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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
LFAS
551
Level Four Advisory Services
Texas
$10.7M -$37.3M -121,677 -75%
RSWM
552
Robertson Stephens Wealth Management
California
$10.7M +$4.12M +13,441 +48%
WWM
553
Willingdon Wealth Management
North Carolina
$10.7M -$245K -798 -2%
MMA
554
Miracle Mile Advisors
California
$10.6M -$229K -746 -2%
AC
555
AlphaCore Capital
California
$10.6M -$19.5M -63,683 -61%
JFG
556
JMG Financial Group
Illinois
$10.6M +$3.05M +9,955 +32%
CCT
557
Chemung Canal Trust
New York
$10.5M +$8.2M +26,757 +193%
MYIA
558
Mount Yale Investment Advisors
Colorado
$10.5M +$1.29M +4,226 +12%
PCP
559
Proficio Capital Partners
Massachusetts
$10.5M -$300K -978 -2%
RCA
560
Resonant Capital Advisors
Wisconsin
$10.4M +$2M +6,513 +19%
LA
561
Lynch & Associates
Indiana
$10.4M +$413K +1,347 +3%
VWA
562
VERITY Wealth Advisors
United States
$10.3M +$5.82M +18,987 +91%
MPWT
563
MassMutual Private Wealth & Trust
Connecticut
$10.3M -$357K -1,164 -3%
MSA
564
Mason Street Advisors
Wisconsin
$10.3M +$4.5M +14,695 +59%
PBO
565
Peoples Bank (Ohio)
Ohio
$10.3M -$1.53K -5 -0%
OWA
566
Outlook Wealth Advisors
Texas
$10.2M -$2.66M -8,692 -18%
PWM
567
PRW Wealth Management
Massachusetts
$10.2M -$1.46M -4,775 -11%
AWM
568
Argent Wealth Management
Massachusetts
$10.2M -$1.6M -5,229 -12%
CPIG
569
Chicago Partners Investment Group
Illinois
$10.2M +$1.49M +4,875 +16%
SSW
570
Smith Shellnut Wilson
Mississippi
$10.2M -$2.6M -8,491 -18%
TVAMP
571
Tennessee Valley Asset Management Partners
Tennessee
$10.1M +$5.99M +19,545 +100%
MWM
572
Merriman Wealth Management
Washington
$10.1M -$562K -1,834 -4%
6M
573
6 Meridian
Kansas
$10.1M +$11.9M +38,986 New
HR
574
Hardy Reed
Mississippi
$10.1M -$233K -761 -2%
WCM
575
WealthBridge Capital Management
Ohio
$10.1M +$6.22M +20,290 +109%
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