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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
SSWM
401
Sheets Smith Wealth Management
North Carolina
$11.7M +$625K +2,296 +6%
AAS
402
Annex Advisory Services
Wisconsin
$11.6M -$290K -1,065 -2%
EWM
403
Evermay Wealth Management
Virginia
$11.6M +$57.1K +210 +0.5%
HSA
404
HBK Sorce Advisory
Pennsylvania
$11.6M +$135K +498 +1%
RIA
405
Regal Investment Advisors
Michigan
$11.5M -$3.79M -13,922 -25%
FA
406
Forefront Analytics
Pennsylvania
$11.4M +$2.86M +10,515 +34%
GG
407
GenWealth Group
New Jersey
$11.2M +$10.8M +39,564 +2,418%
GCA
408
Gradient Capital Advisors
California
$11.2M +$233K +858 +2%
SWP
409
Stratos Wealth Partners
Ohio
$11.2M -$3.62M -13,292 -25%
SXL
410
Summit X LLC
Missouri
$11.1M +$1.29M +4,725 +13%
LA
411
LVW Advisors
New York
$11.1M -$187K -689 -2%
SCA
412
Stonebridge Capital Advisors
Minnesota
$11.1M +$433K +1,592 +4%
TC
413
Trilogy Capital
California
$11M +$580K +2,133 +6%
ST
414
Smithfield Trust
Pennsylvania
$11M +$552K +2,029 +5%
AA
415
Ancora Advisors
Ohio
$11M -$82.2K -302 -0.7%
SAM
416
Silvercrest Asset Management
New York
$11M -$94.7K -348 -0.9%
CWM
417
Cranbrook Wealth Management
Michigan
$10.9M +$1.29M +4,749 +13%
AIM
418
Acropolis Investment Management
Missouri
$10.9M -$54.4K -200 -0.5%
CWSR
419
Chessman Wealth Strategies RIA
Texas
$10.9M -$421K -1,547 -4%
MMA
420
Miracle Mile Advisors
California
$10.8M -$76.2K -280 -0.7%
CC
421
Chanos & Company
New York
$10.6M -$5.52M -20,287 -34%
LA
422
Lynch & Associates
Indiana
$10.6M +$316K +1,160 +3%
MYIA
423
Mount Yale Investment Advisors
Colorado
$10.5M +$135K +497 +1%
MA
424
MCF Advisors
Kentucky
$10.4M +$479K +1,762 +5%
PI
425
PFS Investments
Georgia
$10.3M +$2.79M +10,254 +39%
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