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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CFP
576
Cypress Financial Planning
New Jersey
$22.8M +$248K +642 +1%
MM
577
Meridian Management
Arkansas
$22.8M +$104K +270 +0.5%
ES
578
ETF Store
Kansas
$22.7M +$653K +1,693 +3%
SSWM
579
Sheets Smith Wealth Management
North Carolina
$22.6M +$290K +752 +1%
TC
580
Trilogy Capital
California
$22.6M +$1.36M +3,517 +6%
SIAM
581
Sterling Investment Advisors (Missouri)
Missouri
$22.5M +$103K +267 +0.5%
GIA
582
Gladstone Institutional Advisory
Florida
$22.5M +$500K +1,295 +2%
GRP
583
Global Retirement Partners
California
$22.4M +$1.43M +3,705 +7%
FCA
584
FinTrust Capital Advisors
South Carolina
$22.4M +$535K +1,386 +2%
ACP
585
Aveo Capital Partners
Colorado
$22.3M -$865K -2,241 -4%
BFP
586
Beacon Financial Planning
Massachusetts
$22.2M +$22.3M +57,891 New
FFA
587
Fi3 Financial Advisors
Indiana
$22.2M +$4.94M +12,792 +28%
DCM
588
Disciplina Capital Management
Tennessee
$22.2M -$54K -140 -0.2%
CA
589
Clearstead Advisors
Ohio
$22.1M +$1.33M +3,441 +6%
LNB
590
Ledyard National Bank
$22M +$1.25M +3,233 +6%
IC
591
IEQ Capital
California
$21.9M +$1.77M +4,575 +9%
KWS
592
Keystone Wealth Services
California
$21.9M -$66.8K -173 -0.3%
BFS
593
Bard Financial Services
Connecticut
$21.7M – – –
TC
594
TownSquare Capital
Utah
$21.7M +$107K +277 +0.5%
HWMA
595
Heritage Wealth Management (Arizona)
Arizona
$21.6M +$11.6M +30,115 +116%
GCA
596
Gradient Capital Advisors
California
$21.5M +$588K +1,524 +3%
IFPG
597
Intrepid Financial Planning Group
Indiana
$21.5M -$494K -1,280 -2%
KWM
598
Keebeck Wealth Management
Illinois
$21.5M +$4.68M +12,132 +28%
LSERS
599
Louisiana State Employees Retirement System
Louisiana
$21.5M +$1.23M +3,200 +6%
RFO
600
RiverGlades Family Offices
Florida
$21.4M +$21.5M +55,712 New
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