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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
526
Soltis Investment Advisors
Utah
$23.5M +$939K +2,118 +4%
CA
527
Clearstead Advisors
Ohio
$23.5M +$1.34M +3,017 +6%
DCM
528
Dimension Capital Management
Florida
$23.3M -$356K -803 -1%
PHAM
529
Palisades Hudson Asset Management
Florida
$23.2M -$2.15M -4,860 -8%
RPC
530
Rossmore Private Capital
Connecticut
$23M +$698K +1,575 +3%
GCA
531
Gradient Capital Advisors
California
$22.9M -$125K -283 -0.5%
IDA
532
Intelligence Driven Advisers
California
$22.8M +$2.12M +4,787 +10%
RHBC
533
R.H. Bluestein & Co
Michigan
$22.7M +$1.66M +3,743 +8%
FTS
534
Fifth Third Securities
Ohio
$22.7M +$23.3M +52,607 New
OBWG
535
Onyx Bridge Wealth Group
New York
$22.6M +$1.87M +4,224 +9%
CWS
536
Cypress Wealth Services
California
$22.6M -$2.41M -5,428 -9%
VIM
537
VCU Investment Management
Virginia
$22.6M – – –
PFM
538
Patton Fund Management
Texas
$22.6M +$22.6M +50,935 +3,307%
MC
539
Middleton & Co
Massachusetts
$22.5M -$85.1K -192 -0.4%
NFG
540
Next Financial Group
Texas
$22.5M +$3M +6,770 +15%
RWA
541
Ropes Wealth Advisors
Massachusetts
$22.4M -$381K -859 -2%
ATC
542
Argent Trust Co
Tennessee
$22.4M +$243K +548 +1%
RVPG
543
Relative Value Partners Group
$22.3M +$5.3M +11,956 +30%
WA
544
Wealth Alliance
New York
$22.3M +$1.31M +2,945 +6%
WAAG
545
Wealth Alliance Advisory Group
Kansas
$22.3M +$300K +677 +1%
KFA
546
Kelleher Financial Advisors
New York
$22.2M -$295K -665 -1%
LA
547
Latitude Advisors
Florida
$22.2M +$10.5M +23,697 +85%
UFA
548
US Financial Advisors
Massachusetts
$22.1M +$234K +527 +1%
ACP
549
Aveo Capital Partners
Colorado
$22M +$2.83M +6,377 +14%
PFA
550
Pinnacle Family Advisors
Missouri
$21.9M +$10.5M +23,647 +87%
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