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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
651
Soltis Investment Advisors
Utah
$16.2M -$593K -1,442 -3%
CAAM
652
Cornerstone Advisors Asset Management
Pennsylvania
$16M -$411 -1 -0%
GAM
653
Gotham Asset Management
New York
$15.9M +$17.3M +42,001 New
BWCS
654
Beirne Wealth Consulting Services
Connecticut
$15.9M -$215K -523 -1%
SAM
655
Silverhawk Asset Management
Arizona
$15.8M +$173K +421 +1%
BOC
656
Bull Oak Capital
California
$15.8M +$1.03M +2,499 +6%
MFG
657
Monumental Financial Group
Maryland
$15.8M -$2.9M -7,050 -14%
MWM
658
Modera Wealth Management
New Jersey
$15.8M -$481K -1,169 -3%
SWMG
659
Sanchez Wealth Management Group
Florida
$15.7M +$31.3K +76 +0.2%
BHIA
660
Birch Hill Investment Advisors
Massachusetts
$15.7M +$365K +888 +2%
NGA
661
Naples Global Advisors
Florida
$15.7M +$4.57M +11,122 +37%
SMG
662
Smart Money Group
Texas
$15.7M +$8.41M +20,455 +97%
IWM
663
IHT Wealth Management
Illinois
$15.7M -$520K -1,263 -3%
RWMH
664
Riverpoint Wealth Management Holdings
Illinois
$15.6M +$18.9K +46 +0.1%
KPWS
665
Kestra Private Wealth Services
Texas
$15.6M +$2.36M +5,729 +16%
PFGIA
666
Patriot Financial Group Insurance Agency
Massachusetts
$15.6M +$45.7K +111 +0.3%
SF
667
Synovus Financial
Georgia
$15.5M +$173K +420 +1%
TVAMP
668
Tennessee Valley Asset Management Partners
Tennessee
$15.4M -$53.9K -131 -0.3%
EPM
669
Elm Partners Management
Pennsylvania
$15.3M +$1.16M +2,821 +8%
CAWM
670
Capital Advisors Wealth Management
Washington
$15.3M +$1.29M +3,145 +8%
EWM
671
Evermay Wealth Management
Virginia
$15.3M -$140K -341 -0.8%
SAF
672
Smith Anglin Financial
Texas
$15.3M -$13.1M -31,962 -44%
HIG
673
Heritage Investment Group
Florida
$15.2M +$2.28M +5,538 +16%
TF
674
Trek Financial
Arizona
$15.2M +$821K +1,996 +5%
FA
675
FDx Advisors
Illinois
$15.2M +$3.19M +7,765 +24%
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