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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CIM
201
CIM Investment Management
Pennsylvania
$67.6M -$2.62M -7,870 -4%
BOH
202
Bank of Hawaii
Hawaii
$67.5M -$3.53M -10,607 -5%
SPIA
203
Steward Partners Investment Advisory
New York
$66.9M +$1.48M +4,442 +2%
MMI
204
Matson Money Inc
Ohio
$66.6M +$4.75M +14,281 +8%
FSWA
205
Financial Synergies Wealth Advisors
Texas
$66.3M +$4.45M +13,371 +7%
PP
206
Pegasus Partners
Wisconsin
$66.2M -$110K -332 -0.2%
TCM
207
Twele Capital Management
Minnesota
$65.6M -$3.33M -10,003 -5%
EIG
208
Ellenbecker Investment Group
Wisconsin
$65.5M +$15.9M +47,743 +32%
RWM
209
RKL Wealth Management
Pennsylvania
$64.9M +$1.05M +3,149 +2%
BDF
210
Balasa Dinverno & Foltz
$64M -$478K -1,436 -0.7%
WBG
211
Wharton Business Group
Pennsylvania
$63.8M -$222K -668 -0.4%
SG
212
Swarthmore Group
Pennsylvania
$63.6M -$256K -768 -0.4%
FMWA
213
Forvis Mazars Wealth Advisors
Missouri
$63.3M -$5.39M -16,188 -8%
CFIA
214
Cantor Fitzgerald Investment Advisors
New York
$63M -$119K -358 -0.2%
HIH
215
HRS Investment Holdings
New York
$63M -$5.04M -15,150 -7%
TFM
216
TFC Financial Management
Massachusetts
$62.6M +$62M +186,263 New
PFM
217
Phillips Financial Management
Indiana
$61.5M -$461K -1,384 -0.8%
HI
218
Human Investing
Oregon
$60.3M +$22.3M +67,141 +60%
TIM
219
Tortoise Investment Management
New York
$60.1M -$4.71M -14,140 -7%
FCB
220
First Command Bank
Texas
$59.5M +$1.9M +5,716 +3%
FCFS
221
First Command Financial Services
Texas
$59.5M +$1.9M +5,716 +3%
BMCM
222
Bryn Mawr Capital Management
Pennsylvania
$59.2M -$2.4M -7,224 -4%
AI
223
Atria Investments
North Carolina
$58.3M +$8.52M +25,594 +17%
FNBOH
224
First National Bank of Hutchinson
Kansas
$58.3M -$782K -2,351 -1%
BWP
225
BSW Wealth Partners
Colorado
$57.8M -$13.5M -40,514 -19%
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