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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
FW
351
Fidato Wealth
Ohio
$50.7M +$460K +1,029 +0.9%
BG
352
Benedetti & Gucer
Georgia
$50.5M -$2M -4,473 -4%
AIP
353
Ameritas Investment Partners
Nebraska
$50.5M -$782K -1,748 -2%
I
354
INVST
Indiana
$50.4M +$4.94M +11,054 +10%
KFP
355
KMG Fiduciary Partners
Ohio
$50.3M -$4.68M -10,474 -9%
LWA
356
Lineweaver Wealth Advisors
Ohio
$50.2M +$7.59M +16,962 +18%
HA
357
Harfst & Associates
Wyoming
$50.2M +$3.98M +8,893 +9%
MFG
358
Merit Financial Group
Georgia
$50.1M +$35.1M +78,526 +246%
DP
359
Divergent Planning
Maryland
$50.1M +$1.86M +4,157 +4%
VWA
360
Visionary Wealth Advisors
Illinois
$49.8M +$14.8M +33,108 +43%
PFA
361
Pettinga Financial Advisors
Indiana
$49.8M +$20.3M +45,387 +71%
CFGS
362
Concourse Financial Group Securities
Alabama
$49.8M -$7.01M -15,680 -13%
APA
363
American Portfolios Advisors
New York
$49.7M -$10M -22,429 -17%
BSW
364
Buckingham Strategic Wealth
Missouri
$49.6M -$2.65M -5,929 -5%
RCM
365
Requisite Capital Management
Texas
$49.6M +$314K +702 +0.6%
PIM
366
Parker Investment Management
California
$49.2M -$1.45M -3,236 -3%
EIA
367
Eldridge Investment Advisors
New Hampshire
$49.2M -$1.47M -3,281 -3%
HCA
368
Heck Capital Advisors
Wisconsin
$48.9M -$8.53M -19,079 -15%
WS
369
Wela Strategies
Georgia
$48.7M +$3.46M +7,735 +8%
SIM
370
Strategic Investment Management
Virginia
$48.6M -$35.8K -80 -0.1%
FCBT
371
First Citizens Bank & Trust
North Carolina
$48.5M +$10.3M +23,107 +28%
STA
372
Summit Trail Advisors
New York
$48.4M -$9.12M -20,398 -16%
OC
373
Oppenheimer & Co
New York
$48.2M +$3.58M +8,007 +8%
KPWG
374
KFA Private Wealth Group
Virginia
$48.2M +$1.06M +2,359 +2%
FA
375
Fiducient Advisors
Illinois
$48.1M -$123K -276 -0.3%
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