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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
SAS
376
Sanford Advisory Services
Michigan
$39.6M +$41.8M +101,553 +3,552%
EIA
377
Eldridge Investment Advisors
New Hampshire
$39.5M -$1.76M -4,287 -4%
AL
378
Aspiriant LLC
California
$39.4M +$61.7K +150 +0.1%
WDL
379
Well Done LLC
Michigan
$39.3M +$1.83M +4,461 +5%
BHWM
380
Bar Harbor Wealth Management
New Hampshire
$39.2M +$220K +536 +0.5%
FIA
381
Foundations Investment Advisors
Arizona
$39.2M +$13.8M +33,477 +49%
QCG
382
Quadrant Capital Group
Ohio
$39.1M +$1.68M +4,090 +4%
FCBT
383
First Citizens Bank & Trust
North Carolina
$38.7M -$2.04M -4,961 -5%
BOCM
384
Bontempo Ohly Capital Management
Maryland
$38.2M +$199K +484 +0.5%
JF
385
Jump Financial
Illinois
$38M +$20M +48,678 +94%
CWM
386
Curi Wealth Management
North Carolina
$37.9M +$5.81M +14,116 +16%
PWM
387
PRW Wealth Management
Massachusetts
$37.7M +$649K +1,577 +2%
FWA
388
FOCUS Wealth Advisors
Texas
$37.6M +$322K +784 +0.8%
FPGK
389
Financial Partners Group (Kansas)
Kansas
$37.6M +$1.56M +3,786 +4%
CPSAC
390
Chas P. Smith & Associates (CPS)
Florida
$37.4M +$961K +2,337 +2%
BG
391
Benedetti & Gucer
Georgia
$37.4M -$5.73M -13,940 -13%
HNB
392
Huntington National Bank
Ohio
$37.3M – – –
BOS
393
Bank of Stockton
California
$37.2M +$3.35M +8,138 +9%
RCA
394
Resonant Capital Advisors
Wisconsin
$37.2M -$1.89M -4,597 -4%
VFPW
395
Vantage Financial Partners (Wisconsin)
Wisconsin
$37.2M +$67.9K +165 +0.2%
MG
396
Mather Group
Illinois
$37.1M +$1.45M +3,530 +4%
RCM
397
Requisite Capital Management
Texas
$36.9M -$4.88M -11,856 -11%
LNC
398
Lincoln National Corp
Pennsylvania
$36.9M +$4.39M +10,663 +12%
LBC
399
Lowe Brockenbrough & Co
Virginia
$36.9M +$1.71M +4,153 +4%
SCA
400
Snowden Capital Advisors
New York
$36.5M +$5.46M +13,277 +16%
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