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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
WDL
401
Well Done LLC
Michigan
$46.2M -$507K -1,203 -1%
DSA
402
Droms Strauss Advisors
Missouri
$46.1M +$89.3K +212 +0.2%
SXL
403
Summit X LLC
Missouri
$46M +$484K +1,149 +1%
FPGK
404
Financial Partners Group (Kansas)
Kansas
$45.9M -$602K -1,428 -1%
OFG
405
Oxford Financial Group
Indiana
$45.8M +$45.1K +107 +0.1%
KFSC
406
Keystone Financial Services (Colorado)
Colorado
$45.7M +$9.27K +22 +0%
CPW
407
Crestmont Private Wealth
Texas
$45.4M +$2.37M +5,614 +6%
MG
408
Mather Group
Illinois
$45.3M +$2.18M +5,177 +5%
LPAM
409
Lodestar Private Asset Management
California
$45M +$31.2K +74 +0.1%
LNC
410
Lincoln National Corp
Pennsylvania
$45M +$3.35M +7,953 +9%
TCM
411
Towercrest Capital Management
Pennsylvania
$44.9M +$6.7M +15,902 +19%
MSA
412
McAlister Sweet & Associates
Texas
$44.8M +$11.2M +26,551 +36%
PP
413
PDS Planning
Ohio
$44.6M +$2.42M +5,745 +6%
NEAM
414
New England Asset Management
Connecticut
$44.6M +$424K +1,005 +1%
OAP
415
One Advisory Partners
Kansas
$44.4M +$1.4M +3,326 +3%
ST
416
Smithfield Trust
Pennsylvania
$44.4M -$2.5M -5,921 -6%
CT
417
Cambridge Trust
Massachusetts
$44.2M +$1.84M +4,376 +5%
JF
418
JSF Financial
California
$44.2M +$4.03M +9,563 +11%
CWP
419
Corepath Wealth Partners
Arizona
$44.1M +$2.55M +6,041 +7%
FA
420
Fiducient Advisors
Illinois
$44M +$51.8K +123 +0.1%
P3I
421
Progeny 3 Inc
Washington
$43.8M – – –
BHWM
422
Bar Harbor Wealth Management
New Hampshire
$43.7M -$1.54M -3,644 -4%
CG
423
Colony Group
Massachusetts
$43.5M +$64.1K +152 +0.2%
AWM
424
Apollon Wealth Management
South Carolina
$43.4M +$1.57M +3,733 +4%
AWM
425
Avior Wealth Management
Nebraska
$43.3M +$982K +2,330 +2%
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