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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
HA
351
Harfst & Associates
Wyoming
$42.3M +$385K +937 +0.8%
DSA
352
Droms Strauss Advisors
Missouri
$42.3M +$168K +408 +0.4%
LWA
353
Lineweaver Wealth Advisors
Ohio
$42.2M +$281K +683 +0.6%
VWA
354
Visionary Wealth Advisors
Illinois
$42.1M +$555K +1,349 +1%
MSWMA
355
Market Street Wealth Management Advisors
Indiana
$42.1M -$376K -915 -0.8%
FW
356
Fidato Wealth
Ohio
$42.1M -$325K -789 -0.7%
HWM
357
HighMark Wealth Management
Minnesota
$42M -$4.26M -10,362 -9%
KPWG
358
KFA Private Wealth Group
Virginia
$41.7M +$1.49M +3,619 +3%
FZCM
359
Flynn Zito Capital Management
New York
$41.7M +$45.2M +109,905 New
PIM
360
Parker Investment Management
California
$41M -$112K -273 -0.3%
KFP
361
KMG Fiduciary Partners
Ohio
$41M -$1.11M -2,695 -2%
APA
362
American Portfolios Advisors
New York
$40.9M -$677K -1,645 -2%
CFGS
363
Concourse Financial Group Securities
Alabama
$40.8M -$872K -2,119 -2%
CPO
364
Cerity Partners OCIO
New York
$40.7M +$13.1M +31,748 +42%
WS
365
Wela Strategies
Georgia
$40.7M -$73.2K -178 -0.2%
SIM
366
Strategic Investment Management
Virginia
$40.6M – – –
STA
367
Summit Trail Advisors
New York
$40.5M -$4.11K -10 -0%
MCWS
368
McKinley Carter Wealth Services
West Virginia
$40.4M +$986K +2,397 +2%
OC
369
Oppenheimer & Co
New York
$40.4M +$103K +251 +0.2%
GLA
370
Great Lakes Advisors
Illinois
$40.3M +$2.57M +6,247 +6%
TSA
371
Tri-Star Advisors
Texas
$40.2M +$1.38M +3,352 +3%
CWM
372
Cranbrook Wealth Management
Michigan
$40.2M +$2.45M +5,955 +6%
PA
373
Pinnacle Associates
New York
$40.1M +$420K +1,020 +1%
HPC
374
Hobart Private Capital
North Carolina
$39.9M -$2.94M -7,151 -6%
CB
375
Community Bank
New York
$39.7M -$86.8K -211 -0.2%
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