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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
SG
376
StoneX Group
New York
$68.3M +$2.93M +5,847 +5%
CSWG
377
Cardinal Strategic Wealth Guidance
Kentucky
$67.8M -$5.47M -10,926 -8%
OBWG
378
Onyx Bridge Wealth Group
New York
$67.3M +$20M +39,875 +43%
RCA
379
Resonant Capital Advisors
Wisconsin
$67.1M +$1.9M +3,794 +3%
GWM
380
Geneos Wealth Management
Colorado
$67.1M -$3.79M -7,582 -6%
LWA
381
Lineweaver Wealth Advisors
Ohio
$66.9M +$1.33M +2,664 +2%
GPW
382
Gray Private Wealth
Massachusetts
$66.5M +$63.3M +126,419 New
PA
383
Pinnacle Associates
New York
$66.4M +$1.8M +3,594 +3%
WA
384
Wealth Architects
California
$66.3M -$603K -1,205 -0.9%
CFP
385
Catalyst Financial Partners
Massachusetts
$65.8M +$7.42M +14,833 +13%
PWLP
386
Prio Wealth Limited Partnership
Massachusetts
$65.5M +$2.03M +4,062 +3%
BFPW
387
BOK Financial Private Wealth
Colorado
$65.4M -$1.94M -3,876 -3%
CWM
388
Cahill Wealth Management
Michigan
$65.2M -$81.1K -162 -0.1%
KPWG
389
KFA Private Wealth Group
Virginia
$65.2M +$3.23M +6,450 +5%
JWM
390
Janiczek Wealth Management
Colorado
$64.6M +$1.61M +3,209 +3%
NEPPG
391
New England Professional Planning Group
Rhode Island
$64.6M -$823K -1,644 -1%
KWM
392
Keebeck Wealth Management
Illinois
$64.6M -$412K -823 -0.7%
AI
393
Accredited Investors
Minnesota
$64.4M -$769K -1,536 -1%
LP
394
LGL Partners
Pennsylvania
$63.6M +$23.2M +46,382 +62%
HI
395
Hudock Inc
Pennsylvania
$63.5M -$571K -1,142 -0.9%
KFP
396
KMG Fiduciary Partners
Ohio
$63.2M +$568K +1,135 +1%
FBB
397
Fulton Breakefield Broenniman
Maryland
$63M +$3.73M +7,455 +7%
VCM
398
Vision Capital Management
Oregon
$62.7M -$1.64M -3,275 -3%
CA
399
Centerpoint Advisors
Massachusetts
$62.4M +$9.13M +18,253 +18%
SAM
400
Standpoint Asset Management
Arizona
$62.2M +$1.95M +3,900 +3%
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