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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
UWPG
451
Ullmann Wealth Partners Group
Florida
$29.8M +$5.08M +12,727 +18%
SAS
452
Sanford Advisory Services
Michigan
$29.8M -$8.55M -21,412 -21%
FNBOH
453
First National Bank of Hutchinson
Kansas
$29.7M -$1.41M -3,540 -4%
GL
454
Graypoint LLC
New York
$29.7M +$5.44M +13,635 +20%
EWM
455
Evercore Wealth Management
New York
$29.7M +$1.23M +3,077 +4%
LCOV
456
London Company of Virginia
Virginia
$29.7M -$25.4M -63,696 -43%
BIM
457
Bridges Investment Management
Nebraska
$29.7M +$6.36M +15,930 +24%
IF
458
Ironwood Financial
Arizona
$29.6M +$1.49M +3,727 +5%
CA
459
Centerpoint Advisors
Massachusetts
$29.6M +$1.62M +4,064 +5%
FFA
460
First Foundation Advisors
California
$29.5M -$2.47M -6,187 -7%
CFC
461
Coyle Financial Counsel
Illinois
$29.3M -$244K -610 -0.7%
SXL
462
Summit X LLC
Missouri
$29.1M +$12.2M +30,539 +60%
AA
463
Ancora Advisors
Ohio
$28.9M +$1.83M +4,579 +6%
BWM
464
BCGM Wealth Management
Indiana
$28.9M -$1.7M -4,252 -5%
BFA
465
Bluestem Financial Advisors
Illinois
$28.8M +$1.28M +3,199 +4%
WFPG
466
Waller Financial Planning Group
Ohio
$28.7M +$384K +961 +1%
TCM
467
Towercrest Capital Management
Pennsylvania
$28.6M +$3.4M +8,519 +12%
FA
468
Flagstar Advisors
New York
$28.5M -$79.5K -199 -0.3%
KFS
469
Kelly Financial Services
Massachusetts
$28.4M +$2.4M +6,011 +8%
FFM
470
Fullerton Fund Management
Singapore
$28.2M +$9.98M +24,985 +47%
WAAG
471
Wealth Alliance Advisory Group
Kansas
$28.2M +$3.34M +8,361 +12%
CGA
472
Crescent Grove Advisors
Illinois
$28M +$985K +2,468 +3%
CI
473
Clal Insurance
Israel
$28M +$6.85M +17,147 +28%
CT
474
Cambridge Trust
Massachusetts
$27.9M +$1.34M +3,351 +5%
CST
475
Charles Schwab Trust
Nevada
$27.9M -$1.81M -4,535 -6%
17 18
19
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