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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
BOS
601
Bank of Stockton
California
$63.3M -$4.86M -6,674 -7%
HPM
602
Hoxton Planning & Management
West Virginia
$63.2M +$5.69M +7,814 +10%
WAAG
603
Wealth Alliance Advisory Group
Kansas
$63.1M -$135K -185 -0.2%
HNW
604
High Note Wealth
Minnesota
$63M +$1.09M +1,494 +2%
PFS
605
Prospera Financial Services
Texas
$62.8M +$2.72M +3,737 +5%
ST
606
Smithfield Trust
Pennsylvania
$62.7M -$685K -940 -1%
WA
607
Wealth Alliance
New York
$62.5M +$15.1M +20,701 +33%
WBG
608
Wharton Business Group
Pennsylvania
$62.5M -$21.9M -30,055 -26%
GWM
609
GoalFusion Wealth Management
Texas
$62.3M +$662K +909 +1%
CWM
610
Cranbrook Wealth Management
Michigan
$62.2M -$643K -883 -1%
LWPC
611
Legacy Wealth Partners (Colorado)
Colorado
$62.2M +$9.98M +13,708 +20%
KA
612
Kovack Advisors
Florida
$62M -$1.54M -2,114 -2%
BWM
613
BankPlus Wealth Management
Mississippi
$61.5M +$829K +1,139 +1%
BOCM
614
Bontempo Ohly Capital Management
Maryland
$61.5M +$92.5K +127 +0.2%
OAP
615
One Advisory Partners
Kansas
$61.4M +$22.3M +30,658 +60%
PIM
616
Parker Investment Management
California
$61.4M -$71.7M -98,464 -55%
PGFC
617
Peapack-Gladstone Financial Corp
New Jersey
$61.4M +$3.83M +5,262 +7%
GPA
618
Guidance Point Advisors
Massachusetts
$61.3M -$613K -842 -1%
AAM
619
Ackerman Asset Management
Maryland
$61.1M -$31.3K -43 -0.1%
AWM
620
AAF Wealth Management
Massachusetts
$60.9M -$3.7M -5,085 -6%
DAS
621
Daybright Advisory Services
Florida
$60.8M -$361K -496 -0.6%
OCA
622
OpenArc Corporate Advisory
Georgia
$60.7M +$26.2M +35,929 +80%
GWMR
623
GC Wealth Management RIA
Massachusetts
$60.7M +$16.1M +22,076 +37%
EWM
624
Evercore Wealth Management
New York
$60.5M +$574K +788 +1%
I
625
INVST
Indiana
$60.4M +$35M +48,077 +147%
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