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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
476
Cambridge Trust
Massachusetts
$28.2M -$8.49M -20,635 -22%
BFA
477
BMS Financial Advisors
South Dakota
$28M +$6.53M +15,873 +37%
BA
478
Bristlecone Advisors
Washington
$28M +$415K +1,008 +1%
SA
479
Stewardship Advisors
Pennsylvania
$27.9M +$1.31M +3,180 +5%
KFS
480
Kelly Financial Services
Massachusetts
$27.8M +$1.9M +4,609 +7%
SWA
481
Stratos Wealth Advisors
Ohio
$27.7M +$4.63M +11,249 +18%
VCM
482
Verger Capital Management
North Carolina
$27.6M +$101K +246 +0.3%
WFA
483
Woodward Financial Advisors
North Carolina
$27.4M -$2.44M -5,936 -8%
BAM
484
Beaumont Asset Management
Texas
$27.2M +$1.84M +4,477 +7%
CCB
485
Country Club Bank
Missouri
$27.2M +$408K +991 +1%
TWC
486
TD Waterhouse Canada
Ontario, Canada
$27.2M +$2.31M +5,622 +9%
BA
487
Bellwether Advisors
Nebraska
$27.2M -$5.52M -13,411 -16%
BWA
488
BDO Wealth Advisors
Florida
$27.1M -$158K -385 -0.5%
TCM
489
Towercrest Capital Management
Pennsylvania
$27M +$396K +962 +1%
KTA
490
Keeley-Teton Advisors
Illinois
$26.9M +$608K +1,478 +2%
MSA
491
Marino Stram & Associates
Massachusetts
$26.9M -$49.8K -121 -0.2%
UWPG
492
Ullmann Wealth Partners Group
Florida
$26.7M +$1.35M +3,275 +5%
RDFA
493
Ritter Daniher Financial Advisory
Ohio
$26.7M +$427K +1,039 +1%
WAAG
494
Wealth Alliance Advisory Group
Kansas
$26.6M +$7.08M +17,219 +32%
T
495
TNF
Montana
$26.6M +$2.64M +6,410 +11%
PI
496
Parkside Investments
Illinois
$26.5M +$610K +1,482 +2%
CWS
497
Cypress Wealth Services
California
$26.5M -$21.4K -52 -0.1%
SIA
498
Sovereign Investment Advisors
Arizona
$26.3M -$19.4M -47,234 -40%
SC
499
Schoolcraft Capital
Colorado
$26.3M +$1.14M +2,768 +4%
GL
500
Graypoint LLC
New York
$26.3M -$639K -1,554 -2%
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20
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