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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CQWA
676
Chokshi & Queen Wealth Advisors
California
$53.3M +$1.62M +2,226 +3%
SFG
677
Snider Financial Group
Washington
$53.2M +$4.04M +5,552 +8%
AIA
678
Armor Investment Advisors
North Carolina
$53M +$875K +1,201 +2%
CWG
679
Cornerstone Wealth Group
North Carolina
$52.9M -$1.3M -1,783 -2%
BWP
680
BlueStem Wealth Partners
Minnesota
$52.8M -$1.33M -1,824 -3%
RA
681
Rational Advisors
New York
$52.3M +$12.4M +17,096 +32%
SCM
682
Spreng Capital Management
Ohio
$51.9M +$383K +526 +0.8%
1WM
683
1900 Wealth Management
Texas
$51.9M +$93.9K +129 +0.2%
MA
684
MCF Advisors
Kentucky
$51.7M -$106K -145 -0.2%
SAM
685
Silvercrest Asset Management
New York
$51.7M -$125K -172 -0.2%
SHGA
686
Sand Hill Global Advisors
California
$51.7M -$2.77M -3,800 -5%
B
687
Bailard
California
$51.7M +$61.9K +85 +0.1%
CPIG
688
Chicago Partners Investment Group
Illinois
$51.6M +$1.78M +2,443 +4%
SFA
689
Salus Financial Advisors
Colorado
$51.6M +$2.11M +2,901 +4%
LWM
690
Latko Wealth Management
Illinois
$50.6M -$636K -873 -1%
WTB
691
Washington Trust Bank
Washington
$50.5M +$1.7M +2,329 +4%
PA
692
Procyon Advisors
Connecticut
$50.3M +$39M +53,594 +393%
SA
693
Sovran Advisors
California
$50.3M +$11.1M +15,231 +29%
PPG
694
Peak Planning Group
Colorado
$50.3M +$2.14M +2,945 +5%
WCM
695
WealthBridge Capital Management
Ohio
$50.3M +$1.48M +2,037 +3%
AFP
696
Alpha Financial Partners
Kentucky
$50.2M -$1.44M -1,980 -3%
VPW
697
Vaquero Private Wealth
Texas
$50.1M +$48.7M +66,930 New
PVAMC
698
PPS&V Asset Management Consultants
Michigan
$50M -$1.43M -1,965 -3%
CAWM
699
Capital Advisors Wealth Management
Washington
$49.6M +$2.17M +2,974 +5%
AIP
700
Ameritas Investment Partners
Nebraska
$49.5M -$5.46M -7,493 -10%
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