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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
HCMT
201
Highland Capital Management (Tennessee)
Tennessee
$8.7M +$627K +3,398 +8%
FF
202
Friedenthal Financial
New Jersey
$8.59M +$1.06M +5,716 +14%
NA
203
Nottingham Advisors
New York
$8.57M +$4.75M +25,730 +130%
NFG
204
NewFocus Financial Group
Washington
$8.46M +$1.98M +10,723 +31%
SMC
205
Smith, Moore & Co
Missouri
$8.45M +$97.3K +527 +1%
WSFS
206
Wilmington Savings Fund Society
Delaware
$8.42M -$189K -1,023 -2%
MA
207
Montag & Associates
Georgia
$8.39M +$1.37M +7,430 +20%
PA
208
Pinnacle Associates
New York
$8.29M +$1.62M +8,753 +25%
TPSF
209
Texas Permanent School Fund
Texas
$8.24M -$129K -700 -2%
ACM
210
Acertus Capital Management
New Jersey
$8.19M +$5.23M +28,340 +186%
MG
211
MDE Group
New Jersey
$8.19M +$5.23M +28,340 +186%
NFM
212
North Forty Management
Washington
$8.13M – – –
MC
213
Miles Capital
Iowa
$8.05M -$404K -2,186 -5%
PFS
214
Prospera Financial Services
Texas
$7.96M +$160K +869 +2%
SJIM
215
St. Johns Investment Management
Florida
$7.89M +$7.74M +41,932 New
BWP
216
BSW Wealth Partners
Colorado
$7.85M +$4.1M +22,227 +114%
SIC
217
Salem Investment Counselors
North Carolina
$7.49M +$402K +2,179 +6%
TCM
218
Twele Capital Management
Minnesota
$7.48M +$973K +5,268 +15%
CA
219
Cetera Advisors
Colorado
$7.44M +$785K +4,253 +12%
LWM
220
Lyons Wealth Management
Florida
$7.42M -$3.52M -19,048 -33%
LGWM
221
Litman Gregory Wealth Management
California
$7.39M +$60.9K +330 +0.8%
CL
222
Choreo LLC
Illinois
$7.11M +$6.98M +37,794 New
LS
223
Lattice Strategies
Pennsylvania
$7.1M -$1.23M -6,685 -15%
EFSCE
224
Enterprise Financial Services Corp (EFSC)
Missouri
$7.02M -$966K -5,229 -12%
CFC
225
Coyle Financial Counsel
Illinois
$6.99M +$226K +1,226 +3%
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