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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
151
Wealthspire Advisors (Maryland)
Maryland
$86.1M +$2.57M +8,852 +3%
RWM
152
Ritholtz Wealth Management
New York
$85.8M +$2.9M +10,008 +4%
MA
153
MUFG Americas
New York
$85.3M -$141K -487 -0.2%
TAM
154
Tiverton Asset Management
Delaware
$81.8M – – –
PAG
155
Private Advisor Group
New Jersey
$81.6M +$3.32M +11,462 +4%
KIM
156
Karpus Investment Management
New York
$79.6M -$129K -444 -0.2%
NA
157
Neuburgh Advisers
California
$77.9M +$30.4M +104,856 +66%
CWM
158
Cahaba Wealth Management
Georgia
$77.8M +$4.12M +14,208 +6%
MIH
159
Madison Investment Holdings
Wisconsin
$76.9M +$46.6M +160,900 +161%
CA
160
Cetera Advisors
Colorado
$76.3M +$11M +38,103 +17%
CA
161
Cortland Advisers
Delaware
$74.4M +$66.3M +228,910 +967%
A
162
AdvicePeriod
California
$74M +$8.94M +30,848 +14%
PFO
163
Pathstone Family Office
New Jersey
$71.7M -$940K -3,245 -1%
CAL
164
Capital Analysts LLC
Pennsylvania
$71.7M +$2.46M +8,473 +4%
TIM
165
Tortoise Investment Management
New York
$70.6M -$1.89M -6,522 -3%
BSB
166
Bangor Savings Bank
Maine
$69.8M +$2.29M +7,911 +3%
VC
167
Vicus Capital
Pennsylvania
$69.2M -$541K -1,867 -0.8%
FNBOH
168
First National Bank of Hutchinson
Kansas
$69M -$3.6M -12,413 -5%
BL
169
Balentine LLC
Georgia
$68.7M +$1.86M +6,406 +3%
GC
170
Gilbert & Cook
Iowa
$68.6M +$1.49M +5,134 +2%
FLPIM
171
F.L. Putnam Investment Management
Massachusetts
$68.1M +$19.5M +67,365 +41%
GFP
172
Gryphon Financial Partners
Ohio
$67.4M -$1.39M -4,807 -2%
VFA
173
Voya Financial Advisors
Connecticut
$67.2M -$5.9M -20,345 -8%
CCFCSB
174
Cape Cod Five Cents Savings Bank
Massachusetts
$66.9M +$1.35M +4,661 +2%
FTIOP
175
Fiduciary Trust International of Pennsylvania
Pennsylvania
$66.4M +$65.3M +225,406 New
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