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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
201
Wealth Architects
California
$47.5M -$821K -2,863 -2%
FMII
202
Farmers & Merchants Investments Inc
Nebraska
$47.4M +$367K +1,279 +0.8%
SS
203
Simplicity Solutions
Minnesota
$47M +$33.6M +117,174 +271%
PP
204
Prudential plc
United Kingdom
$47M +$46M +160,446 New
PFM
205
Phillips Financial Management
Indiana
$46.8M +$222K +773 +0.5%
JWM
206
Janiczek Wealth Management
Colorado
$46.5M -$968K -3,376 -2%
FA
207
Fiducient Advisors
Illinois
$45.6M -$2.4M -8,359 -5%
FWCM
208
Ferguson Wellman Capital Management
Oregon
$44.5M -$2.99M -10,426 -6%
CPO
209
Cerity Partners OCIO
New York
$44.4M -$2.38M -8,287 -5%
VF
210
Virtu Financial
New York
$44.4M +$41.2M +143,515 +1,790%
RI
211
RPTC Inc
Wyoming
$44.3M +$3.66M +12,775 +9%
GFP
212
Gryphon Financial Partners
Ohio
$44.2M +$348K +1,213 +0.8%
TLIC
213
Taiyo Life Insurance Company
Japan
$43M -$5.45M -19,000 -11%
ONB
214
Old National Bancorp
Indiana
$42.4M -$15.7M -54,837 -27%
PIM
215
Parker Investment Management
California
$42.2M -$115K -401 -0.3%
NA
216
Neuburgh Advisers
California
$41.9M +$1.38M +4,828 +3%
BWP
217
BSW Wealth Partners
Colorado
$41.3M +$225K +783 +0.6%
NA
218
NewEdge Advisors
Louisiana
$41.2M +$8.56M +29,848 +27%
CFG
219
Citizens Financial Group
Rhode Island
$40.5M -$873K -3,042 -2%
JWM
220
Jackson Wealth Management
Florida
$40.5M +$2.53M +8,808 +7%
AI
221
Accredited Investors
Minnesota
$40.1M -$3.31M -11,535 -8%
MMI
222
Matson Money Inc
Ohio
$40.1M – – –
FAAS
223
First Allied Advisory Services
California
$40M -$7.12M -24,830 -15%
ASN
224
Advisory Services Network
Georgia
$39.9M -$148K -517 -0.4%
LNC
225
Lincoln National Corp
Pennsylvania
$39.8M +$4.03M +14,045 +12%
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9
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