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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
PIM
351
Parker Investment Management
California
$53.3M +$192K +417 +0.4%
EIA
352
Eldridge Investment Advisors
New Hampshire
$53.3M +$1.13M +2,461 +2%
NCM
353
Narwhal Capital Management
Georgia
$53.2M +$2.57M +5,579 +5%
WFPG
354
Waller Financial Planning Group
Ohio
$53.1M -$277K -601 -0.5%
FW
355
Fidato Wealth
Ohio
$52.8M +$51M +110,712 New
BOCM
356
Bontempo Ohly Capital Management
Maryland
$52.6M +$502K +1,089 +1%
WAOI
357
Wealth Advisors of Iowa
Iowa
$52M -$3.46M -7,515 -6%
CA
358
Crewe Advisors
Utah
$51.9M +$3.67M +7,964 +8%
KWMG
359
King Wealth Management Group
Florida
$51.8M +$1.22M +2,657 +3%
RCM
360
Requisite Capital Management
Texas
$51.8M -$3.7M -8,033 -7%
TI
361
Tidal Investments
Wisconsin
$51.6M +$49.5M +107,340 +12,779%
EHPM
362
Emery Howard Portfolio Management
California
$51.6M -$212K -461 -0.4%
VCM
363
Vision Capital Management
Oregon
$51.5M +$973K +2,112 +2%
SIM
364
Strategic Investment Management
Virginia
$51.1M – – –
CCWA
365
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$51.1M +$1.18M +2,557 +2%
ASN
366
Advisory Services Network
Georgia
$51M +$9.91M +21,495 +25%
DP
367
Divergent Planning
Maryland
$50.8M +$1.41M +3,058 +3%
WTC
368
WhitTier Trust Company
Nevada
$50.7M +$2.35M +5,106 +5%
FA
369
Fiducient Advisors
Illinois
$50.7M -$1.97M -4,272 -4%
RCA
370
Resonant Capital Advisors
Wisconsin
$50.6M +$2.18M +4,722 +5%
BHWM
371
Bar Harbor Wealth Management
New Hampshire
$50.6M +$1.18M +2,550 +2%
MWM
372
MBE Wealth Management
Wisconsin
$50.6M +$1.08M +2,348 +2%
GF
373
Genworth Financial
Virginia
$50.5M +$38.3M +83,175 +368%
TLFA
374
True Link Financial Advisors
California
$50.2M -$100K -217 -0.2%
OWM
375
Orgel Wealth Management
Wisconsin
$50M +$10.4M +22,553 +27%
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