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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
TF
201
TimeScale Financial
Massachusetts
$104M -$3.7M -9,220 -4%
AF
202
Allworth Financial
California
$103M +$41.3M +103,014 +69%
CWM
203
Calamos Wealth Management
Illinois
$103M -$7.17M -17,879 -7%
MFS
204
McNamara Financial Services
Massachusetts
$102M +$976K +2,434 +1%
2P
205
26North Partners
New York
$102M +$99.8K +249 +0.1%
RI
206
RPTC Inc
Wyoming
$100M +$317K +790 +0.3%
MGIA
207
Moneta Group Investment Advisors
Missouri
$100M +$29.8M +74,363 +44%
HTC
208
Haverford Trust Company
Pennsylvania
$100M -$72.8M -181,688 -43%
FSWA
209
Financial Synergies Wealth Advisors
Texas
$99.6M -$789K -1,969 -0.8%
SIMM
210
Stillwater Investment Management (Minnesota)
Minnesota
$99.1M -$105K -262 -0.1%
WA
211
Waverly Advisors
Alabama
$98.6M +$7.99M +19,935 +9%
SWM
212
Spire Wealth Management
Virginia
$98M +$26.6M +66,355 +39%
FIB
213
First Interstate Bank
Montana
$97.6M +$16M +39,832 +20%
CB
214
Commerce Bank
Missouri
$97.4M +$1.02M +2,555 +1%
HFBOT
215
Home Federal Bank of Tennessee
Tennessee
$96.8M -$1.43M -3,561 -1%
PP
216
Pegasus Partners
Wisconsin
$95.3M -$1.95M -4,854 -2%
BCM
217
Brookstone Capital Management
Illinois
$95M -$1.85M -4,621 -2%
AWC
218
Abundance Wealth Counselors
Pennsylvania
$92.8M -$61.7K -154 -0.1%
SSB
219
Sandy Spring Bank
Maryland
$92.5M -$435K -1,085 -0.5%
DC
220
Deere & Company
Illinois
$90.3M +$3M +7,485 +4%
PFM
221
Phillips Financial Management
Indiana
$89.9M +$1.62M +4,044 +2%
FDCDDQ
222
Federation des caisses Desjardins du Quebec
Quebec, Canada
$87.2M +$3.8M +9,485 +5%
BRWA
223
B. Riley Wealth Advisors
Florida
$86.8M +$5.96M +14,873 +8%
HS
224
Horan Securities
United States
$86.1M +$2.67M +6,658 +3%
FIA
225
Foundations Investment Advisors
Arizona
$85.6M +$23.7M +59,115 +40%
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