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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
526
PDS Planning
Ohio
$23.5M +$2.53M +5,719 +12%
SIA
527
Soltis Investment Advisors
Utah
$23.5M +$939K +2,118 +4%
CA
528
Clearstead Advisors
Ohio
$23.5M +$1.34M +3,017 +6%
DCM
529
Dimension Capital Management
Florida
$23.3M -$356K -803 -1%
PHAM
530
Palisades Hudson Asset Management
Florida
$23.2M -$2.15M -4,860 -8%
RPC
531
Rossmore Private Capital
Connecticut
$23M +$698K +1,575 +3%
GCA
532
Gradient Capital Advisors
California
$22.9M -$125K -283 -0.5%
IDA
533
Intelligence Driven Advisers
California
$22.8M +$2.12M +4,787 +10%
RHBC
534
R.H. Bluestein & Co
Michigan
$22.7M +$1.66M +3,743 +8%
FTS
535
Fifth Third Securities
Ohio
$22.7M +$23.3M +52,607 New
OBWG
536
Onyx Bridge Wealth Group
New York
$22.6M +$1.87M +4,224 +9%
CWS
537
Cypress Wealth Services
California
$22.6M -$2.41M -5,428 -9%
VIM
538
VCU Investment Management
Virginia
$22.6M – – –
PFM
539
Patton Fund Management
Texas
$22.6M +$22.6M +50,935 +3,307%
MC
540
Middleton & Co
Massachusetts
$22.5M -$85.1K -192 -0.4%
NFG
541
Next Financial Group
Texas
$22.5M +$3M +6,770 +15%
RWA
542
Ropes Wealth Advisors
Massachusetts
$22.4M -$381K -859 -2%
ATC
543
Argent Trust Co
Tennessee
$22.4M +$243K +548 +1%
RVPG
544
Relative Value Partners Group
$22.3M +$5.3M +11,956 +30%
WA
545
Wealth Alliance
New York
$22.3M +$1.31M +2,945 +6%
WAAG
546
Wealth Alliance Advisory Group
Kansas
$22.3M +$300K +677 +1%
KFA
547
Kelleher Financial Advisors
New York
$22.2M -$295K -665 -1%
LA
548
Latitude Advisors
Florida
$22.2M +$10.5M +23,697 +85%
UFA
549
US Financial Advisors
Massachusetts
$22.1M +$234K +527 +1%
ACP
550
Aveo Capital Partners
Colorado
$22M +$2.83M +6,377 +14%
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