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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
1526
Tolleson Wealth Management
Texas
$1.76M – – –
GP
1527
Girard Partners
Pennsylvania
$1.76M -$44.4K -108 -2%
EVM
1528
Eaton Vance Management
Massachusetts
$1.74M -$4.03M -9,793 -68%
APW
1529
Austin Private Wealth
Texas
$1.74M -$303K -736 -14%
SCP
1530
Sandhill Capital Partners
New York
$1.73M +$564K +1,370 +43%
CWM
1531
Concentric Wealth Management
California
$1.73M -$508K -1,234 -21%
CL
1532
CIM LLC
New York
$1.73M +$37.4K +91 +2%
TCWM
1533
Total Clarity Wealth Management
Illinois
$1.71M +$35K +85 +2%
KSWA
1534
Kathleen S. Wright Associates
Pennsylvania
$1.71M +$196K +477 +12%
TWM
1535
Titus Wealth Management
California
$1.7M +$169K +411 +10%
CPSC
1536
Carl P. Sherr & Co
Massachusetts
$1.7M -$214K -520 -10%
RPWA
1537
Regent Peak Wealth Advisors
Georgia
$1.7M +$151K +368 +9%
AWA
1538
Arkadios Wealth Advisors
Georgia
$1.69M -$541K -1,314 -23%
SWA
1539
SOA Wealth Advisors
New York
$1.69M -$576K -1,401 -24%
GA
1540
Geller Advisors
New York
$1.69M -$108K -263 -6%
AFC
1541
Adaptive Financial Consulting
Ohio
$1.68M -$1.23K -3 -0.1%
MFIMFI
1542
Mesirow Financial Investment Management - Fixed Income
Illinois
$1.66M +$6.17K +15 +0.3%
MMHP
1543
Murphy Middleton Hinkle & Parker
Georgia
$1.66M +$411 +1 +0%
NP
1544
NorthRock Partners
Minnesota
$1.65M -$1.68M -4,079 -48%
COI
1545
Connable Office Inc
Michigan
$1.65M +$124K +301 +7%
FMC
1546
First Merchants Corp
Indiana
$1.63M -$44K -107 -2%
TA
1547
TrueWealth Advisors
Alabama
$1.63M +$313K +762 +22%
CLOS
1548
Compagnie Lombard Odier SCmA
Switzerland
$1.63M +$668K +1,625 +61%
PCMF
1549
Private Capital Management (Florida)
Florida
$1.62M -$49.4K -120 -3%
ACA
1550
Aptus Capital Advisors
Alabama
$1.62M -$490K -1,191 -22%
60 61
62
63 64