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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CFGS
476
Concourse Financial Group Securities
Alabama
$13.3M -$12.6M -42,509 -49%
SSWM
477
Sheets Smith Wealth Management
North Carolina
$13.3M -$127K -427 -0.9%
GSWM
478
Golden State Wealth Management
California
$13.2M +$436K +1,468 +3%
MWM
479
Modera Wealth Management
New Jersey
$13.2M -$331K -1,115 -2%
MWM
480
Merriman Wealth Management
Washington
$13.2M -$996K -3,351 -7%
BWM
481
BT Wealth Management
Georgia
$13.1M +$578K +1,943 +5%
PWM
482
PRW Wealth Management
Massachusetts
$13.1M +$397K +1,335 +3%
RWMH
483
Riverpoint Wealth Management Holdings
Illinois
$13.1M -$424K -1,428 -3%
WWM
484
Willingdon Wealth Management
North Carolina
$13.1M -$373K -1,256 -3%
DCM
485
DeGreen Capital Management
Arizona
$13M +$3.86M +12,971 +42%
HPC
486
Hobart Private Capital
North Carolina
$13M -$235K -789 -2%
EWM
487
Evermay Wealth Management
Virginia
$12.9M +$236K +795 +2%
GCA
488
Gradient Capital Advisors
California
$12.9M +$530K +1,784 +4%
PA
489
PFG Advisors
Arizona
$12.9M +$754K +2,536 +6%
AB
490
Amalgamated Bank
New York
$12.8M +$116K +390 +0.9%
MCM
491
MV Capital Management
Maryland
$12.6M -$553K -1,859 -4%
LSERS
492
Louisiana State Employees Retirement System
Louisiana
$12.5M -$29.7K -100 -0.2%
LF
493
Lantz Financial
Illinois
$12.5M +$109K +367 +0.9%
MMA
494
Miracle Mile Advisors
California
$12.5M -$84.4K -284 -0.7%
HR
495
Hardy Reed
Mississippi
$12.4M -$846K -2,845 -6%
FFA
496
First Foundation Advisors
California
$12.4M +$195K +657 +2%
RIS
497
Retirement Income Solutions
Michigan
$12.3M +$584K +1,966 +5%
PMFA
498
Plante Moran Financial Advisors
Michigan
$12.3M -$105K -353 -0.8%
CWS
499
Cypress Wealth Services
California
$12.3M +$2.81M +9,451 +30%
MSWM
500
Mader & Shannon Wealth Management
Missouri
$12.3M +$12.2M +41,127 New
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