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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
651
FCG Advisors
New Jersey
$7.52M +$1.27M +4,158 +17%
CFC
652
Coyle Financial Counsel
Illinois
$7.52M -$113K -370 -1%
NG
653
NatWest Group
United Kingdom
$7.48M – – –
BWA
654
Beam Wealth Advisors
Louisiana
$7.48M +$2.69M +8,783 +44%
PCM
655
Pennsylvania Capital Management
Pennsylvania
$7.46M +$180K +589 +2%
HIA
656
Harbor Investment Advisory
Maryland
$7.44M -$120K -391 -1%
WCWM
657
Wooster Corthell Wealth Management
Connecticut
$7.38M +$6.29M +20,523 +256%
GFS
658
GYL Financial Synergies
Connecticut
$7.37M +$328K +1,071 +4%
PFA
659
Pinnacle Family Advisors
Missouri
$7.37M -$4.18M -13,631 -33%
RIM
660
Rakuten Investment Management
Japan
$7.35M +$797K +2,600 +10%
AAS
661
Annex Advisory Services
Wisconsin
$7.34M -$1.74M -5,687 -17%
AW
662
ACG Wealth
Georgia
$7.28M -$465K -1,516 -5%
AWE
663
Avidian Wealth Enterprises
Texas
$7.25M +$3.41M +11,127 +66%
GAM
664
Gould Asset Management
California
$7.25M -$1.06M -3,465 -11%
AMG
665
Asset Management Group
Connecticut
$7.23M +$177K +576 +2%
IB
666
Intrust Bank
Kansas
$7.17M +$1.84M +6,015 +28%
WB
667
Webster Bank
Connecticut
$7.16M – – –
RA
668
Rational Advisors
New York
$7.11M +$1.62M +5,303 +24%
ARG
669
Advisory Resource Group
Oklahoma
$7.11M +$417K +1,360 +5%
SFG
670
StrategIQ Financial Group
Indiana
$7.09M +$724K +2,362 +9%
PCM
671
Parsons Capital Management
Rhode Island
$7.03M +$11K +36 +0.1%
MCM
672
Maxim Capital Management
California
$6.95M -$773K -2,524 -9%
EWA
673
EP Wealth Advisors
California
$6.94M -$678K -2,214 -8%
BHWM
674
Bay Harbor Wealth Management
Maryland
$6.94M +$1.47M +4,788 +22%
PFPT
675
Pinnacle Financial Partners (Tennessee)
Tennessee
$6.91M -$1.78M -5,810 -18%
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