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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
501
Arkadios Wealth Advisors
Georgia
$53.7M +$20.4M +34,591 +57%
PSCM
502
Per Stirling Capital Management
Texas
$53.6M -$1.06M -1,798 -2%
SIM
503
SSI Investment Management
California
$53.5M -$39.1M -66,253 -41%
PI
504
Parkside Investments
Illinois
$53.5M -$3.15M -5,341 -5%
KWM
505
KMT Wealth Management
California
$53.5M -$226K -382 -0.4%
WBG
506
Wharton Business Group
Pennsylvania
$53.2M -$143K -242 -0.3%
DE
507
Diversified Enterprises
Delaware
$53.1M +$2.66M +4,504 +5%
RFP
508
Roth Financial Partners
Texas
$52.8M +$1.47M +2,489 +3%
CFC
509
Coyle Financial Counsel
Illinois
$52.7M +$4.73M +8,010 +9%
BFA
510
Beaumont Financial Advisors
Massachusetts
$52.5M +$231K +391 +0.4%
BA
511
Bristlecone Advisors
Washington
$52.4M +$2.07M +3,502 +4%
FYW
512
Future You Wealth
New York
$52.3M +$5.93M +10,039 +12%
PIM
513
Parker Investment Management
California
$52.1M -$12.9M -21,837 -19%
KPWS
514
Kestra Private Wealth Services
Texas
$52.1M +$1.11M +1,877 +2%
CI
515
CX Institutional
Indiana
$52.1M -$224K -379 -0.4%
FCI
516
Financial Counselors Inc
Kansas
$51.9M +$814K +1,379 +2%
ATPW
517
Ashton Thomas Private Wealth
Arizona
$51.8M -$1.86M -3,158 -3%
HCMT
518
Highland Capital Management (Tennessee)
Tennessee
$51.7M -$464K -786 -0.8%
OFG
519
Oxford Financial Group
Indiana
$51.5M -$1.1M -1,864 -2%
BOS
520
Bank of Stockton
California
$51.4M -$743K -1,259 -1%
IA
521
IFS Advisors
Kansas
$50.5M -$125K -212 -0.2%
SFA
522
Sequoia Financial Advisors
Ohio
$50M +$2.05M +3,468 +4%
WA
523
Wealth Alliance
New York
$49.8M -$4.67M -7,902 -8%
SWM
524
SigFig Wealth Management
California
$49.8M +$19.5M +33,052 +59%
CCG
525
Cypress Capital Group
Florida
$49.6M -$2.42M -4,098 -4%
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