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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
PSCM
401
Per Stirling Capital Management
Texas
$42M -$11.2M -27,859 -21%
SXL
402
Summit X LLC
Missouri
$42M +$20.7M +51,514 +102%
BHWM
403
Bar Harbor Wealth Management
New Hampshire
$41.8M -$566K -1,413 -1%
LPAM
404
Lodestar Private Asset Management
California
$41.5M +$1.66M +4,150 +4%
GL
405
Graypoint LLC
New York
$41.4M +$8.75M +21,817 +28%
NEAM
406
New England Asset Management
Connecticut
$40.7M -$7.68M -19,155 -16%
CPSAC
407
Chas P. Smith & Associates (CPS)
Florida
$40.5M -$233K -582 -0.6%
FA
408
Fiducient Advisors
Illinois
$40.5M -$2.56M -6,385 -6%
P3I
409
Progeny 3 Inc
Washington
$40.4M – – –
CG
410
Colony Group
Massachusetts
$40.1M -$1.58M -3,952 -4%
MG
411
Mather Group
Illinois
$39.6M -$558K -1,392 -1%
OAP
412
One Advisory Partners
Kansas
$39.6M +$825K +2,059 +2%
CPW
413
Crestmont Private Wealth
Texas
$39.6M -$192K -479 -0.5%
FWA
414
FOCUS Wealth Advisors
Texas
$39.5M +$386K +963 +1%
HWAM
415
Hennion & Walsh Asset Management
New Jersey
$39.3M -$11.4M -28,467 -23%
VWA
416
Visionary Wealth Advisors
Illinois
$39.2M -$4.73M -11,788 -11%
BG
417
Benedetti & Gucer
Georgia
$39.1M -$1.48M -3,690 -4%
LBC
418
Lowe Brockenbrough & Co
Virginia
$39M +$3.52M +8,790 +10%
CT
419
Cambridge Trust
Massachusetts
$39M -$1.85M -4,620 -5%
AWM
420
Avior Wealth Management
Nebraska
$39M +$1.78M +4,437 +5%
SAM
421
Standpoint Asset Management
Arizona
$38.9M +$1.84M +4,600 +5%
PP
422
PDS Planning
Ohio
$38.8M +$2.51M +6,267 +7%
DGAM
423
Desjardins Global Asset Management
Quebec, Canada
$38.6M +$37.6M +93,795 New
MWA
424
Meridian Wealth Advisors
Texas
$38.5M -$176K -438 -0.5%
AWM
425
Apollon Wealth Management
South Carolina
$38.5M -$33.3M -83,086 -47%
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