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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
BTI
601
Blue Trust Inc
Georgia
$64M +$15.1M +20,730 +32%
PFA
602
Pettinga Financial Advisors
Indiana
$63.9M +$19.4M +26,694 +46%
IWM
603
IHT Wealth Management
Illinois
$63.6M -$13M -17,846 -17%
MFS
604
Madrona Financial Services
Washington
$63.5M +$2.5M +3,428 +4%
DE
605
Diversified Enterprises
Delaware
$63.4M +$54.6K +75 +0.1%
OFG
606
Oxford Financial Group
Indiana
$63.4M -$3.55M -4,876 -5%
BOS
607
Bank of Stockton
California
$63.3M -$4.86M -6,674 -7%
HPM
608
Hoxton Planning & Management
West Virginia
$63.2M +$5.69M +7,814 +10%
WAAG
609
Wealth Alliance Advisory Group
Kansas
$63.1M -$135K -185 -0.2%
HNW
610
High Note Wealth
Minnesota
$63M +$1.09M +1,494 +2%
PFS
611
Prospera Financial Services
Texas
$62.8M +$2.72M +3,737 +5%
ST
612
Smithfield Trust
Pennsylvania
$62.7M -$685K -940 -1%
WA
613
Wealth Alliance
New York
$62.5M +$15.1M +20,701 +33%
WBG
614
Wharton Business Group
Pennsylvania
$62.5M -$21.9M -30,055 -26%
GWM
615
GoalFusion Wealth Management
Texas
$62.3M +$662K +909 +1%
CWM
616
Cranbrook Wealth Management
Michigan
$62.2M -$643K -883 -1%
LWPC
617
Legacy Wealth Partners (Colorado)
Colorado
$62.2M +$9.98M +13,708 +20%
KA
618
Kovack Advisors
Florida
$62M -$1.54M -2,114 -2%
BWM
619
BankPlus Wealth Management
Mississippi
$61.5M +$829K +1,139 +1%
BOCM
620
Bontempo Ohly Capital Management
Maryland
$61.5M +$92.5K +127 +0.2%
OAP
621
One Advisory Partners
Kansas
$61.4M +$22.3M +30,658 +60%
PIM
622
Parker Investment Management
California
$61.4M -$71.7M -98,464 -55%
PGFC
623
Peapack-Gladstone Financial Corp
New Jersey
$61.4M +$3.83M +5,262 +7%
GPA
624
Guidance Point Advisors
Massachusetts
$61.3M -$613K -842 -1%
AAM
625
Ackerman Asset Management
Maryland
$61.1M -$31.3K -43 -0.1%
23 24
25
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