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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
626
AAF Wealth Management
Massachusetts
$60.9M -$3.7M -5,085 -6%
DAS
627
Daybright Advisory Services
Florida
$60.8M -$361K -496 -0.6%
OCA
628
OpenArc Corporate Advisory
Georgia
$60.7M +$26.2M +35,929 +80%
GWMR
629
GC Wealth Management RIA
Massachusetts
$60.7M +$16.1M +22,076 +37%
EWM
630
Evercore Wealth Management
New York
$60.5M +$574K +788 +1%
I
631
INVST
Indiana
$60.4M +$35M +48,077 +147%
LFP
632
Lakeshore Financial Planning
Michigan
$60.4M +$7.65M +10,500 +15%
KIM
633
Karpus Investment Management
New York
$60.4M -$7.43M -10,199 -11%
ICMARC
634
International City Management Association Retirement Corp
District of Columbia
$60.4M +$637K +875 +1%
TCM
635
TD Capital Management
Tennessee
$60.3M +$18.2K +25 +0%
NCM
636
Novare Capital Management
North Carolina
$60.2M +$6.28M +8,622 +12%
SIRP
637
Shelter Insurance Retirement Plan
Missouri
$60M – – –
DSA
638
Droms Strauss Advisors
Missouri
$60M -$1.51M -2,077 -3%
MOS
639
MGO One Seven
Ohio
$59.7M +$6.99M +9,605 +14%
RA
640
Riverstone Advisors
Texas
$59.6M +$960K +1,318 +2%
SFS
641
Sowell Financial Services
Arkansas
$59.6M -$5.78M -7,942 -9%
ETC
642
Exchange Traded Concepts
Oklahoma
$59.6M +$57.9M +79,520 New
GWP
643
Gateway Wealth Partners
Wisconsin
$59.3M -$14.5M -19,957 -20%
SL
644
Sentinus LLC
Illinois
$59.2M +$33.2M +45,596 +136%
BFA
645
Bluestem Financial Advisors
Illinois
$58.5M -$2.75M -3,774 -5%
FCI
646
Financial Counselors Inc
Kansas
$58.4M -$3.02M -4,145 -5%
NWA
647
New World Advisors
Massachusetts
$58.2M +$1.25M +1,719 +2%
WFAG
648
Wescott Financial Advisory Group
Pennsylvania
$57.6M +$1.33M +1,820 +2%
EWS
649
Evergreen Wealth Solutions
Pennsylvania
$57.5M +$15.5M +21,227 +41%
MG
650
Mather Group
Illinois
$57.4M -$275K -377 -0.5%
24 25
26
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