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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CFGS
351
Concourse Financial Group Securities
Alabama
$28.2M -$4.1M -13,954 -13%
CPSAC
352
Chas P. Smith & Associates (CPS)
Florida
$28.1M +$748K +2,548 +3%
ASN
353
Advisory Services Network
Georgia
$27.9M -$4.48M -15,245 -14%
CG
354
Colony Group
Massachusetts
$27.8M +$20.3K +69 +0.1%
FCBT
355
First Citizens Bank & Trust
North Carolina
$27.7M +$5.44M +18,537 +26%
AL
356
Aspiriant LLC
California
$27.7M -$1.84M -6,264 -7%
CWAF
357
Core Wealth Advisors (Florida)
Florida
$27.6M -$8.09M -27,539 -24%
APA
358
American Portfolios Advisors
New York
$27.6M -$7.01M -23,866 -21%
TCM
359
TD Capital Management
Tennessee
$27.6M -$221K -751 -0.8%
PF
360
Phoenix Financial
Israel
$27.4M -$4.66M -15,860 -15%
BWA
361
BDO Wealth Advisors
Florida
$27.3M +$478K +1,629 +2%
BWM
362
BT Wealth Management
Georgia
$27.2M +$1.07M +3,649 +4%
CWS
363
Cypress Wealth Services
California
$26.8M +$4.41M +15,028 +21%
KWMG
364
King Wealth Management Group
Florida
$26.7M +$1.51M +5,157 +6%
MGIA
365
Moneta Group Investment Advisors
Missouri
$26.5M -$3.93M -13,400 -14%
A
366
AdvicePeriod
California
$26.5M +$839K +2,856 +3%
FCH
367
Freestone Capital Holdings
Washington
$26.3M +$22.5M +76,562 +921%
TFS
368
TrustCore Financial Services
Tennessee
$26.3M +$601K +2,046 +2%
KPWG
369
KFA Private Wealth Group
Virginia
$26.2M -$99.8K -340 -0.4%
WFPG
370
Waller Financial Planning Group
Ohio
$26.2M +$2.89M +9,848 +13%
SHIM
371
Stone House Investment Management
Pennsylvania
$26.1M -$4.22M -14,356 -15%
SA
372
Silversage Advisors
California
$25.8M +$347K +1,183 +2%
VWA
373
Visionary Wealth Advisors
Illinois
$25.6M +$4.26M +14,499 +21%
MSA
374
Mason Street Advisors
Wisconsin
$25.4M +$12.4M +42,255 +106%
PA
375
Parallel Advisors
California
$25.4M -$3.64M -12,394 -13%
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