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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
$18.2M +$396K +945 +2%
OGF
602
Orin Green Financial
California
$18.2M +$3.16M +7,547 +22%
MFG
603
Monumental Financial Group
Maryland
$18.1M +$16.9M +40,394 +2,285%
DC
604
DeDora Capital
California
$18.1M +$498K +1,189 +3%
RCAG
605
Rehmann Capital Advisory Group
Michigan
$18.1M -$112K -268 -0.6%
MPW
606
MA Private Wealth
California
$18.1M +$54.5K +130 +0.3%
OIA
607
OneDigital Investment Advisors
Kansas
$18.1M -$337K -805 -2%
IWMWV
608
Ironwood Wealth Management (West Virginia)
West Virginia
$18M +$51.1K +122 +0.3%
RWMH
609
Riverpoint Wealth Management Holdings
Illinois
$18M -$170K -405 -1%
BPCE
610
Bank Pictet & Cie (Europe)
Germany
$17.9M +$3.99M +9,525 +30%
FNT
611
First National Trust
Pennsylvania
$17.9M -$80.4K -192 -0.5%
MWM
612
Modera Wealth Management
New Jersey
$17.8M +$139K +333 +0.8%
WHG
613
Westwood Holdings Group
Texas
$17.8M +$3.03M +7,231 +21%
SWMG
614
Sanchez Wealth Management Group
Florida
$17.7M +$28.5K +68 +0.2%
MFT
615
Moisand Fitzgerald Tamayo
Florida
$17.6M -$273K -651 -2%
RWA
616
River Wealth Advisors
Pennsylvania
$17.6M +$906K +2,162 +6%
MYIA
617
Mount Yale Investment Advisors
Colorado
$17.6M -$215K -513 -1%
FMN
618
Financial Management Network
California
$17.5M -$173K -414 -1%
EL
619
EQ LLC
Washington
$17.5M +$2M +4,775 +13%
WSFS
620
Wilmington Savings Fund Society
Delaware
$17.5M -$993K -2,371 -6%
LNB
621
Ledyard National Bank
$17.5M -$540K -1,289 -3%
VWA
622
VERITY Wealth Advisors
United States
$17.4M -$30.6K -73 -0.2%
PPWM
623
PFG Private Wealth Management
Florida
$17.3M +$14.8M +35,275 +715%
BWCS
624
Beirne Wealth Consulting Services
Connecticut
$17.3M -$3.6M -8,603 -18%
EWA
625
Exencial Wealth Advisors
Oklahoma
$17.2M +$888K +2,119 +6%
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