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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
401
MBE Wealth Management
Wisconsin
$35.3M +$1.67M +4,179 +4%
GLA
402
Great Lakes Advisors
Illinois
$35.2M -$3.18M -7,975 -8%
LWM
403
Liberty Wealth Management
California
$35.2M +$2.14M +5,348 +6%
DE
404
Day & Ennis
Georgia
$35.1M +$810K +2,029 +2%
MIAN
405
Mariner Independent Advisor Network
Kansas
$35.1M +$6.75M +16,910 +21%
FWA
406
FOCUS Wealth Advisors
Texas
$34.9M -$817K -2,046 -2%
AFP
407
Advus Financial Partners
Florida
$34.9M +$2.13M +5,345 +6%
TA
408
Townsend & Associates
Colorado
$34.7M +$2.21M +5,527 +7%
GF
409
Gries Financial
Ohio
$34.5M +$397K +994 +1%
CPW
410
Crestmont Private Wealth
Texas
$34.5M +$1.94M +4,859 +5%
SL
411
SWMG LLC
Texas
$34.4M +$38.3M +95,999 New
HNB
412
Huntington National Bank
Ohio
$34.4M – – –
LNC
413
Lincoln National Corp
Pennsylvania
$34.3M -$695K -1,741 -2%
SMG
414
Spectrum Management Group
Indiana
$34.2M +$6.98M +17,478 +22%
SG
415
StoneX Group
New York
$34.2M +$6.13M +15,346 +19%
OAP
416
One Advisory Partners
Kansas
$34.1M +$2.63M +6,583 +7%
CG
417
Colony Group
Massachusetts
$33.9M +$1.15M +2,869 +3%
TGAM
418
TBH Global Asset Management
Tennessee
$33.5M +$2.24M +5,606 +6%
IWMA
419
Ironwood Wealth Management (Arizona)
Arizona
$33.4M – – –
SMC
420
Smith, Moore & Co
Missouri
$33.3M +$4.85M +12,135 +15%
KFP
421
KMG Fiduciary Partners
Ohio
$33.3M -$6.1M -15,270 -14%
TCM
422
TD Capital Management
Tennessee
$33M +$293K +733 +0.8%
MSA
423
McAlister Sweet & Associates
Texas
$33M +$21M +52,689 +134%
BFA
424
BMS Financial Advisors
South Dakota
$32.9M +$13.1M +32,880 +56%
HCMT
425
Highland Capital Management (Tennessee)
Tennessee
$32.5M -$462K -1,158 -1%
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