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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
BSSFA
551
Baron Silver Stevens Financial Advisors
Florida
$45.2M +$705K +1,268 +2%
GWM
552
GoalFusion Wealth Management
Texas
$45M +$2.34M +4,209 +6%
BAM
553
Beaumont Asset Management
Texas
$44.9M +$1.91M +3,438 +5%
BA
554
Bluesphere Advisors
Pennsylvania
$44.9M +$781K +1,405 +2%
WAAG
555
Wealth Alliance Advisory Group
Kansas
$44.7M +$170K +306 +0.4%
PFG
556
PAX Financial Group
Texas
$44.5M -$3.33M -5,987 -7%
VFA
557
Voya Financial Advisors
Connecticut
$44.5M -$3.37M -6,055 -7%
GIA
558
Gladstone Institutional Advisory
Florida
$44M -$2.01M -3,612 -5%
FMN
559
Financial Management Network
California
$43.9M +$2.29M +4,123 +6%
PFGIA
560
Patriot Financial Group Insurance Agency
Massachusetts
$43.8M +$277K +498 +0.7%
RA
561
Riverstone Advisors
Texas
$43.4M +$1.88M +3,384 +5%
CWG
562
Cornerstone Wealth Group
North Carolina
$43.3M -$932K -1,676 -2%
APTFM
563
AGUR Provident & Training Funds Management
Israel
$43.1M – – –
WPW
564
Watershed Private Wealth
Illinois
$43M -$1.84M -3,312 -4%
MA
565
MCF Advisors
Kentucky
$42.9M +$140K +251 +0.3%
LWM
566
Latko Wealth Management
Illinois
$42.9M +$41.3M +74,369 New
AWM
567
AAF Wealth Management
Massachusetts
$42.9M -$246K -443 -0.6%
1WM
568
1900 Wealth Management
Texas
$42.7M -$1.17M -2,101 -3%
OAP
569
One Advisory Partners
Kansas
$42.6M -$6.26M -11,254 -13%
BWP
570
Bernardo Wealth Planning
Pennsylvania
$42.6M +$1.56M +2,813 +4%
FTUS
571
Flow Traders U.S.
New York
$42.5M +$31M +55,763 +313%
BWFA
572
Baltimore-Washington Financial Advisors
Maryland
$42.4M +$1.2M +2,165 +3%
LFP
573
Lakeshore Financial Planning
Michigan
$42.4M +$2.87M +5,163 +8%
SWM
574
SigFig Wealth Management
California
$41.8M -$17M -30,594 -30%
CFC
575
Coyle Financial Counsel
Illinois
$41.5M +$405K +728 +1%
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