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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
KFA
576
Kelleher Financial Advisors
New York
$47.1M -$265K -447 -0.6%
CWG
577
Cornerstone Wealth Group
North Carolina
$47M +$2.88M +4,864 +6%
HI
578
Harbour Investments
Wisconsin
$47M -$354K -598 -0.7%
ICMARC
579
International City Management Association Retirement Corp
District of Columbia
$46.9M – – –
CWM
580
Cranbrook Wealth Management
Michigan
$46.9M -$399K -674 -0.8%
GPA
581
Guidance Point Advisors
Massachusetts
$46.8M +$422K +713 +0.9%
CWM
582
Cornerstone Wealth Management
Missouri
$46.7M -$625K -1,056 -1%
GWM
583
GoalFusion Wealth Management
Texas
$46.4M +$510K +862 +1%
P3I
584
Progeny 3 Inc
Washington
$46.4M – – –
SFS
585
Sowell Financial Services
Arkansas
$46.4M -$9.23M -15,598 -17%
PFG
586
PAX Financial Group
Texas
$46.2M +$750K +1,267 +2%
CPSAC
587
Chas P. Smith & Associates (CPS)
Florida
$45.9M -$1.64M -2,776 -3%
GIA
588
Gladstone Institutional Advisory
Florida
$45.9M +$974K +1,646 +2%
KTA
589
Keeley-Teton Advisors
Illinois
$45.9M -$567K -958 -1%
BA
590
Bluesphere Advisors
Pennsylvania
$45.8M +$34.9K +59 +0.1%
WPW
591
Watershed Private Wealth
Illinois
$45.7M +$1.85M +3,122 +4%
SCM
592
Spreng Capital Management
Ohio
$45.7M +$4.23M +7,154 +10%
SIA
593
Sovereign Investment Advisors
Arizona
$45.6M +$3.27M +5,522 +8%
KPWG
594
KFA Private Wealth Group
Virginia
$45.6M +$6.35M +10,727 +16%
HCM
595
Hollencrest Capital Management
California
$45.3M -$2.05M -3,469 -4%
VFA
596
Voya Financial Advisors
Connecticut
$45.1M -$700K -1,182 -2%
BWFA
597
Baltimore-Washington Financial Advisors
Maryland
$45M +$1.74M +2,942 +4%
LFP
598
Lakeshore Financial Planning
Michigan
$45M +$1.77M +2,986 +4%
WAAG
599
Wealth Alliance Advisory Group
Kansas
$45M -$662K -1,118 -1%
BAM
600
Beaumont Asset Management
Texas
$44.9M -$1.02M -1,718 -2%
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