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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CWS
1701
Confluence Wealth Services
Pennsylvania
$1.2M +$242K +589 +26%
KLCM
1702
KG&L Capital Management
Louisiana
$1.2M -$3.29K -8 -0.3%
DJSG
1703
D.J. St. Germain
Massachusetts
$1.2M -$1.01M -2,452 -44%
DP
1704
DDD Partners
Washington
$1.2M – – –
SWM
1705
Seaside Wealth Management
California
$1.2M +$1.19M +2,882 New
RC
1706
Randolph Company
Ohio
$1.19M -$46.9K -114 -4%
TL
1707
Tradewinds LLC
North Carolina
$1.19M +$1.29M +3,125 New
CW
1708
Cabot-Wellington
Massachusetts
$1.18M -$87.6K -213 -6%
HCA
1709
Horan Capital Advisors
Ohio
$1.18M +$69.5K +169 +6%
AFAS
1710
Acorn Financial Advisory Services
Virginia
$1.17M +$73.6K +179 +6%
PWG
1711
Private Wealth Group
Florida
$1.17M +$443K +1,076 +54%
PWA
1712
Providence Wealth Advisors
Illinois
$1.17M +$823K +2,000 +192%
TF
1713
Tompkins Financial
New York
$1.16M -$157K -381 -11%
SWM
1714
Soundmark Wealth Management
Washington
$1.16M +$823 +2 +0.1%
WT
1715
Washington Trust
Rhode Island
$1.15M – – –
AS
1716
Altshuler Shaham
Israel
$1.15M +$1.25M +3,044 New
PL
1717
Plancorp LLC
Missouri
$1.15M -$20.6K -50 -2%
SSWM
1718
Smith Salley Wealth Management
North Carolina
$1.15M +$129K +313 +12%
CGPCS
1719
Capital Group Private Client Services
California
$1.15M +$409K +994 +49%
MW
1720
MBL Wealth
North Carolina
$1.14M -$96.7K -235 -7%
HJGA
1721
Hardman Johnston Global Advisors
Connecticut
$1.14M +$1.24M +3,005 New
MHIC
1722
Marble Harbor Investment Counsel
Massachusetts
$1.14M +$148K +361 +14%
HFS
1723
Howard Financial Services
Texas
$1.13M -$223K -543 -15%
GD
1724
Grandfield & Dodd
New York
$1.13M -$5.35K -13 -0.4%
LPIC
1725
LeJeune Puetz Investment Counsel
Michigan
$1.13M – – –
67 68
69
70 71