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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
476
Fiducient Advisors
Illinois
$61.7M +$1.27M +2,207 +2%
CPW
477
Crestmont Private Wealth
Texas
$61.6M -$1.08M -1,888 -2%
UW
478
Unique Wealth
Florida
$61.2M -$6.55M -11,406 -10%
GSWM
479
Golden State Wealth Management
California
$61.2M +$6.74M +11,734 +14%
SPIA
480
Strategic Point Investment Advisors
Rhode Island
$61.1M +$529K +922 +0.9%
KFP
481
KMG Fiduciary Partners
Ohio
$61.1M +$60.3K +105 +0.1%
BWFA
482
Baltimore-Washington Financial Advisors
Maryland
$60.5M +$10.5M +18,301 +23%
BFA
483
Beaumont Financial Advisors
Massachusetts
$60.3M +$2.17M +3,771 +4%
BWM
484
Buska Wealth Management
Wisconsin
$60.3M +$672K +1,170 +1%
KPWG
485
KFA Private Wealth Group
Virginia
$60.2M -$458K -798 -0.8%
LWA
486
Lineweaver Wealth Advisors
Ohio
$60M -$9.27M -16,137 -14%
BA
487
Bristlecone Advisors
Washington
$60M +$1.93M +3,361 +4%
PSCM
488
Per Stirling Capital Management
Texas
$59.7M +$477K +831 +0.9%
TCM
489
Twele Capital Management
Minnesota
$59.6M -$998K -1,738 -2%
BOS
490
Bank of Stockton
California
$59.3M +$2.3M +4,005 +4%
PFS
491
Prospera Financial Services
Texas
$58.5M +$15M +26,067 +38%
PI
492
Parkside Investments
Illinois
$58.1M -$967K -1,684 -2%
BWS
493
Buck Wealth Strategies
Colorado
$57.9M +$6.94M +12,087 +15%
RFP
494
Roth Financial Partners
Texas
$57.7M -$595K -1,036 -1%
VWA
495
Visionary Wealth Advisors
Illinois
$57.7M +$2.76M +4,799 +5%
FYW
496
Future You Wealth
New York
$57.6M -$140K -243 -0.3%
HCMT
497
Highland Capital Management (Tennessee)
Tennessee
$57.4M +$257K +447 +0.5%
FMN
498
Financial Management Network
California
$57.3M +$2.47M +4,304 +5%
PIM
499
Parker Investment Management
California
$57.3M -$326K -568 -0.6%
SIM
500
SSI Investment Management
California
$57M -$1.96M -3,418 -4%
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