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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
LFP
576
Lakeshore Financial Planning
Michigan
$44.3M +$1.45M +2,450 +3%
P3I
577
Progeny 3 Inc
Washington
$44.3M – – –
GS
578
GWN Securities
Florida
$44.1M +$40.2M +68,079 +661%
HPM
579
Hoxton Planning & Management
West Virginia
$44.1M -$1.79M -3,031 -4%
CWG
580
Cornerstone Wealth Group
North Carolina
$44.1M -$868K -1,470 -2%
SWA
581
Serenus Wealth Advisors
California
$44.1M +$24.1M +40,834 +39%
FMN
582
Financial Management Network
California
$44M +$4.29M +7,260 +9%
CGFA
583
Colton Groome Financial Advisors
North Carolina
$43.9M -$8.88M -15,040 -16%
CWM
584
Cornerstone Wealth Management
Missouri
$43.9M -$747K -1,265 -2%
BWP
585
Bernardo Wealth Planning
Pennsylvania
$43.8M +$1.22M +2,059 +3%
MG
586
Mather Group
Illinois
$43.8M -$7.7M -13,045 -14%
SA
587
Stewardship Advisors
Pennsylvania
$43.8M -$15.8M -26,792 -26%
CL
588
CLG LLC
California
$43.7M +$3.78M +6,402 +9%
KTA
589
Keeley-Teton Advisors
Illinois
$43.7M -$83.9K -142 -0.2%
SCM
590
Spreng Capital Management
Ohio
$43.7M +$82.1K +139 +0.2%
I
591
INVST
Indiana
$43.5M -$8.05M -13,631 -15%
RPC
592
Rossmore Private Capital
Connecticut
$43.4M +$1.11M +1,884 +3%
AWM
593
AAF Wealth Management
Massachusetts
$43.2M +$635K +1,075 +1%
FTS
594
Fifth Third Securities
Ohio
$43M +$3.07M +5,195 +7%
WAAG
595
Wealth Alliance Advisory Group
Kansas
$43M +$45.5K +77 +0.1%
JWA
596
JFS Wealth Advisors
Pennsylvania
$42.8M +$2.61M +4,415 +6%
ACGA
597
Atlanta Consulting Group Advisors
Georgia
$42.8M +$31.3K +53 +0.1%
CPSAC
598
Chas P. Smith & Associates (CPS)
Florida
$42.7M -$1.2M -2,038 -3%
PAS
599
PKS Advisory Services
New York
$42.7M +$2.37M +4,013 +6%
LLWM
600
Life Line Wealth Management
California
$42.3M +$1.89M +3,196 +4%
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