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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
451
MCF Advisors
Kentucky
$20.7M -$413K -1,240 -2%
BFA
452
Beaumont Financial Advisors
Massachusetts
$20.5M +$1.58M +4,753 +8%
CIA
453
Capital Investment Advisors
Georgia
$20.3M +$666 +2 +0%
GPA
454
Guidance Point Advisors
Massachusetts
$20.3M -$634K -1,904 -3%
RSWM
455
Robertson Stephens Wealth Management
California
$20.3M +$2.9M +8,718 +17%
CA
456
Centerpoint Advisors
Massachusetts
$20.2M +$5.78M +17,371 +41%
PHAM
457
Palisades Hudson Asset Management
Florida
$20.1M -$1.36M -4,094 -6%
SWMG
458
Strategic Wealth Management Group
Maryland
$20.1M +$11.9M +35,813 +150%
SIAM
459
Sterling Investment Advisors (Missouri)
Missouri
$20.1M -$3.27M -9,832 -14%
FBB
460
Fulton Breakefield Broenniman
Maryland
$20M -$285K -857 -1%
AA
461
Ancora Advisors
Ohio
$20M +$1.89M +5,673 +11%
VIM
462
VCU Investment Management
Virginia
$20M -$2.13M -6,405 -10%
DCM
463
Dimension Capital Management
Florida
$19.9M -$1.07M -3,229 -5%
TA
464
Tiedemann Advisors
New York
$19.8M -$1.05M -3,168 -5%
JWCA
465
J.W. Cole Advisors
Florida
$19.6M -$6.05M -18,176 -24%
CC
466
Cadinha & Co
Hawaii
$19.5M -$133K -401 -0.7%
SMC
467
Smith, Moore & Co
Missouri
$19.4M -$51.9K -156 -0.3%
MWA
468
Meridian Wealth Advisors
Texas
$19.4M +$576K +1,732 +3%
W
469
WealthStone
Ohio
$19.4M -$1.99M -5,985 -9%
FWM
470
Fairhaven Wealth Management
Illinois
$19.4M +$573K +1,723 +3%
MWC
471
MKD Wealth Coaches
Michigan
$19.3M +$8.74M +26,258 +85%
HPC
472
Hobart Private Capital
North Carolina
$19.1M +$3.55M +10,672 +23%
MSWMA
473
Market Street Wealth Management Advisors
Indiana
$19.1M -$41.6K -125 -0.2%
PAG
474
Pinnacle Advisory Group
Maryland
$19.1M -$994K -2,988 -5%
WAAG
475
Wealth Alliance Advisory Group
Kansas
$19.1M -$225K -677 -1%
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19
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