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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
451
Corepath Wealth Partners
Arizona
$30.7M +$1.64M +3,983 +5%
SMC
452
Smith, Moore & Co
Missouri
$30.6M +$3.51M +8,532 +12%
SHGA
453
Sand Hill Global Advisors
California
$30.5M -$639K -1,554 -2%
LSERS
454
Louisiana State Employees Retirement System
Louisiana
$30.4M +$8.88M +21,600 +39%
SFA
455
Sequoia Financial Advisors
Ohio
$30.4M -$5.03M -12,224 -13%
SG
456
StoneX Group
New York
$30.3M -$9.68M -23,535 -23%
EWM
457
Evercore Wealth Management
New York
$30.3M -$107K -259 -0.3%
FA
458
Flagstar Advisors
New York
$30.2M -$2.43M -5,908 -7%
WFPG
459
Waller Financial Planning Group
Ohio
$30M -$13.5M -32,880 -29%
IF
460
Ironwood Financial
Arizona
$29.9M +$734K +1,784 +2%
CA
461
Centerpoint Advisors
Massachusetts
$29.8M +$3.29M +7,992 +11%
MWM
462
Mascoma Wealth Management
New Hampshire
$29.7M +$2.55M +6,198 +9%
SMG
463
Spectrum Management Group
Indiana
$29.6M -$9.15M -22,239 -22%
JWCA
464
J.W. Cole Advisors
Florida
$29.4M -$2.25M -5,464 -7%
PP
465
PDS Planning
Ohio
$29.4M +$3.96M +9,636 +14%
BFA
466
Bluestem Financial Advisors
Illinois
$29.3M +$1.1M +2,685 +4%
RA
467
Rational Advisors
New York
$29.2M -$16M -39,006 -34%
WCM
468
Windham Capital Management
Massachusetts
$29.1M +$12.8K +31 +0%
AA
469
Ancora Advisors
Ohio
$28.8M +$2.91M +7,072 +10%
BAG
470
Briggs Advisory Group
Rhode Island
$28.7M -$2.74M -6,665 -8%
CGA
471
Crescent Grove Advisors
Illinois
$28.7M +$343K +833 +1%
GPA
472
Guidance Point Advisors
Massachusetts
$28.7M +$1.33M +3,227 +4%
FWM
473
Fairhaven Wealth Management
Illinois
$28.6M +$677K +1,646 +2%
TA
474
Teramo Advisors
Florida
$28.4M +$30.9M +75,000 New
FHC
475
Fort Henry Capital
West Virginia
$28.3M +$648K +1,575 +2%
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19
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