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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
LFP
626
Lakeshore Financial Planning
Michigan
$60.4M +$7.65M +10,500 +15%
KIM
627
Karpus Investment Management
New York
$60.4M -$7.43M -10,199 -11%
ICMARC
628
International City Management Association Retirement Corp
District of Columbia
$60.4M +$637K +875 +1%
TCM
629
TD Capital Management
Tennessee
$60.3M +$18.2K +25 +0%
NCM
630
Novare Capital Management
North Carolina
$60.2M +$6.28M +8,622 +12%
SIRP
631
Shelter Insurance Retirement Plan
Missouri
$60M – – –
DSA
632
Droms Strauss Advisors
Missouri
$60M -$1.51M -2,077 -3%
MOS
633
MGO One Seven
Ohio
$59.7M +$6.99M +9,605 +14%
RA
634
Riverstone Advisors
Texas
$59.6M +$960K +1,318 +2%
SFS
635
Sowell Financial Services
Arkansas
$59.6M -$5.78M -7,942 -9%
ETC
636
Exchange Traded Concepts
Oklahoma
$59.6M +$57.9M +79,520 New
GWP
637
Gateway Wealth Partners
Wisconsin
$59.3M -$14.5M -19,957 -20%
SL
638
Sentinus LLC
Illinois
$59.2M +$33.2M +45,596 +136%
BFA
639
Bluestem Financial Advisors
Illinois
$58.5M -$2.75M -3,774 -5%
FCI
640
Financial Counselors Inc
Kansas
$58.4M -$3.02M -4,145 -5%
NWA
641
New World Advisors
Massachusetts
$58.2M +$1.25M +1,719 +2%
WFAG
642
Wescott Financial Advisory Group
Pennsylvania
$57.6M +$1.33M +1,820 +2%
EWS
643
Evergreen Wealth Solutions
Pennsylvania
$57.5M +$15.5M +21,227 +41%
MG
644
Mather Group
Illinois
$57.4M -$275K -377 -0.5%
VA
645
Valmark Advisers
Ohio
$57.4M +$8.66M +11,895 +18%
SCA
646
Stonebridge Capital Advisors
Minnesota
$57.3M +$202K +277 +0.4%
CWWM
647
Clear Wave Wealth Management
New Jersey
$56.7M -$1.57M -2,152 -3%
UFF
648
USA Financial Formulas
Michigan
$56.6M +$12.6M +17,238 +30%
NPT
649
Nixon Peabody Trust
Massachusetts
$56.3M +$2.87M +3,936 +6%
NFG
650
Nations Financial Group
Iowa
$56.1M +$702K +964 +1%
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