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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
AAMA
501
Advanced Asset Management Advisors
Ohio
$26.3M +$15.6K +38 +0.1%
AWM
502
AAF Wealth Management
Massachusetts
$26.2M -$315K -767 -1%
TC
503
Trilogy Capital
California
$26.1M +$14.6M +35,379 +106%
EWA
504
EP Wealth Advisors
California
$25.9M +$210K +511 +0.8%
GWM
505
GoalFusion Wealth Management
Texas
$25.9M +$1.73M +4,202 +7%
FFN
506
Focus Financial Network
Minnesota
$25.8M +$513K +1,247 +2%
WWM
507
Western Wealth Management
Colorado
$25.8M -$438K -1,066 -2%
BFA
508
Beaumont Financial Advisors
Massachusetts
$25.7M +$7.55M +18,363 +37%
CA
509
Cornerstone Advisory
Maryland
$25.5M -$11M -26,685 -28%
KFP
510
KB Financial Partners
New Jersey
$25.5M -$365K -888 -1%
IA
511
IFP Advisors
Florida
$25.5M – – –
HI
512
Hudock Inc
Pennsylvania
$25.4M +$269K +655 +1%
BIM
513
Bridges Investment Management
Nebraska
$25.4M +$1.4M +3,400 +5%
CWG
514
Cornerstone Wealth Group
North Carolina
$25.2M -$5.44M -13,216 -17%
WTB
515
Washington Trust Bank
Washington
$25.1M +$1.24M +3,008 +5%
RIM
516
Reynolds Investment Management
South Carolina
$25.1M -$2.47K -6 -0%
SAS
517
Sage Advisory Services
Texas
$25M +$248K +603 +0.9%
NPF
518
Norris Perne & French
Michigan
$25M -$1.1M -2,685 -4%
BIS
519
BG Investment Services
Guam
$24.9M +$642K +1,561 +2%
RFP
520
Roth Financial Partners
Texas
$24.8M +$958K +2,330 +4%
BS
521
Banco Santander
Spain
$24.6M +$93.4K +227 +0.4%
WFAG
522
Wescott Financial Advisory Group
Pennsylvania
$24.5M -$821K -1,996 -3%
SQA
523
Simon Quick Advisors
New Jersey
$24.4M +$23.4M +56,842 +3,014%
HWAM
524
Hennion & Walsh Asset Management
New Jersey
$24.3M +$3.7K +9 +0%
VFP
525
Verus Financial Partners
Virginia
$24.2M -$619K -1,506 -2%
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