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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
GCA
576
Gradient Capital Advisors
California
$24.1M +$577K +1,291 +2%
WAAG
577
Wealth Alliance Advisory Group
Kansas
$24.1M +$1.01M +2,265 +4%
MMA
578
Miracle Mile Advisors
California
$23.7M +$2.01M +4,485 +9%
SBLIC
579
Security Benefit Life Insurance Company
Kansas
$23.7M +$2.91M +6,500 +14%
SXL
580
Summit X LLC
Missouri
$23.5M +$5.6M +12,513 +32%
CI
581
Clal Insurance
Israel
$23.4M +$3.48M +7,775 +18%
HF
582
Halpern Financial
Virginia
$23.4M +$5.49M +12,272 +31%
JF
583
Jump Financial
Illinois
$23.4M -$10.9M -24,426 -32%
UFA
584
US Financial Advisors
Massachusetts
$23.3M -$828K -1,851 -3%
RWA
585
Ropes Wealth Advisors
Massachusetts
$23.1M -$415K -927 -2%
WPW
586
Waldron Private Wealth
Pennsylvania
$22.9M -$197K -441 -0.9%
CWM
587
Congress Wealth Management
Massachusetts
$22.9M -$15M -33,559 -40%
MYIA
588
Mount Yale Investment Advisors
Colorado
$22.9M +$392K +877 +2%
DCM
589
Dimension Capital Management
Florida
$22.8M -$8.05K -18 -0%
GIA
590
Gladstone Institutional Advisory
Florida
$22.7M +$3.99M +8,932 +22%
MC
591
Middleton & Co
Massachusetts
$22.6M +$229K +511 +1%
JWA
592
JFS Wealth Advisors
Pennsylvania
$22.6M +$1.24M +2,777 +6%
CFGF
593
Compass Financial Group (Florida)
Florida
$22.6M +$52.8K +118 +0.2%
EWA
594
Exencial Wealth Advisors
Oklahoma
$22.6M +$1.63M +3,637 +8%
BHWM
595
Bay Harbor Wealth Management
Maryland
$22.5M +$2.86M +6,393 +15%
FG
596
Foster Group
Iowa
$22.5M +$1.35M +3,013 +6%
FCA
597
FinTrust Capital Advisors
South Carolina
$22.5M +$2.11M +4,728 +11%
BFA
598
Beaumont Financial Advisors
Massachusetts
$22.4M +$534K +1,193 +2%
BAAM
599
Baker Avenue Asset Management
California
$22.3M -$186K -415 -0.8%
SCA
600
Stonebridge Capital Advisors
Minnesota
$22.3M +$489K +1,093 +2%
22 23
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