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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
476
Parallel Advisors
California
$23.1M -$5.32M -14,952 -20%
FHC
477
First Horizon Corporation
Tennessee
$23M -$971K -2,727 -4%
MWA
478
Meridian Wealth Advisors
Texas
$23M +$1.26M +3,552 +6%
SIAM
479
Sterling Investment Advisors (Missouri)
Missouri
$22.7M +$298K +838 +1%
EPM
480
Elm Partners Management
Pennsylvania
$22.7M -$1.23M -3,467 -5%
HT
481
Hefren-Tillotson
Pennsylvania
$22.6M +$4.07M +11,438 +23%
FWM
482
Fairhaven Wealth Management
Illinois
$22.6M +$945K +2,655 +5%
SA
483
Stewardship Advisors
Pennsylvania
$22.5M +$17M +47,778 +391%
PHAM
484
Palisades Hudson Asset Management
Florida
$22.5M +$42K +118 +0.2%
GW
485
GW & Wade
Massachusetts
$22.4M +$6.27M +17,627 +42%
OWM
486
Orgel Wealth Management
Wisconsin
$22.3M +$2.22M +6,233 +12%
VIM
487
VCU Investment Management
Virginia
$22.3M – – –
W
488
WealthStone
Ohio
$22.1M +$465K +1,305 +2%
CIA
489
Capital Investment Advisors
Georgia
$21.8M -$817K -2,295 -4%
RJT
490
Raymond James Trust
Florida
$21.8M +$4.25M +11,942 +26%
FFN
491
Focus Financial Network
Minnesota
$21.8M +$1.58M +4,429 +8%
MSWMA
492
Market Street Wealth Management Advisors
Indiana
$21.8M +$408K +1,145 +2%
LWA
493
Lineweaver Wealth Advisors
Ohio
$21.7M +$547K +1,538 +3%
TA
494
Tiedemann Advisors
New York
$21.6M -$420K -1,179 -2%
I
495
INVST
Indiana
$21.5M -$11.8M -33,266 -37%
RFO
496
RiverGlades Family Offices
Florida
$21.4M +$524K +1,472 +3%
SMC
497
Smith, Moore & Co
Missouri
$21.4M -$319K -895 -2%
CC
498
Cadinha & Co
Hawaii
$21.4M -$446K -1,252 -2%
IF
499
Ironwood Financial
Arizona
$21.3M +$4.47M +12,555 +28%
PAG
500
Pinnacle Advisory Group
Maryland
$21.2M -$110K -309 -0.5%
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