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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
TNB
676
TCF National Bank
South Dakota
$11.7M +$149K +419 +1%
LAS
677
Lloyd Advisory Services
Georgia
$11.6M +$4.36M +12,259 +65%
SFG
678
Sovereign Financial Group
Connecticut
$11.6M +$11M +30,964 New
PGWM
679
Parisi Gray Wealth Management
New Jersey
$11.6M +$72.3K +203 +0.7%
KW
680
KWB Wealth
California
$11.6M +$11M +30,884 New
OBWG
681
Onyx Bridge Wealth Group
New York
$11.5M +$10.9M +30,680 New
FPW
682
Flagship Private Wealth
Massachusetts
$11.5M +$10.9M +30,511 New
LCOV
683
London Company of Virginia
Virginia
$11.4M -$1.33M -3,733 -11%
PVH
684
Psagot Value Holdings
Israel
$11.4M +$294K +826 +3%
TFF
685
The Family Firm
Maryland
$11.4M -$326K -916 -3%
BHWM
686
Bay Harbor Wealth Management
Maryland
$11.4M +$1.27M +3,557 +13%
GIA
687
Gladstone Institutional Advisory
Florida
$11.3M -$205K -576 -2%
BRM
688
Boston Research & Management
Massachusetts
$11.2M +$20.3K +57 +0.2%
JHCP
689
Jackson Hole Capital Partners
Oklahoma
$11.1M +$47K +132 +0.4%
SLF
690
Sun Life Financial
Ontario, Canada
$11.1M – – –
AIA
691
Avalon Investment & Advisory
Texas
$11.1M +$32.4K +91 +0.3%
PEA
692
Pacific Edge Advisors
California
$11M -$445K -1,250 -4%
WFA
693
Wellspring Financial Advisors
Ohio
$11M -$1.37M -3,854 -12%
CHA
694
Cooper/Haims Advisors
New York
$11M -$54.1K -152 -0.5%
FA
695
Forefront Analytics
Pennsylvania
$10.9M +$256K +719 +3%
PF
696
Phoenix Financial
Israel
$10.8M -$3.89M -10,940 -27%
PA
697
PFG Advisors
Arizona
$10.8M -$2.44M -6,867 -19%
RWA
698
Redhawk Wealth Advisors
Minnesota
$10.8M +$4.56M +12,813 +80%
VA
699
Valmark Advisers
Ohio
$10.8M +$1.91M +5,376 +23%
HIA
700
Harbor Investment Advisory
Maryland
$10.7M -$99K -278 -1%
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