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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
301
Valeo Financial Advisors
Indiana
$51.5M +$4.57M +11,455 +9%
ANB
302
Amarillo National Bank
Texas
$51.3M +$3.21M +8,028 +6%
ASN
303
Advisory Services Network
Georgia
$51M +$7.65M +19,159 +16%
RA
304
RFG Advisory
Alabama
$50.5M -$1.31M -3,273 -2%
LFG
305
Leverty Financial Group
Wisconsin
$50.3M +$878K +2,198 +2%
DWM
306
Destination Wealth Management
California
$50.2M +$1.19M +2,988 +2%
I
307
INVST
Indiana
$49.7M +$1.11M +2,771 +2%
APCM
308
Alaska Permanent Capital Management
Alaska
$49.6M +$457K +1,145 +0.8%
CA
309
Crewe Advisors
Utah
$49.2M +$3.62M +9,062 +7%
MHS
310
M Holdings Securities
Oregon
$48.9M -$7.68M -19,232 -12%
CCP
311
Corient Capital Partners
California
$48.7M +$196M +490,408 +2,190%
AA
312
ALPS Advisors
Colorado
$48.7M -$2.04M -5,120 -4%
BF
313
BOK Financial
Oklahoma
$48.6M +$4.65M +11,655 +9%
VFA
314
Voya Financial Advisors
Connecticut
$48.3M +$2.9M +7,252 +6%
RTS
315
Round Table Services
New Jersey
$48.2M -$248K -621 -0.5%
WTC
316
WhitTier Trust Company
Nevada
$47.9M +$6.66M +16,677 +14%
RSWM
317
Robertson Stephens Wealth Management
California
$47.8M -$10.1M -25,173 -16%
PFG
318
PAX Financial Group
Texas
$47M -$125K -312 -0.2%
CWM
319
Cahill Wealth Management
Michigan
$47M -$1.21M -3,030 -2%
KWMG
320
King Wealth Management Group
Florida
$46.7M +$1.42M +3,557 +3%
SAS
321
Sage Advisory Services
Texas
$46.6M +$25.5M +63,956 +97%
FIA
322
Foundations Investment Advisors
Arizona
$46.5M +$11.2M +27,956 +28%
AI
323
Accredited Investors
Minnesota
$46.4M +$1.77M +4,423 +4%
NEPPG
324
New England Professional Planning Group
Rhode Island
$46.3M +$1.21M +3,033 +2%
MFA
325
Mayflower Financial Advisors
Massachusetts
$46M -$440K -1,103 -0.7%
11 12
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