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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
501
Trilogy Capital
California
$26.1M +$14.6M +35,379 +106%
EWA
502
EP Wealth Advisors
California
$25.9M +$210K +511 +0.8%
GWM
503
GoalFusion Wealth Management
Texas
$25.9M +$1.73M +4,202 +7%
FFN
504
Focus Financial Network
Minnesota
$25.8M +$513K +1,247 +2%
WWM
505
Western Wealth Management
Colorado
$25.8M -$438K -1,066 -2%
BFA
506
Beaumont Financial Advisors
Massachusetts
$25.7M +$7.55M +18,363 +37%
CA
507
Cornerstone Advisory
Maryland
$25.5M -$11M -26,685 -28%
KFP
508
KB Financial Partners
New Jersey
$25.5M -$365K -888 -1%
IA
509
IFP Advisors
Florida
$25.5M – – –
HI
510
Hudock Inc
Pennsylvania
$25.4M +$269K +655 +1%
BIM
511
Bridges Investment Management
Nebraska
$25.4M +$1.4M +3,400 +5%
CWG
512
Cornerstone Wealth Group
North Carolina
$25.2M -$5.44M -13,216 -17%
WTB
513
Washington Trust Bank
Washington
$25.1M +$1.24M +3,008 +5%
RIM
514
Reynolds Investment Management
South Carolina
$25.1M -$2.47K -6 -0%
SAS
515
Sage Advisory Services
Texas
$25M +$248K +603 +0.9%
NPF
516
Norris Perne & French
Michigan
$25M -$1.1M -2,685 -4%
BIS
517
BG Investment Services
Guam
$24.9M +$642K +1,561 +2%
RFP
518
Roth Financial Partners
Texas
$24.8M +$958K +2,330 +4%
BS
519
Banco Santander
Spain
$24.6M +$93.4K +227 +0.4%
WFAG
520
Wescott Financial Advisory Group
Pennsylvania
$24.5M -$821K -1,996 -3%
SQA
521
Simon Quick Advisors
New Jersey
$24.4M +$23.4M +56,842 +3,014%
HWAM
522
Hennion & Walsh Asset Management
New Jersey
$24.3M +$3.7K +9 +0%
VFP
523
Verus Financial Partners
Virginia
$24.2M -$619K -1,506 -2%
WP
524
WealthShield Partners
North Carolina
$24.1M +$673K +1,635 +3%
RCM
525
Rain Capital Management
Oregon
$23.9M -$56.8K -138 -0.2%
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