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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
FWA
426
FOCUS Wealth Advisors
Texas
$36.6M -$789K -2,044 -2%
OAP
427
One Advisory Partners
Kansas
$36.2M -$289K -749 -0.8%
MWA
428
Meridian Wealth Advisors
Texas
$36.2M +$3.1M +8,030 +9%
HCA
429
Heck Capital Advisors
Wisconsin
$36.2M +$1.68M +4,351 +5%
MWM
430
Mascoma Wealth Management
New Hampshire
$36M +$3.7M +9,598 +11%
SFA
431
Sequoia Financial Advisors
Ohio
$35.8M +$9.32M +24,160 +35%
TCM
432
TD Capital Management
Tennessee
$35.5M +$183K +473 +0.5%
I
433
INVST
Indiana
$35.3M -$19.7M -51,034 -37%
SMC
434
Smith, Moore & Co
Missouri
$35.2M -$546K -1,414 -2%
SCA
435
Snowden Capital Advisors
New York
$35M +$296K +766 +0.8%
HCMT
436
Highland Capital Management (Tennessee)
Tennessee
$35M +$115K +299 +0.3%
SPIA
437
Strategic Point Investment Advisors
Rhode Island
$34.8M +$812K +2,104 +2%
EIA
438
Eldridge Investment Advisors
New Hampshire
$34.7M -$4.46M -11,563 -11%
AWM
439
Avior Wealth Management
Nebraska
$34.7M +$808K +2,095 +2%
SAM
440
Standpoint Asset Management
Arizona
$34.6M +$34.7M +90,000 New
CWP
441
Corepath Wealth Partners
Arizona
$34.5M +$1.64M +4,258 +5%
KA
442
Kooman & Associates
Pennsylvania
$34.3M +$34.5M +89,270 New
FBB
443
Fulton Breakefield Broenniman
Maryland
$34.1M +$874K +2,264 +3%
PP
444
PDS Planning
Ohio
$33.8M +$758K +1,965 +2%
UWPG
445
Ullmann Wealth Partners Group
Florida
$33.7M +$1.72M +4,454 +5%
LNC
446
Lincoln National Corp
Pennsylvania
$33.6M -$3.16M -8,178 -9%
SAM
447
Secure Asset Management
Michigan
$33.6M +$526K +1,362 +2%
IWMA
448
Ironwood Wealth Management (Arizona)
Arizona
$33.5M -$332K -860 -1%
CA
449
Centerpoint Advisors
Massachusetts
$33.4M +$1.66M +4,303 +5%
LBC
450
Lowe Brockenbrough & Co
Virginia
$33.1M -$1.23M -3,177 -4%
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