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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
UFA
626
US Financial Advisors
Massachusetts
$23.7M -$184K -437 -0.8%
ECG
627
Edge Capital Group
Georgia
$23.6M -$77.5K -184 -0.3%
CCFM
628
Clear Creek Financial Management
Washington
$23.4M +$1.57M +3,733 +8%
BA
629
Ballew Advisors
Mississippi
$23.3M -$8.85K -21 -0%
RFO
630
RiverGlades Family Offices
Florida
$23.3M -$84.3K -200 -0.4%
WAP
631
Wealthcare Advisory Partners
Pennsylvania
$23.1M -$5.66M -13,422 -21%
IA
632
IFP Advisors
Florida
$23M -$2.07M -4,909 -9%
WF
633
Williams Financial
Vermont
$23M +$1.8M +4,260 +9%
BFM
634
Boston Financial Management
Massachusetts
$22.9M -$908K -2,154 -4%
CWM
635
Campbell Wealth Management
Virginia
$22.9M -$1.72M -4,079 -7%
SA
636
Stewardship Advisors
Pennsylvania
$22.9M +$2.36M +5,591 +12%
SAM
637
Silverhawk Asset Management
Arizona
$22.8M +$153K +363 +0.7%
PFGIA
638
Patriot Financial Group Insurance Agency
Massachusetts
$22.8M +$609K +1,446 +3%
PGA
639
Portland Global Advisors
Maine
$22.8M +$1.59M +3,772 +8%
NCM
640
Novare Capital Management
North Carolina
$22.7M -$4.07M -9,658 -16%
PPW
641
PACK Private Wealth
Minnesota
$22.7M +$242K +575 +1%
DT
642
Diversified Trust
Tennessee
$22.6M -$42.6K -101 -0.2%
CAWM
643
Capital Advisors Wealth Management
Washington
$22.4M +$985K +2,337 +5%
FCA
644
FinTrust Capital Advisors
South Carolina
$22.4M – – –
IWP
645
IAG Wealth Partners
Wisconsin
$22.4M -$677K -1,607 -3%
MC
646
Middleton & Co
Massachusetts
$22.3M +$30.8K +73 +0.1%
VA
647
Valmark Advisers
Ohio
$22.2M -$888K -2,108 -4%
CW
648
CreativeOne Wealth
Kansas
$22.1M +$1.07M +2,529 +5%
LWA
649
LWS Wealth Advisors
New Jersey
$22.1M +$172K +409 +0.8%
CAAM
650
Cornerstone Advisors Asset Management
Pennsylvania
$22.1M -$204K -484 -1%
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