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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
GCA
601
Greenwood Capital Associates
South Carolina
$16.5M +$1.33M +3,426 +9%
MYIA
602
Mount Yale Investment Advisors
Colorado
$16.4M -$1.55M -3,995 -9%
CTB
603
Country Trust Bank
Illinois
$16.4M +$1.17M +3,018 +8%
MWM
604
Modera Wealth Management
New Jersey
$16.4M -$126K -325 -0.8%
SWMG
605
Sanchez Wealth Management Group
Florida
$16.3M -$62.7K -162 -0.4%
WA
606
Wealth Alliance
New York
$16.3M +$1.5M +3,864 +10%
DC
607
DeDora Capital
California
$16.3M +$633K +1,634 +4%
LWM
608
Liberty Wealth Management
California
$16.2M – – –
HC
609
Hoese & Co
Minnesota
$16.2M -$1.2M -3,091 -7%
FFBTD
610
First Financial Bank - Trust Division
Ohio
$16.1M +$1.07M +2,768 +7%
VWA
611
VERITY Wealth Advisors
United States
$16.1M -$7.74K -20 -0%
OBWG
612
Onyx Bridge Wealth Group
New York
$16M +$3.72M +9,611 +31%
NB
613
Northwest Bancshares
Pennsylvania
$16M -$168K -433 -1%
CWM
614
Curi Wealth Management
North Carolina
$16M +$3.01M +7,765 +24%
SL
615
SWMG LLC
Texas
$16M +$695K +1,796 +5%
BJL
616
Brighton Jones LLC
Washington
$15.9M +$28.7K +74 +0.2%
RA
617
RFG Advisory
Alabama
$15.9M +$604K +1,560 +4%
CS
618
Credit Suisse
Switzerland
$15.8M -$29.2M -75,411 -65%
FG
619
Foster Group
Iowa
$15.8M +$2.54M +6,565 +20%
GG
620
GenWealth Group
New Jersey
$15.8M -$210K -543 -1%
DJYG
621
David J. Yvars Group
Florida
$15.7M -$376K -972 -2%
KFS
622
Kelly Financial Services
Massachusetts
$15.7M +$386K +998 +3%
TPCW
623
TD Private Client Wealth
New York
$15.7M +$559K +1,443 +4%
IFAM
624
Institutional & Family Asset Management
Colorado
$15.7M -$522K -1,348 -3%
PP
625
PDS Planning
Ohio
$15.6M +$2.95M +7,623 +24%
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