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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
JF
476
Jump Financial
Illinois
$36.2M +$3.91M +8,489 +13%
BFA
477
Bluestem Financial Advisors
Illinois
$36.1M -$567K -1,231 -2%
CWM
478
Curi Wealth Management
North Carolina
$35.9M +$6.34M +13,768 +22%
SG
479
StoneX Group
New York
$35.7M +$5.07M +10,996 +17%
BA
480
Bristlecone Advisors
Washington
$35.6M +$708K +1,537 +2%
CFA
481
Carroll Financial Associates
North Carolina
$35.4M +$354K +768 +1%
GSWM
482
Golden State Wealth Management
California
$35.4M +$1.97M +4,273 +6%
SBL
483
Sargent Bickham Lagudis
Colorado
$35.2M +$8.02M +17,408 +31%
APSP
484
Asset Planning Services (Pennsylvania)
Pennsylvania
$34.9M -$3.03M -6,579 -8%
B
485
Bailard
California
$34.9M +$553K +1,199 +2%
PSUF
486
People's United Financial
Connecticut
$34.9M -$11.3M -24,581 -25%
CGA
487
Crescent Grove Advisors
Illinois
$34.9M +$3.19M +6,926 +10%
CCT
488
Country Club Trust
Missouri
$34.8M +$1.5M +3,247 +5%
FHC
489
Fort Henry Capital
West Virginia
$34.8M -$954K -2,070 -3%
IF
490
Ironwood Financial
Arizona
$34.7M +$1.99M +4,311 +6%
PI
491
Parkside Investments
Illinois
$34.6M +$2.03M +4,398 +6%
VCM
492
Verger Capital Management
North Carolina
$34.5M -$584K -1,267 -2%
MSA
493
Marino Stram & Associates
Massachusetts
$34.3M +$258K +560 +0.8%
AWM
494
AAF Wealth Management
Massachusetts
$34.2M -$1.1M -2,379 -3%
SHIM
495
Stone House Investment Management
Pennsylvania
$34M +$3.18M +6,908 +11%
NFG
496
Next Financial Group
Texas
$34M +$8.78M +19,047 +37%
TCM
497
Towercrest Capital Management
Pennsylvania
$33.9M +$444K +963 +1%
GPA
498
Guidance Point Advisors
Massachusetts
$33.9M +$35K +76 +0.1%
BWA
499
BDO Wealth Advisors
Florida
$33.8M +$65K +141 +0.2%
FWM
500
Fairhaven Wealth Management
Illinois
$33.7M +$2.28M +4,943 +8%
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