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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
676
Axxcess Wealth Management
California
$45M +$27.5M +40,478 +160%
IIA
677
Integrity Investment Advisors
Colorado
$45M -$1.12M -1,655 -2%
TPCW
678
TD Private Client Wealth
New York
$44.9M +$1.95M +2,870 +5%
SFA
679
Salus Financial Advisors
Colorado
$44.7M +$884K +1,302 +2%
WCM
680
WealthBridge Capital Management
Ohio
$44.5M +$1.28M +1,891 +3%
CW
681
CreativeOne Wealth
Kansas
$44.5M +$244K +359 +0.6%
BWM
682
Buska Wealth Management
Wisconsin
$44.5M -$12.2M -17,980 -22%
NPT
683
Nixon Peabody Trust
Massachusetts
$44.3M +$5.24M +7,721 +14%
VA
684
Valmark Advisers
Ohio
$44.2M +$1.67M +2,457 +4%
AR
685
Apeiron RIA
Texas
$44.1M +$35.7M +52,600 +469%
DWT
686
Dorsey & Whitney Trust
South Dakota
$43.8M -$720K -1,061 -2%
AFS
687
Axiom Financial Strategies
Indiana
$43.7M -$513K -755 -1%
AIA
688
Armor Investment Advisors
North Carolina
$43.7M -$295K -435 -0.7%
USCWA
689
U.S. Capital Wealth Advisors
Texas
$43.5M +$2.99M +4,402 +7%
PIAS
690
PCA Investment Advisory Services
Ohio
$43.4M +$470K +692 +1%
MOS
691
MGO One Seven
Ohio
$43.3M +$4.79M +7,055 +13%
RBWA
692
RFG - Bristol Wealth Advisors
Massachusetts
$43M +$1.76M +2,598 +4%
SHIM
693
Stone House Investment Management
Pennsylvania
$42.9M +$680K +1,001 +2%
SFG
694
Snider Financial Group
Washington
$42.9M +$2.07M +3,046 +5%
ANC
695
Ames National Corp
Iowa
$42.6M +$2.42M +3,562 +6%
CAWM
696
Capital Advisors Wealth Management
Washington
$42.5M +$742K +1,093 +2%
CG
697
Cynosure Group
Utah
$42.5M +$586M +863,647 +2,181%
CT
698
Coastline Trust
Rhode Island
$42.5M +$4.27M +6,287 +11%
BFS
699
Bare Financial Services
Pennsylvania
$42.3M -$282K -416 -0.7%
CA
700
CoreCap Advisors
Michigan
$42.1M +$2.08M +3,057 +5%
26 27
28
29 30