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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
501
Western Wealth Management
Colorado
$31.3M +$14.5M +32,315 +88%
KFS
502
Kelly Financial Services
Massachusetts
$31.2M +$13.2M +29,443 +75%
NPF
503
Norris Perne & French
Michigan
$31.1M +$4.18M +9,344 +16%
PI
504
Parkside Investments
Illinois
$31.1M -$1.78M -3,977 -5%
KFP
505
KB Financial Partners
New Jersey
$31M +$2.74M +6,131 +10%
BWM
506
BCGM Wealth Management
Indiana
$30.9M +$7.03M +15,726 +27%
KWP
507
Keystone Wealth Partners
Arizona
$30.8M +$2.35M +5,262 +8%
MWA
508
Meridian Wealth Advisors
Texas
$30.8M +$867K +1,939 +3%
EWA
509
EP Wealth Advisors
California
$30.8M +$488K +1,092 +2%
PP
510
PDS Planning
Ohio
$30.8M +$2.85M +6,369 +10%
BAM
511
Beaumont Asset Management
Texas
$30.6M +$256K +573 +0.9%
UWPG
512
Ullmann Wealth Partners Group
Florida
$30.5M +$13.4M +30,015 +81%
FFN
513
Focus Financial Network
Minnesota
$30.4M +$16.9M +37,691 +129%
SC
514
Schoolcraft Capital
Colorado
$30.2M +$1.92M +4,289 +7%
WFAG
515
Wescott Financial Advisory Group
Pennsylvania
$30.2M +$28.9M +64,709 +3,635%
HI
516
Hudock Inc
Pennsylvania
$30.1M +$1.3M +2,902 +5%
RIM
517
Reynolds Investment Management
South Carolina
$30M +$29.6M +66,186 New
FIA
518
Foundations Investment Advisors
Arizona
$30M +$12.9M +28,950 +74%
FHA
519
First Horizon Advisors
Tennessee
$30M -$41.3M -92,452 -58%
TWC
520
TD Waterhouse Canada
Ontario, Canada
$29.7M -$715K -1,599 -2%
SAS
521
Sage Advisory Services
Texas
$29.7M -$8.59M -19,211 -23%
PA
522
Parallel Advisors
California
$29.4M -$122K -273 -0.4%
BS
523
Banco Santander
Spain
$29.3M -$6.54M -14,619 -18%
HWAM
524
Hennion & Walsh Asset Management
New Jersey
$29.1M +$2.04M +4,558 +8%
GWM
525
GoalFusion Wealth Management
Texas
$29.1M +$73.3K +164 +0.3%
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