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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
601
AAF Wealth Management
Massachusetts
$36.2M +$499K +997 +1%
MM
602
Meridian Management
Arkansas
$35.9M -$1.45M -2,907 -4%
BWFA
603
Baltimore-Washington Financial Advisors
Maryland
$35.9M +$1.97M +3,934 +6%
SWA
604
Stratos Wealth Advisors
Ohio
$35.7M -$2.33M -4,663 -6%
ATC
605
Argent Trust Co
Tennessee
$35.7M -$650K -1,300 -2%
FFA
606
Fi3 Financial Advisors
Indiana
$35.5M -$1.75M -3,497 -5%
IWM
607
Integris Wealth Management
California
$35.5M -$635K -1,270 -2%
FA
608
Flagstar Advisors
New York
$35.1M +$2.05M +4,107 +7%
AFP
609
Alpha Financial Partners
Kentucky
$35M +$1.17M +2,342 +4%
CA
610
Cornerstone Advisory
Maryland
$34.9M -$31K -62 -0.1%
LFP
611
Lakeshore Financial Planning
Michigan
$34.7M +$1.2M +2,398 +4%
RPC
612
Rossmore Private Capital
Connecticut
$34.6M +$1.5M +3,001 +5%
EWA
613
Exencial Wealth Advisors
Oklahoma
$34.4M -$2.37M -4,734 -7%
FTS
614
Fifth Third Securities
Ohio
$34.4M +$1.11M +2,228 +4%
CWS
615
Cypress Wealth Services
California
$34.3M -$5.31M -10,615 -14%
WFAG
616
Wescott Financial Advisory Group
Pennsylvania
$34M +$2.77M +5,530 +9%
RCAG
617
Rehmann Capital Advisory Group
Michigan
$34M +$176K +352 +0.5%
CFIA
618
Cantor Fitzgerald Investment Advisors
New York
$33.9M -$488K -976 -1%
TRCT
619
Tower Research Capital (TRC)
New York
$33.9M +$32.2M +64,361 +83,586%
HWAM
620
Hennion & Walsh Asset Management
New Jersey
$33.7M +$1.05M +2,097 +3%
TF
621
Trek Financial
Arizona
$33.7M -$12.5M -24,982 -28%
NPF
622
Norris Perne & French
Michigan
$33.7M -$749K -1,496 -2%
WTB
623
Washington Trust Bank
Washington
$33.7M +$499K +998 +2%
ACP
624
Aveo Capital Partners
Colorado
$33.6M +$1.3M +2,598 +4%
SC
625
Schoolcraft Capital
Colorado
$33.6M +$47K +94 +0.1%
23 24
25
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