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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
701
Capital Advantage
California
$2.63M -$56.6K -216 -2%
MA
702
Mutual Advisors
Nebraska
$2.63M +$2.56M +9,778 New
FPGK
703
Financial Partners Group (Kansas)
Kansas
$2.63M +$2.56M +9,768 New
ZB
704
Zions Bancorporation
Utah
$2.63M -$537K -2,049 -17%
OFG
705
OmniStar Financial Group
North Carolina
$2.61M +$2.54M +9,708 New
BO
706
BRR OpCo
Ohio
$2.6M -$389K -1,485 -13%
FG
707
Fiduciary Group
Georgia
$2.58M -$31.9K -122 -1%
OPWM
708
Oak Point Wealth Management
Michigan
$2.56M +$2.5M +9,546 New
CF
709
Centaurus Financial
California
$2.54M +$2.47M +9,429 New
SWM
710
Sequoia Wealth Management
Illinois
$2.53M +$2.4M +9,179 New
FWM
711
Frontier Wealth Management
Missouri
$2.52M -$303K -1,156 -11%
CT
712
CPF Texas
Texas
$2.51M +$2.45M +9,340 New
CBT
713
Central Bank & Trust
Kentucky
$2.5M -$1.82M -6,941 -43%
SFG
714
SNS Financial Group
Minnesota
$2.5M -$108K -412 -4%
AF
715
Affiance Financial
Minnesota
$2.48M -$319K -1,220 -12%
RA
716
RFG Advisory
Alabama
$2.46M +$158K +604 +7%
SGCA
717
Steel Grove Capital Advisors
Tennessee
$2.44M -$264K -1,007 -10%
HPWM
718
Highland Private Wealth Management
Washington
$2.44M +$189K +720 +9%
CDIA
719
Capital Directions Investment Advisors
Georgia
$2.37M +$263K +1,006 +13%
FCT
720
Family Capital Trust
Massachusetts
$2.37M +$2.16M +8,241 +1,477%
DC
721
Davenport & Co
Virginia
$2.36M -$8.9K -34 -0.4%
FPTW
722
Franklin, Parlapiano, Turner & Welch
Texas
$2.35M -$24.4K -93 -1%
MSAM
723
Moloney Securities Asset Management
Missouri
$2.35M +$17.3K +66 +0.8%
BG
724
Bahl & Gaynor
Ohio
$2.32M +$1.01M +3,867 +81%
NCM
725
Novare Capital Management
North Carolina
$2.3M -$30.9K -118 -1%
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