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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
RA
501
RFG Advisory
Alabama
$33.4M +$336K +751 +1%
CFO
502
Custos Family Office
Texas
$33.3M -$267K -597 -0.8%
MYIA
503
Mount Yale Investment Advisors
Colorado
$33.3M +$4.37M +9,767 +14%
EWM
504
Evercore Wealth Management
New York
$33.3M +$1.11M +2,479 +3%
BHB
505
Bank Hapoalim BM
Israel
$33.2M – – –
BA
506
Bristlecone Advisors
Washington
$33.1M -$377K -843 -1%
GWM
507
GoalFusion Wealth Management
Texas
$33M +$87.2K +195 +0.3%
KFP
508
KB Financial Partners
New Jersey
$32.9M -$22.8K -51 -0.1%
RFP
509
Roth Financial Partners
Texas
$32.7M +$222K +497 +0.7%
EIA
510
Eldridge Investment Advisors
New Hampshire
$32.7M -$2.01M -4,500 -6%
CFC
511
Coyle Financial Counsel
Illinois
$32.6M -$38K -85 -0.1%
SC
512
Savant Capital
Illinois
$32.4M +$80.1K +179 +0.2%
KPWS
513
Kestra Private Wealth Services
Texas
$32.4M +$2.68M +5,997 +9%
FHC
514
Fort Henry Capital
West Virginia
$32.3M -$1M -2,239 -3%
B
515
Bailard
California
$32.2M -$2.27M -5,086 -6%
CGFA
516
Colton Groome Financial Advisors
North Carolina
$32.2M +$3.24M +7,251 +11%
BAG
517
Briggs Advisory Group
Rhode Island
$32.1M -$129K -288 -0.4%
TAM
518
TCP Asset Management
Ohio
$31.9M +$1.72M +3,852 +5%
MA
519
MCF Advisors
Kentucky
$31.9M -$971K -2,171 -3%
CWM
520
Cranbrook Wealth Management
Michigan
$31.9M -$1.62M -3,632 -5%
IWMA
521
Ironwood Wealth Management (Arizona)
Arizona
$31.9M -$8.82M -19,724 -21%
HPM
522
Hoxton Planning & Management
West Virginia
$31.8M -$1.4M -3,122 -4%
EW
523
Enzi Wealth
Texas
$31.7M -$1.48M -3,301 -4%
EWA
524
Exencial Wealth Advisors
Oklahoma
$31.2M +$1.84M +4,112 +6%
CWS
525
Cypress Wealth Services
California
$31.2M +$3.67M +8,203 +13%
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