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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
WMA
301
White Mountains Advisors
Connecticut
$37.4M – – –
WS
302
Wela Strategies
Georgia
$37.3M -$441K -1,425 -1%
DWA
303
Divergent Wealth Advisors
Utah
$37.1M -$8.22M -26,557 -19%
PP
304
Palladium Partners
Virginia
$37M -$2.82M -9,110 -7%
KWMG
305
King Wealth Management Group
Florida
$37M +$601K +1,942 +2%
RWP
306
Reliant Wealth Planning
Kentucky
$36.9M +$35.3M +114,209 New
FCFC
307
First Commonwealth Financial Corp
Pennsylvania
$36.9M +$513K +1,656 +1%
RIS
308
Retirement Income Solutions
Michigan
$36.7M +$22.4M +72,295 +175%
MIAN
309
Mariner Independent Advisor Network
Kansas
$36.5M +$822K +2,655 +2%
PA
310
Parallel Advisors
California
$36.4M -$287K -926 -0.8%
AL
311
Aspiriant LLC
California
$35.7M -$417K -1,346 -1%
HI
312
Human Investing
Oregon
$35.4M +$1.57M +5,070 +5%
SFS
313
Summit Financial Strategies
Ohio
$35.4M -$824K -2,661 -2%
NEPPG
314
New England Professional Planning Group
Rhode Island
$35.3M +$33.8M +109,343 New
OC
315
Oppenheimer & Co
New York
$35.3M +$1.53M +4,930 +5%
WI
316
Wintrust Investments
Illinois
$35.3M -$275K -889 -0.8%
EPA
317
Element Pointe Advisors
Florida
$35.1M -$94.7K -306 -0.3%
LPWM
318
Lake Point Wealth Management
Texas
$35M +$33.6M +108,410 New
IF
319
Ironwood Financial
Arizona
$34.9M -$575K -1,859 -2%
MIS
320
Morningstar Investment Services
Illinois
$34.6M +$115K +370 +0.3%
BHWM
321
Bar Harbor Wealth Management
New Hampshire
$34.2M -$1.68M -5,434 -5%
HWM
322
HighMark Wealth Management
Minnesota
$34.2M +$32.8M +105,876 New
SFS
323
Sowell Financial Services
Arkansas
$33.9M -$1.64M -5,290 -5%
AC
324
AlphaCore Capital
California
$33.8M +$32.4M +104,609 New
JWM
325
Jackson Wealth Management
Florida
$33.6M -$536K -1,733 -2%
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