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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
DWT
626
Dorsey & Whitney Trust
South Dakota
$33.7M +$2.18M +4,142 +7%
MFC
627
Morris Financial Concepts
South Carolina
$33.6M +$2.27M +4,316 +8%
FCA
628
FinTrust Capital Advisors
South Carolina
$33.6M +$827K +1,572 +3%
CFIA
629
Cantor Fitzgerald Investment Advisors
New York
$33.3M -$1.85M -3,512 -5%
HF
630
Halpern Financial
Virginia
$33.3M -$456K -868 -1%
PFS
631
Prospera Financial Services
Texas
$33.1M -$15.2M -28,983 -32%
VA
632
Valmark Advisers
Ohio
$32.8M +$3.04M +5,777 +11%
BA
633
Bellwether Advisors
Nebraska
$32.8M -$41K -78 -0.1%
CFP
634
Cypress Financial Planning
New Jersey
$32.8M +$506K +963 +2%
IFG
635
Independent Financial Group
California
$32.8M +$4.19M +7,967 +15%
CAWM
636
Capital Advisors Wealth Management
Washington
$32.8M +$527K +1,003 +2%
SFG
637
Snider Financial Group
Washington
$32.8M +$6.89M +13,111 +28%
CTA
638
Colonial Trust Advisors
South Carolina
$32.8M +$194K +369 +0.6%
NCM
639
Novare Capital Management
North Carolina
$32.8M +$1.36M +2,593 +5%
CT
640
Coastline Trust
Rhode Island
$32.6M +$586K +1,114 +2%
FA
641
Fermata Advisors
California
$32.5M -$154K -293 -0.5%
AC
642
Asio Capital
Kentucky
$32.5M +$5.25M +9,983 +20%
JEST
643
JTC Employer Solutions Trustee
Jersey
$32.5M – – –
EWA
644
Exencial Wealth Advisors
Oklahoma
$32.3M -$3.39M -6,447 -10%
GSWM
645
Greenup Street Wealth Management
Michigan
$32.1M -$1.82M -3,462 -6%
NVCHI
646
New Vernon Capital Holdings II
New Jersey
$32M +$4.98M +9,474 +19%
DWM
647
Drive Wealth Management
Utah
$31.9M +$2.43M +4,612 +9%
HR
648
Howe & Rusling
New York
$31.8M +$2.84M +5,395 +10%
IWM
649
IHT Wealth Management
Illinois
$31.8M +$1.5M +2,856 +5%
BIAS
650
Beacon Investment Advisory Services
New Jersey
$31.8M -$460K -874 -1%
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