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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
626
Stonebridge Capital Advisors
Minnesota
$23.5M +$279K +624 +1%
MFS
627
Madrona Financial Services
Washington
$23.5M +$19.8M +44,361 +425%
UFA
628
US Financial Advisors
Massachusetts
$23.5M +$743K +1,662 +3%
MWM
629
Meridian Wealth Management
Kentucky
$23.5M +$17.8M +39,815 +268%
SLF
630
Sun Life Financial
Ontario, Canada
$23.4M – – –
AIA
631
Alternative Investment Advisors
Florida
$23.4M +$24.3M +54,403 New
KCM
632
Kanawha Capital Management
Virginia
$23.2M +$281K +628 +1%
CIA
633
Capital Investment Advisors
Georgia
$23.1M +$24.1M +53,771 New
PGA
634
Portland Global Advisors
Maine
$23.1M +$1.2M +2,690 +5%
DWT
635
Dorsey & Whitney Trust
South Dakota
$23M -$98.9K -221 -0.4%
CAWM
636
Capital Advisors Wealth Management
Washington
$23M +$1.44M +3,221 +6%
WAP
637
Wealthcare Advisory Partners
Pennsylvania
$22.9M +$656K +1,466 +3%
IA
638
IFS Advisors
Kansas
$22.9M +$1.7M +3,790 +8%
PPW
639
PACK Private Wealth
Minnesota
$22.9M +$1.09M +2,427 +5%
RFO
640
RiverGlades Family Offices
Florida
$22.8M +$410K +917 +2%
NCM
641
Novare Capital Management
North Carolina
$22.8M +$958K +2,141 +4%
KWS
642
Keystone Wealth Services
California
$22.6M +$1.66M +3,715 +8%
IFPG
643
Intrepid Financial Planning Group
Indiana
$22.6M -$697K -1,559 -3%
TWM
644
Trevian Wealth Management
Massachusetts
$22.6M +$23.5M +52,588 New
VA
645
Valmark Advisers
Ohio
$22.5M +$1.18M +2,628 +5%
S2L
646
Sparta 24 Ltd
Israel
$22.5M +$12.8M +28,686 +121%
IA
647
IFP Advisors
Florida
$22.3M +$140K +314 +0.6%
BA
648
Ballew Advisors
Mississippi
$22.3M -$81.4K -182 -0.3%
WWA
649
WCG Wealth Advisors
Nevada
$22.2M +$3.02M +6,742 +15%
CWM
650
Campbell Wealth Management
Virginia
$22.1M +$38.5K +86 +0.2%
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