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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
451
HighMark Wealth Management
Minnesota
$68.4M +$388K +675 +0.6%
CCB
452
Country Club Bank
Missouri
$68.2M +$1.07M +1,871 +2%
PP
453
Passaic Partners
New Jersey
$67.8M +$38.3M +66,708 +157%
MWA
454
Meridian Wealth Advisors
Texas
$67.6M -$1.67M -2,913 -3%
SMC
455
Smith, Moore & Co
Missouri
$67M -$386K -672 -0.6%
AWA
456
Arkadios Wealth Advisors
Georgia
$67M +$7M +12,190 +13%
FFN
457
Focus Financial Network
Minnesota
$66.8M -$47.2M -82,147 -43%
HIG
458
Heritage Investment Group
Florida
$66.5M -$3.87M -6,740 -6%
HA
459
Harfst & Associates
Wyoming
$66.2M -$946K -1,647 -2%
AC
460
Asio Capital
Kentucky
$65.5M +$12.3M +21,473 +26%
BHWM
461
Bar Harbor Wealth Management
New Hampshire
$65.3M -$887K -1,544 -1%
TA
462
Teramo Advisors
Florida
$65.2M +$58.3M +101,500 +2,900%
BOC
463
Bull Oak Capital
California
$65M +$4.72M +8,217 +9%
WS
464
Wela Strategies
Georgia
$64.8M +$1.44M +2,506 +2%
CWA
465
Consilio Wealth Advisors
Washington
$64.4M +$201K +350 +0.3%
SW
466
Simplicity Wealth
New Jersey
$64.3M +$11.7M +20,460 +25%
CGA
467
Crescent Grove Advisors
Illinois
$64.1M -$436K -760 -0.7%
2P
468
26North Partners
New York
$64M +$111K +193 +0.2%
KWM
469
KMT Wealth Management
California
$63.7M +$4.22M +7,357 +8%
MMA
470
Miracle Mile Advisors
California
$63.6M -$1.22M -2,132 -2%
CI
471
Conning Inc
Connecticut
$63.2M – – –
CFIA
472
Cantor Fitzgerald Investment Advisors
New York
$63M +$351K +611 +0.6%
IWM
473
IHT Wealth Management
Illinois
$62.6M +$21.5M +37,412 +59%
BWA
474
Beam Wealth Advisors
Louisiana
$62.2M +$920K +1,602 +2%
CFC
475
Coyle Financial Counsel
Illinois
$62.1M +$3.54M +6,169 +7%
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