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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CI
201
Conning Inc
Connecticut
$37.8M +$148K +615 +0.4%
AL
202
Aspiriant LLC
California
$37.2M -$1.98M -8,223 -5%
BWP
203
BSW Wealth Partners
Colorado
$36.8M +$2.13M +8,809 +6%
PP
204
Palladium Partners
Virginia
$36.8M +$992K +4,110 +3%
CFG
205
Citizens Financial Group
Rhode Island
$36.6M -$681K -2,823 -2%
MCM
206
Makena Capital Management
California
$36.4M -$1.65M -6,840 -4%
GFPC
207
Global Financial Private Capital
Florida
$36.2M -$68K -282 -0.2%
CAG
208
Crestwood Advisors Group
Massachusetts
$35.2M -$691K -2,863 -2%
CIM
209
CIM Investment Management
Pennsylvania
$34.6M -$12.3M -50,828 -26%
NA
210
Nottingham Advisors
New York
$34.4M -$495K -2,050 -1%
SSB
211
Sandy Spring Bank
Maryland
$33.9M +$2.48M +10,261 +8%
IA
212
IFP Advisors
Florida
$33.5M +$11.8M +48,845 +55%
HFS
213
HL Financial Services
Kentucky
$33.2M -$1.54M -6,390 -4%
SIM
214
SSI Investment Management
California
$32.8M +$2.3M +9,516 +8%
TAM
215
Tyers Asset Management
Texas
$32.8M +$18.4M +76,296 +131%
BOCM
216
Bontempo Ohly Capital Management
Maryland
$32.2M -$714K -2,958 -2%
TCM
217
Twele Capital Management
Minnesota
$31.9M +$649K +2,688 +2%
CB
218
Community Bank
New York
$31.8M – – –
ONB
219
Old National Bancorp
Indiana
$31.7M +$8M +33,157 +34%
PFO
220
Pathstone Family Office
New Jersey
$31.2M +$18.4M +76,057 +146%
SIM
221
Strategic Investment Management
Virginia
$31M – – –
MWP
222
Moller Wealth Partners
$30.8M -$77.7K -322 -0.3%
CAN
223
Cetera Advisor Networks
California
$30.7M +$738K +3,057 +2%
AW
224
ACG Wealth
Georgia
$29.3M +$2.16M +8,964 +8%
BTS
225
BB&T Securities
Virginia
$28.7M +$8.2M +33,974 +40%
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