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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
$23.5M +$743K +1,662 +3%
MWM
627
Meridian Wealth Management
Kentucky
$23.5M +$17.8M +39,815 +268%
SLF
628
Sun Life Financial
Ontario, Canada
$23.4M – – –
AIA
629
Alternative Investment Advisors
Florida
$23.4M +$24.3M +54,403 New
KCM
630
Kanawha Capital Management
Virginia
$23.2M +$281K +628 +1%
CIA
631
Capital Investment Advisors
Georgia
$23.1M +$24.1M +53,771 New
PGA
632
Portland Global Advisors
Maine
$23.1M +$1.2M +2,690 +5%
DWT
633
Dorsey & Whitney Trust
South Dakota
$23M -$98.9K -221 -0.4%
CAWM
634
Capital Advisors Wealth Management
Washington
$23M +$1.44M +3,221 +6%
WAP
635
Wealthcare Advisory Partners
Pennsylvania
$22.9M +$656K +1,466 +3%
IA
636
IFS Advisors
Kansas
$22.9M +$1.7M +3,790 +8%
PPW
637
PACK Private Wealth
Minnesota
$22.9M +$1.09M +2,427 +5%
RFO
638
RiverGlades Family Offices
Florida
$22.8M +$410K +917 +2%
NCM
639
Novare Capital Management
North Carolina
$22.8M +$958K +2,141 +4%
KWS
640
Keystone Wealth Services
California
$22.6M +$1.66M +3,715 +8%
IFPG
641
Intrepid Financial Planning Group
Indiana
$22.6M -$697K -1,559 -3%
TWM
642
Trevian Wealth Management
Massachusetts
$22.6M +$23.5M +52,588 New
VA
643
Valmark Advisers
Ohio
$22.5M +$1.18M +2,628 +5%
S2L
644
Sparta 24 Ltd
Israel
$22.5M +$12.8M +28,686 +121%
IA
645
IFP Advisors
Florida
$22.3M +$140K +314 +0.6%
BA
646
Ballew Advisors
Mississippi
$22.3M -$81.4K -182 -0.3%
WWA
647
WCG Wealth Advisors
Nevada
$22.2M +$3.02M +6,742 +15%
CWM
648
Campbell Wealth Management
Virginia
$22.1M +$38.5K +86 +0.2%
RWA
649
Ropes Wealth Advisors
Massachusetts
$22M -$944K -2,111 -4%
BFM
650
Boston Financial Management
Massachusetts
$21.9M -$136K -303 -0.6%
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