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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
MSA
601
McAlister Sweet & Associates
Texas
$30.7M -$16.3M -36,502 -36%
BWFA
602
Baltimore-Washington Financial Advisors
Maryland
$30.7M +$2.17M +4,850 +8%
AFP
603
Alpha Financial Partners
Kentucky
$30.7M +$6.99M +15,627 +32%
RCAG
604
Rehmann Capital Advisory Group
Michigan
$30.7M -$154K -343 -0.5%
CP
605
Capital Planning
Washington
$30.5M +$3.51M +7,837 +14%
SC
606
Schoolcraft Capital
Colorado
$30.4M +$240K +536 +0.8%
LFP
607
Lakeshore Financial Planning
Michigan
$30.4M -$20.6K -46 -0.1%
FMN
608
Financial Management Network
California
$30.4M +$1.5M +3,341 +5%
JWA
609
JFS Wealth Advisors
Pennsylvania
$30.4M -$1.6M -3,567 -5%
CFS
610
Commonwealth Financial Services
West Virginia
$30.3M -$787K -1,759 -3%
FTS
611
Fifth Third Securities
Ohio
$30.2M -$8.95K -20 -0%
WTB
612
Washington Trust Bank
Washington
$30.1M +$150K +335 +0.5%
ICMARC
613
International City Management Association Retirement Corp
District of Columbia
$30.1M – – –
RPC
614
Rossmore Private Capital
Connecticut
$30M -$524K -1,171 -2%
ACP
615
Aveo Capital Partners
Colorado
$30M -$47.4K -106 -0.2%
FA
616
Flagstar Advisors
New York
$30M +$2.38M +5,320 +9%
HF
617
Halpern Financial
Virginia
$29.9M -$446K -996 -2%
OWMIAS
618
One Wealth Management Investment & Advisory Services
Florida
$29.8M +$27.9M +62,296 New
TGAM
619
TBH Global Asset Management
Tennessee
$29.7M -$8.7M -19,430 -24%
ES
620
ETF Store
Kansas
$29.7M +$279K +624 +1%
HWAM
621
Hennion & Walsh Asset Management
New Jersey
$29.7M -$570K -1,274 -2%
FCA
622
FinTrust Capital Advisors
South Carolina
$29.5M +$28.6K +64 +0.1%
RIM
623
Rakuten Investment Management
Japan
$29.3M +$17.1M +38,107 +165%
TI
624
Tidal Investments
Wisconsin
$28.8M +$23.6M +52,825 +704%
BA
625
Bellwether Advisors
Nebraska
$28.7M -$509K -1,138 -2%
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