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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
EPA
251
Element Pointe Advisors
Florida
$61.3M -$8.37M -20,955 -11%
SWM
252
Spire Wealth Management
Virginia
$61.2M -$20.2M -50,664 -23%
DADC
253
D.A. Davidson & Co
Montana
$61.1M +$642K +1,608 +1%
HFA
254
High Falls Advisors
New York
$61M +$296K +742 +0.4%
MA
255
Mutual Advisors
Nebraska
$61M +$7.57M +18,961 +13%
CWAF
256
Core Wealth Advisors (Florida)
Florida
$60.9M +$21.5M +53,793 +46%
WA
257
Wilshire Advisors
California
$60.9M -$2.11M -5,280 -3%
TLFA
258
True Link Financial Advisors
California
$60.8M +$3.63M +9,100 +6%
MB
259
MUFG Bank
Japan
$60.8M – – –
FMWA
260
Forvis Mazars Wealth Advisors
Missouri
$60.2M -$529K -1,325 -0.8%
CS
261
Comerica Securities
Michigan
$60M +$1.14M +2,863 +2%
MGIA
262
Moneta Group Investment Advisors
Missouri
$59.8M -$1.34M -3,352 -2%
TCM
263
Twele Capital Management
Minnesota
$59.6M -$2.38M -5,966 -3%
WBG
264
Wharton Business Group
Pennsylvania
$59M -$479K -1,200 -0.7%
RIS
265
Retirement Income Solutions
Michigan
$58.7M +$4.02M +10,074 +7%
GT
266
Glenmede Trust
Pennsylvania
$58.5M -$1.41M -3,530 -2%
BBHC
267
Brown Brothers Harriman & Co
New York
$58.1M +$13M +32,493 +25%
BWP
268
BSW Wealth Partners
Colorado
$57.9M +$1.09M +2,718 +2%
AFS
269
Amtrust Financial Services
New York
$57.7M – – –
BDF
270
Balasa Dinverno & Foltz
$57.6M -$1.9M -4,748 -3%
NL
271
NWAM LLC
Washington
$57.6M +$5.22M +13,064 +9%
PWA
272
Physician Wealth Advisors
Utah
$56.9M +$279K +699 +0.5%
LF
273
Lee Financial
Texas
$56.2M +$996K +2,495 +2%
P3I
274
Progeny 3 Inc
Washington
$56.2M -$47.3M -118,448 -43%
CI
275
Conning Inc
Connecticut
$56.1M -$176K -440 -0.3%
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