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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
EW
376
Enzi Wealth
Texas
$38.7M +$38.6M +96,690 New
STA
377
Summit Trail Advisors
New York
$38.4M +$181K +453 +0.4%
RCM
378
Requisite Capital Management
Texas
$38.2M +$3.62M +9,076 +9%
MCM
379
MV Capital Management
Maryland
$38.1M +$4.13M +10,335 +11%
BHWM
380
Bar Harbor Wealth Management
New Hampshire
$37.6M +$600K +1,503 +1%
RVPG
381
Relative Value Partners Group
$37.6M +$414K +1,037 +1%
HWAM
382
Hennion & Walsh Asset Management
New Jersey
$37.5M +$16.2M +40,461 +63%
CB
383
Community Bank
New York
$37.5M -$32.3K -81 -0.1%
AL
384
Aspiriant LLC
California
$37.4M +$117K +293 +0.3%
CWM
385
Cranbrook Wealth Management
Michigan
$37.2M -$880K -2,203 -2%
RCA
386
Resonant Capital Advisors
Wisconsin
$37.1M +$2.11M +5,276 +5%
PWM
387
PRW Wealth Management
Massachusetts
$37M +$1.53M +3,840 +4%
AIP
388
Ameritas Investment Partners
Nebraska
$37M -$6.45M -16,145 -14%
BOS
389
Bank of Stockton
California
$36.9M +$1.9M +4,753 +5%
WDL
390
Well Done LLC
Michigan
$36.8M -$372K -931 -0.9%
WA
391
Wealth Alliance
New York
$36.7M +$4.35M +10,884 +12%
BOCM
392
Bontempo Ohly Capital Management
Maryland
$36.6M +$521K +1,305 +1%
FPGK
393
Financial Partners Group (Kansas)
Kansas
$36.6M +$1.17M +2,918 +3%
EIA
394
Eldridge Investment Advisors
New Hampshire
$36.6M -$857K -2,146 -2%
WI
395
Wintrust Investments
Illinois
$36.1M +$3.08M +7,716 +8%
GWM
396
GDS Wealth Management
Texas
$36M +$2.21M +5,527 +6%
BG
397
Benedetti & Gucer
Georgia
$35.6M +$783K +1,960 +2%
CPSAC
398
Chas P. Smith & Associates (CPS)
Florida
$35.5M +$146K +366 +0.4%
ST
399
Smithfield Trust
Pennsylvania
$35.5M +$5.53M +13,852 +16%
MG
400
Mather Group
Illinois
$35.4M +$260K +650 +0.7%
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