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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
KIG
1701
Kowal Investment Group
Wisconsin
$1.68M -$504K -1,195 -24%
DP
1702
Denver PWM
Colorado
$1.67M +$21.1K +50 +1%
TC
1703
Truvestments Capital
Florida
$1.67M -$39.6K -94 -2%
CPSC
1704
Carl P. Sherr & Co
Massachusetts
$1.66M -$189K -449 -11%
WCWM
1705
Willow Creek Wealth Management
California
$1.66M -$18.1K -43 -1%
P
1706
Pitcairn
Pennsylvania
$1.66M – – –
HWA
1707
HHM Wealth Advisors
Tennessee
$1.65M +$538K +1,276 +52%
BIG
1708
Builder Investment Group
Georgia
$1.65M – – –
NFP
1709
Narus Financial Partners
Utah
$1.64M +$7.16K +17 +0.5%
IFWM
1710
Institute for Wealth Management
Colorado
$1.64M +$1.69K +4 +0.1%
PMA
1711
Prudent Man Advisors
Illinois
$1.64M – – –
PWA
1712
PCG Wealth Advisors
Kansas
$1.63M -$141K -335 -8%
HBCM
1713
Heron Bay Capital Management
Michigan
$1.62M +$1.53M +3,636 New
SSWM
1714
Smith Salley Wealth Management
North Carolina
$1.62M +$772K +1,831 +102%
MA
1715
MKT Advisors
California
$1.62M -$1.69K -4 -0.1%
SMA
1716
Sage Mountain Advisors
Georgia
$1.61M +$487K +1,155 +47%
RA
1717
Rodgers & Associates
Pennsylvania
$1.61M +$417K +990 +38%
FNC
1718
First National Corp
Massachusetts
$1.6M +$3.79K +9 +0.3%
WAM
1719
Weatherly Asset Management
California
$1.6M – – –
PL
1720
Plancorp LLC
Missouri
$1.59M +$124K +295 +9%
JWM
1721
JGP Wealth Management
Oregon
$1.59M -$20.2K -48 -1%
TI
1722
Trexquant Investment
Connecticut
$1.59M +$1.5M +3,564 New
LWCFA
1723
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.58M -$77.5K -184 -5%
SA
1724
Shilanski & Associates
Alaska
$1.58M -$47.6K -113 -3%
AIP
1725
Almanack Investment Partners
Pennsylvania
$1.58M +$185K +438 +14%
67 68
69
70 71