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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
576
Sovereign Investment Advisors
Arizona
$41.5M +$399K +717 +1%
PFA
577
Pettinga Financial Advisors
Indiana
$41.5M -$5.78M -10,397 -13%
RPC
578
Rossmore Private Capital
Connecticut
$41.5M +$2.83M +5,081 +8%
SWA
579
Stratos Wealth Advisors
Ohio
$41.4M +$1.81M +3,254 +5%
LWM
580
Liberty Wealth Management
California
$41.4M -$719M -1,293,480 -95%
CP
581
Capital Planning
Washington
$41.3M -$127K -228 -0.3%
FTS
582
Fifth Third Securities
Ohio
$41.3M -$1.24M -2,236 -3%
LLWM
583
Life Line Wealth Management
California
$41.2M -$3.68M -6,623 -8%
KFS
584
Kelly Financial Services
Massachusetts
$41.2M -$6.61M -11,880 -14%
ATC
585
Argent Trust Co
Tennessee
$41.2M +$1.38M +2,490 +4%
BS
586
Banco Santander
Spain
$41.1M -$2.93M -5,263 -7%
FFA
587
Fi3 Financial Advisors
Indiana
$41.1M +$1.08M +1,947 +3%
B
588
Bailard
California
$41M -$301K -541 -0.8%
LL
589
LWMG LLC
Minnesota
$40.8M +$1.61M +2,889 +4%
KCM
590
Kaye Capital Management
California
$40.6M +$57.3K +103 +0.1%
SCM
591
Spreng Capital Management
Ohio
$40.6M -$4.08M -7,339 -9%
FG
592
Foster Group
Iowa
$40.3M +$1.63M +2,926 +4%
NL
593
NDWM LLC
California
$40.3M +$151K +272 +0.4%
JWA
594
JFS Wealth Advisors
Pennsylvania
$40.3M +$3.58M +6,444 +10%
IWMA
595
Ironwood Wealth Management (Arizona)
Arizona
$40.3M +$792K +1,425 +2%
CCFM
596
Clear Creek Financial Management
Washington
$39.9M -$2.28M -4,092 -6%
CFGS
597
Concourse Financial Group Securities
Alabama
$39.7M -$3.87M -6,958 -9%
EWM
598
Evercore Wealth Management
New York
$39.6M +$310K +558 +0.8%
MM
599
Meridian Management
Arkansas
$39.5M +$935K +1,681 +3%
ACP
600
Aveo Capital Partners
Colorado
$39.3M +$1.12M +2,006 +3%
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