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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
FFN
501
Focus Financial Network
Minnesota
$28.1M +$1.5M +3,897 +6%
BWA
502
BDO Wealth Advisors
Florida
$28M -$692K -1,793 -2%
FWM
503
Fairhaven Wealth Management
Illinois
$27.9M +$185K +479 +0.7%
AAG
504
Armstrong Advisory Group
Massachusetts
$27.9M +$28M +72,571 New
TPCW
505
TD Private Client Wealth
New York
$27.7M +$16.8M +43,539 +152%
BFA
506
BMS Financial Advisors
South Dakota
$27.6M -$13.1M -33,855 -37%
RFP
507
Roth Financial Partners
Texas
$27.2M +$652K +1,689 +2%
ICMARC
508
International City Management Association Retirement Corp
District of Columbia
$27M +$27.1M +70,346 New
CFP
509
Catalyst Financial Partners
Massachusetts
$27M +$27.1M +70,153 New
SIA
510
Sovereign Investment Advisors
Arizona
$26.9M +$260K +675 +1%
CWS
511
Cypress Wealth Services
California
$26.8M -$497K -1,287 -2%
SIG
512
Stonegate Investment Group
Alabama
$26.8M +$11.7M +30,445 +78%
TA
513
Tectonic Advisors
Texas
$26.7M +$1.31M +3,400 +5%
EWA
514
Exencial Wealth Advisors
Oklahoma
$26.7M +$7.32M +18,970 +38%
HI
515
Hudock Inc
Pennsylvania
$26.7M +$44.4K +115 +0.2%
AAMA
516
Advanced Asset Management Advisors
Ohio
$26.6M +$4.63K +12 +0%
TF
517
Trek Financial
Arizona
$26.5M +$2.15M +5,559 +9%
HSA
518
HBK Sorce Advisory
Pennsylvania
$26.3M +$17.8M +46,102 +205%
PI
519
Parkside Investments
Illinois
$26.3M +$2.45M +6,352 +10%
AWM
520
AAF Wealth Management
Massachusetts
$26.2M -$743K -1,925 -3%
EWA
521
EP Wealth Advisors
California
$26.2M -$1.11M -2,870 -4%
TWC
522
TD Waterhouse Canada
Ontario, Canada
$26.1M -$1.7M -4,409 -6%
1WM
523
1900 Wealth Management
Texas
$26.1M +$4.87M +12,625 +23%
BA
524
Bluesphere Advisors
Pennsylvania
$26M +$981K +2,541 +4%
FCBT
525
First Citizens Bank & Trust
North Carolina
$26M +$44.4K +115 +0.2%
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