVB Investment Services
Utah
$1.18M – – –
CB
1509
CNB Bank
Pennsylvania
$1.17M +$32.9K +85 +3%
ACP
1510
Arcus Capital Partners
Georgia
$1.17M – – –
PA
1511
Parkside Advisors
California
$1.17M – – –
CCM
1512
Coe Capital Management
Illinois
$1.17M – – –
AWM
1513
Altium Wealth Management
New York
$1.16M +$36K +93 +3%
CWP
1514
CFM Wealth Partners
Texas
$1.15M +$387 +1 +0%
RCG
1515
Rock Creek Group
District of Columbia
$1.15M -$284K -734 -20%
SFG
1516
Sowa Financial Group
Rhode Island
$1.14M +$43.4K +112 +4%
CFA
1517
CWS Financial Advisors
Michigan
$1.14M – – –
CDH
1518
Charles D. Hyman
$1.14M – – –
LCC
1519
Lincoln Capital Corp
Rhode Island
$1.13M +$48.4K +125 +5%
BFA
1520
Brown Financial Advisory
Alabama
$1.13M -$80.5K -208 -7%
LBD
1521
Landsberg Bennett & Dubbaneh
Florida
$1.12M +$139K +358 +15%
CFD
1522
Creative Financial Designs
Indiana
$1.12M -$145K -375 -12%
PTC
1523
Philadelphia Trust Company
Pennsylvania
$1.11M – – –
CA
1524
Cortland Associates
Missouri
$1.11M +$511K +1,320 +89%
TFA
1525
Teamwork Financial Advisors
Texas
$1.11M -$177K -457 -14%
59 60
61
62 63