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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
351
Modern Wealth Management
Kansas
$149M +$29.8M +40,918 +26%
WAG
352
Winthrop Advisory Group
Massachusetts
$148M +$7.09M +9,737 +5%
PFA
353
Pure Financial Advisors
California
$147M -$89.6K -123 -0.1%
SAM
354
Securian Asset Management
Minnesota
$146M -$2.63M -3,615 -2%
CFP
355
Catalyst Financial Partners
Massachusetts
$146M -$4.62M -6,340 -3%
CWAF
356
Core Wealth Advisors (Florida)
Florida
$145M +$2.08M +2,860 +1%
SYBT
357
Stock Yards Bank & Trust
Kentucky
$145M +$4.25M +5,835 +3%
HWAM
358
Hennion & Walsh Asset Management
New Jersey
$143M +$10.2M +14,031 +8%
VFIC
359
Valley Forge Investment Consultants
Pennsylvania
$141M +$4.31M +5,922 +3%
AA
360
ALPS Advisors
Colorado
$141M +$5.87M +8,065 +4%
SC
361
Savant Capital
Illinois
$140M +$44M +60,363 +48%
IA
362
Integrity Alliance
Iowa
$139M +$2.62M +3,603 +2%
CIA
363
Capital Investment Advisors
Georgia
$139M +$1.53M +2,097 +1%
IMCOOI
364
Investment Management Corp of Ontario (IMCO)
Canada
$138M -$19.5M -26,800 -13%
CSWG
365
Cardinal Strategic Wealth Guidance
Kentucky
$137M +$35.2M +48,382 +36%
DADC
366
D.A. Davidson & Co
Montana
$137M +$4.72M +6,488 +4%
RIG
367
RiverFront Investment Group
Virginia
$136M +$1.1M +1,515 +0.8%
SFS
368
Summit Financial Strategies
Ohio
$135M +$9.56M +13,127 +8%
NDSIB
369
North Dakota State Investment Board
North Dakota
$135M +$49.1M +67,396 +60%
CCFCSB
370
Cape Cod Five Cents Savings Bank
Massachusetts
$134M +$131M +179,593 New
MMA
371
Miracle Mile Advisors
California
$134M -$26.3M -36,132 -17%
RWP
372
RWA Wealth Partners
Massachusetts
$134M +$3.81M +5,226 +3%
TAM
373
TCP Asset Management
Ohio
$134M +$3.39M +4,656 +3%
FAC
374
Financial Advisory Corporation
Michigan
$133M -$4.16M -5,713 -3%
BWP
375
BSW Wealth Partners
Colorado
$132M -$4.82M -6,624 -4%
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