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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
WAAG
551
Wealth Alliance Advisory Group
Kansas
$42.3M -$4.66M -8,866 -10%
BSSFA
552
Baron Silver Stevens Financial Advisors
Florida
$42.1M +$11.6K +22 +0%
CWG
553
Cornerstone Wealth Group
North Carolina
$42M +$506K +962 +1%
BS
554
Banco Santander
Spain
$41.9M +$1.12M +2,138 +3%
BA
555
Bluesphere Advisors
Pennsylvania
$41.8M +$558K +1,062 +1%
1WM
556
1900 Wealth Management
Texas
$41.6M -$39.5M -75,113 -50%
HI
557
Harbour Investments
Wisconsin
$41.5M +$558K +1,062 +1%
CFGS
558
Concourse Financial Group Securities
Alabama
$41.4M -$6.01M -11,430 -13%
PFGIA
559
Patriot Financial Group Insurance Agency
Massachusetts
$41.2M +$1.78M +3,381 +5%
BOC
560
Bull Oak Capital
California
$41.1M +$8.39M +15,952 +27%
AWM
561
AAF Wealth Management
Massachusetts
$40.9M +$3.16M +6,019 +9%
BAM
562
Beaumont Asset Management
Texas
$40.8M +$1.25M +2,379 +3%
MA
563
MCF Advisors
Kentucky
$40.6M +$882K +1,677 +2%
GWM
564
GoalFusion Wealth Management
Texas
$40.4M -$243K -463 -0.6%
FTS
565
Fifth Third Securities
Ohio
$40.4M +$4.38M +8,334 +13%
FMN
566
Financial Management Network
California
$40.2M +$4.22M +8,017 +13%
CCFM
567
Clear Creek Financial Management
Washington
$40.1M -$2.98M -5,660 -7%
LWM
568
Liberty Wealth Management
California
$39.9M +$657M +1,250,143 +1,086%
AFPL
569
Advus Financial Partners, LLC
Florida
$39.8M -$1.34M -2,539 -3%
CFC
570
Coyle Financial Counsel
Illinois
$39.5M – – –
RA
571
Riverstone Advisors
Texas
$39.3M +$352K +669 +0.9%
CP
572
Capital Planning
Washington
$39.3M +$1.05M +2,002 +3%
B
573
Bailard
California
$39.2M -$25.8K -49 -0.1%
BWFA
574
Baltimore-Washington Financial Advisors
Maryland
$39.1M +$1.69M +3,218 +5%
FHC
575
Fort Henry Capital
West Virginia
$38.8M +$171K +325 +0.5%
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