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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
BFPW
526
BOK Financial Private Wealth
Colorado
$79M -$1.03M -1,419 -1%
OC
527
Oppenheimer & Co
New York
$78.8M +$895K +1,229 +1%
BWM
528
Brown Wealth Management
Illinois
$78.6M +$1.5M +2,055 +2%
PFPG
529
Pinnacle Financial Partners (Georgia)
Georgia
$78M +$26.9K +37 +0%
ATC
530
Argent Trust Co
Tennessee
$77.8M +$6.27M +8,616 +9%
IF
531
Ironwood Financial
Arizona
$77.3M -$2.42M -3,322 -3%
CFIA
532
Cantor Fitzgerald Investment Advisors
New York
$76.9M +$1.12M +1,541 +2%
RFP
533
Roth Financial Partners
Texas
$76.8M +$3.56M +4,887 +5%
SCA
534
Snowden Capital Advisors
New York
$76.6M +$5.08M +6,976 +7%
HH
535
HWG Holdings
Texas
$76.3M +$5.3M +7,273 +8%
SAM
536
Standpoint Asset Management
Arizona
$75.9M – – –
MYIA
537
Mount Yale Investment Advisors
Colorado
$75.6M +$8.65M +11,878 +13%
BHWM
538
Bar Harbor Wealth Management
New Hampshire
$75.4M +$745K +1,023 +1%
CWA
539
Consilio Wealth Advisors
Washington
$75.4M +$220K +302 +0.3%
TIM
540
Total Investment Management
Arizona
$75.3M +$2.74M +3,756 +4%
OBWG
541
Onyx Bridge Wealth Group
New York
$75.3M -$35.3M -48,499 -33%
LNB
542
Ledyard National Bank
$75.3M -$2.4M -3,294 -3%
LWA
543
Lineweaver Wealth Advisors
Ohio
$75.2M +$105K +144 +0.1%
MT
544
Midwest Trust
Kansas
$75.1M -$670K -920 -0.9%
BAM
545
Beaumont Asset Management
Texas
$74.2M +$4.18M +5,737 +6%
CGA
546
Crescent Grove Advisors
Illinois
$74.2M +$952K +1,308 +1%
MHC
547
May Hill Capital
Massachusetts
$74.2M +$5.98M +8,217 +9%
PGFG
548
Pine Grove Financial Group
Minnesota
$74.2M +$27.8M +38,237 +63%
CWA
549
CM Wealth Advisors
Ohio
$73.9M +$6.21M +8,528 +9%
VC
550
Vicus Capital
Pennsylvania
$73.8M -$2.31M -3,175 -3%
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