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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
676
SigFig Wealth Management
California
$18.1M -$1.01M -2,269 -4%
HR
677
Howe & Rusling
New York
$18M -$440K -984 -2%
DFA
678
DHK Financial Advisors
New Hampshire
$18M +$8.72M +19,494 +97%
TWP
679
Transparent Wealth Partners
Arkansas
$18M +$16.9M +37,781 +2,011%
WEPOG
680
Wealth Enhancement & Preservation of GA
Georgia
$18M +$8.64M +19,320 +95%
SWM
681
Sanctuary Wealth Management
Idaho
$17.9M +$17.6M +39,381 New
BWP
682
Bernardo Wealth Planning
Pennsylvania
$17.9M +$1.28M +2,852 +8%
C
683
Certuity
Florida
$17.8M +$3.75M +8,394 +27%
IC
684
Iconiq Capital
California
$17.8M -$778K -1,739 -4%
WSFS
685
Wilmington Savings Fund Society
Delaware
$17.8M -$145K -324 -0.8%
FAIM
686
Financial Advocates Investment Management
Washington
$17.8M +$11M +24,524 +167%
BOC
687
Bull Oak Capital
California
$17.8M +$3.17M +7,094 +22%
VC
688
Vestor Capital
Illinois
$17.7M -$2.51M -5,615 -13%
FNT
689
First National Trust
Pennsylvania
$17.6M -$257K -574 -1%
CAN
690
Claraphi Advisory Network
United States
$17.6M +$16.1M +36,062 +1,373%
VWA
691
VERITY Wealth Advisors
United States
$17.5M +$130K +290 +0.8%
CA
692
CoreCap Advisors
Michigan
$17.5M +$5.72M +12,784 +50%
SLF
693
Sun Life Financial
Ontario, Canada
$17.5M +$3.98M +8,899 +30%
TF
694
Trek Financial
Arizona
$17.3M +$4.18M +9,345 +32%
HC
695
Hoese & Co
Minnesota
$17.3M +$3.13K +7 +0%
DJYG
696
David J. Yvars Group
Florida
$17.2M -$691K -1,544 -4%
EWM
697
EPG Wealth Management
Georgia
$17.2M +$707K +1,581 +4%
NB
698
Northwest Bancshares
Pennsylvania
$17.1M -$45.6K -102 -0.3%
EPM
699
Elm Partners Management
Pennsylvania
$17M -$2.18M -4,884 -12%
MWP
700
Moller Wealth Partners
$17M -$8.05K -18 -0%
26 27
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