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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
551
BlueSky Wealth Advisors
North Carolina
$5.56M -$205K -755 -4%
TL
552
TrueWealth LLC
Georgia
$5.53M +$357K +1,314 +7%
CCA
553
Cobblestone Capital Advisors
New York
$5.45M -$429K -1,576 -7%
FIM
554
Fernwood Investment Management
Massachusetts
$5.45M -$125K -459 -2%
BWP
555
Baldwin Wealth Partners
Massachusetts
$5.42M +$26.4K +97 +0.5%
DLHL
556
Donald L. Hagan LLC
Florida
$5.37M -$2.29M -8,410 -30%
EA
557
Edge Advisors
Georgia
$5.34M +$23.9K +88 +0.5%
TI
558
Truepoint Inc
Ohio
$5.32M +$3.89M +14,284 +275%
AF
559
Allworth Financial
California
$5.3M +$4.81M +17,695 +1,027%
CTB
560
Country Trust Bank
Illinois
$5.3M +$158K +579 +3%
KA
561
Kovack Advisors
Florida
$5.19M +$396K +1,456 +8%
WA
562
WealthTrust-Arizona
Arizona
$5.18M +$44.3K +163 +0.9%
CPP
563
Crow Point Partners
Massachusetts
$5.15M +$348K +1,280 +7%
BL
564
BFSG LLC
California
$5.13M +$223K +821 +5%
MC
565
Middleton & Co
Massachusetts
$5.05M +$257K +945 +5%
SPC
566
Salient Private Client
Texas
$5.05M +$36.2K +133 +0.7%
CSM
567
CAMG Solamere Management
North Carolina
$5.03M +$411K +1,510 +9%
MCM
568
Maryland Capital Management
Maryland
$5.01M -$69.1K -254 -1%
PCA
569
Providence Capital Advisors
North Carolina
$5M +$393K +1,444 +9%
OWM
570
Orgel Wealth Management
Wisconsin
$4.97M +$337K +1,240 +7%
CLOS
571
Compagnie Lombard Odier SCmA
Switzerland
$4.97M +$4.31M +15,850 +674%
TCM
572
Telos Capital Management
California
$4.94M +$139K +510 +3%
SHCM
573
Stokes & Hubbell Capital Management
Louisiana
$4.91M +$523K +1,924 +12%
LWAC
574
Laurel Wealth Advisors (California)
California
$4.9M -$187K -686 -4%
PW
575
Price Wealth
Texas
$4.9M +$49.5K +182 +1%
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