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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
1601
Stephens Consulting
Michigan
$1.84M +$155K +386 +9%
AWA
1602
Archvest Wealth Advisors
California
$1.83M +$1.2K +3 +0.1%
MIIM
1603
Mesirow Institutional Investment Management
Illinois
$1.82M +$7.22K +18 +0.4%
GFA
1604
Gallagher Fiduciary Advisors
Illinois
$1.82M +$1.77M +4,413 New
MMHP
1605
Murphy Middleton Hinkle & Parker
Georgia
$1.76M – – –
GBWM
1606
Granite Bay Wealth Management
New Hampshire
$1.76M +$1.33M +3,324 +344%
TCWM
1607
Total Clarity Wealth Management
Illinois
$1.76M +$13.6K +34 +0.8%
SMWM
1608
Silvia McColl Wealth Management
California
$1.76M – – –
NAM
1609
NorthCrest Asset Manangement
Minnesota
$1.75M +$763K +1,904 +81%
FMC
1610
First Merchants Corp
Indiana
$1.73M -$104K -260 -6%
BMO
1611
Beck Mack & Oliver
New York
$1.73M – – –
IPW
1612
Intergy Private Wealth
Colorado
$1.73M +$690K +1,721 +69%
LFP
1613
Leeward Financial Partners
Washington
$1.72M +$24.9K +62 +1%
HKIMG
1614
Hutchens & Kramer Investment Management Group
Indiana
$1.72M +$620K +1,547 +58%
HWM
1615
Hemington Wealth Management
Virginia
$1.72M -$9.22K -23 -0.5%
CPSC
1616
Carl P. Sherr & Co
Massachusetts
$1.72M -$23.3K -58 -1%
APW
1617
Atlantic Private Wealth
North Carolina
$1.72M -$479K -1,195 -22%
MCC
1618
Money Concepts Capital
Florida
$1.71M +$30M +74,753 +335%
WSWA
1619
Warren Street Wealth Advisors
California
$1.7M -$8.02K -20 -0.5%
NW
1620
NewEdge Wealth
Pennsylvania
$1.7M -$2.05M -5,123 -55%
HT
1621
HighTower Trust
Texas
$1.69M – – –
RBFC
1622
Roman Butler Fullerton & Co
Missouri
$1.69M +$1.2K +3 +0.1%
PFBT
1623
Parkside Financial Bank & Trust
Missouri
$1.69M +$748K +1,865 +83%
IAA
1624
Ironsides Asset Advisors
North Carolina
$1.69M – – –
KBFS
1625
Kohmann Bosshard Financial Services
Ohio
$1.68M – – –
63 64
65
66 67