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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
BIAS
626
Beacon Investment Advisory Services
New Jersey
$28.6M -$170K -380 -0.6%
RCM
627
Rain Capital Management
Oregon
$28.6M +$109K +243 +0.4%
SVWG
628
Shared Vision Wealth Group
United States
$28.6M +$26.8M +59,791 New
WF
629
Williams Financial
Vermont
$28.5M -$132K -295 -0.5%
WPW
630
Watershed Private Wealth
Illinois
$28.5M +$2.02M +4,521 +8%
ERWM
631
Elk River Wealth Management
Colorado
$28.5M +$172K +385 +0.6%
CA
632
CoreCap Advisors
Michigan
$28.5M +$6.97M +15,580 +35%
JEST
633
JTC Employer Solutions Trustee
Jersey
$28.4M +$4.57M +10,200 +21%
WFAG
634
Wescott Financial Advisory Group
Pennsylvania
$28.3M +$1.23M +2,737 +5%
CIA
635
Capital Investment Advisors
Georgia
$28.2M +$2.37M +5,287 +10%
GWM
636
GDS Wealth Management
Texas
$28.1M +$63.1K +141 +0.2%
VCP
637
Verus Capital Partners
Arizona
$28.1M +$6.84M +15,274 +35%
VCM
638
Verger Capital Management
North Carolina
$28M -$1.07M -2,385 -4%
CTA
639
Colonial Trust Advisors
South Carolina
$27.9M -$198K -442 -0.8%
BFP
640
Beacon Financial Planning
Massachusetts
$27.6M -$110K -245 -0.4%
ACA
641
Affinity Capital Advisors
California
$27.5M +$4.91M +10,975 +24%
FWA
642
FOCUS Wealth Advisors
Texas
$27.5M +$98K +219 +0.4%
PFPT
643
Pinnacle Financial Partners (Tennessee)
Tennessee
$27.4M -$2.29M -5,116 -8%
CAWM
644
Capital Advisors Wealth Management
Washington
$27.4M +$1.74M +3,895 +7%
PGA
645
Portland Global Advisors
Maine
$27.4M +$1.65M +3,677 +7%
CPIG
646
Chicago Partners Investment Group
Illinois
$27.4M +$170K +380 +0.7%
AWM
647
Avondale Wealth Management
Texas
$27.3M -$298K -665 -1%
KCM
648
Kanawha Capital Management
Virginia
$27.2M +$1.34M +2,990 +6%
WQ
649
Wealth Quarterback
New Jersey
$27M +$17.5M +39,028 +223%
OGF
650
Orin Green Financial
California
$27M -$389K -868 -2%
24 25
26
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