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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
IWP
326
Icon Wealth Partners
Texas
$46.3M +$5.23M +12,490 +13%
BHWM
327
Bar Harbor Wealth Management
New Hampshire
$46.3M -$1.71M -4,080 -4%
SIM
328
Strategic Investment Management
Virginia
$46.1M – – –
MIS
329
Morningstar Investment Services
Illinois
$45.6M +$3M +7,173 +7%
WI
330
Wintrust Investments
Illinois
$45.4M -$5.26M -12,561 -11%
WS
331
Wela Strategies
Georgia
$45.2M -$818K -1,952 -2%
DP
332
Divergent Planning
Maryland
$45.1M +$1.31M +3,124 +3%
APA
333
American Portfolios Advisors
New York
$45M -$3.94M -9,409 -8%
SAS
334
Sanford Advisory Services
Michigan
$44.9M +$1.39M +3,311 +3%
BWM
335
BT Wealth Management
Georgia
$44.8M +$4.3M +10,253 +11%
MG
336
Mather Group
Illinois
$44.7M -$1.56M -3,720 -3%
SFS
337
Sowell Financial Services
Arkansas
$44.7M -$17.4M -41,557 -29%
TLFA
338
True Link Financial Advisors
California
$44.7M -$13.8M -32,947 -24%
HA
339
Harfst & Associates
Wyoming
$44.7M -$2.69M -6,430 -6%
TWA
340
TPB Wealth Advisors
Texas
$44.5M +$1.52M +3,617 +4%
KWMG
341
King Wealth Management Group
Florida
$44.2M +$4.37M +10,434 +11%
FNBOH
342
First National Bank of Hutchinson
Kansas
$44M -$1.11M -2,655 -3%
CCWA
343
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$43.8M +$2.05M +4,892 +5%
PSUF
344
People's United Financial
Connecticut
$43.6M -$1.37M -3,269 -3%
PA
345
Pinnacle Associates
New York
$43.5M +$411K +981 +1%
HWM
346
HighMark Wealth Management
Minnesota
$43.3M -$1.48M -3,539 -3%
SAM
347
Securian Asset Management
Minnesota
$43.2M – – –
NCM
348
Narwhal Capital Management
Georgia
$43.2M -$6.37M -15,207 -13%
MWM
349
MBE Wealth Management
Wisconsin
$43.2M +$5.81M +13,875 +16%
KPWG
350
KFA Private Wealth Group
Virginia
$43.1M +$815K +1,945 +2%
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