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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
RWG
701
Regal Wealth Group
California
$13.9M +$8.86K +20 +0.1%
CF
702
Copperwynd Financial
Arizona
$13.9M +$425K +960 +3%
MPWT
703
MassMutual Private Wealth & Trust
Connecticut
$13.9M -$307K -692 -2%
CL
704
Choreo LLC
Illinois
$13.8M +$39.4K +89 +0.3%
NFG
705
Nations Financial Group
Iowa
$13.8M +$11.5M +26,038 +438%
FCA
706
FLC Capital Advisors
California
$13.7M -$31.9K -72 -0.2%
WQ
707
Wealth Quarterback
New Jersey
$13.7M +$26.9M +60,649 +156%
IC
708
Intersect Capital
California
$13.7M +$834K +1,883 +6%
FC
709
Fulcrum Capital
Washington
$13.7M +$1.71M +3,870 +14%
OWA
710
Outlook Wealth Advisors
Texas
$13.6M +$60.7K +137 +0.4%
CAS
711
Cascadia Advisory Services
Oregon
$13.6M -$2.85M -6,437 -17%
VA
712
Valmark Advisers
Ohio
$13.6M +$944K +2,130 +7%
ST
713
Sageworth Trust
Pennsylvania
$13.6M -$3.1K -7 -0%
HI
714
Horizon Investments
North Carolina
$13.6M -$14.3M -32,288 -51%
EA
715
Efficient Advisors
Ohio
$13.4M -$5.4M -12,179 -28%
BFG
716
Barber Financial Group
Kansas
$13.4M +$8.24M +18,590 +150%
FC
717
Ferris Capital
Massachusetts
$13.2M +$12.6M +28,426 New
SF
718
Summit Financial
New Jersey
$13.2M +$955K +2,154 +8%
MWA
719
Motive Wealth Advisors
Michigan
$13.1M -$541K -1,221 -4%
RIM
720
Rakuten Investment Management
Japan
$13M +$310K +700 +2%
PGFC
721
Peapack-Gladstone Financial Corp
New Jersey
$13M -$61.6K -139 -0.5%
BRM
722
Boston Research & Management
Massachusetts
$13M -$14.2K -32 -0.1%
SFG
723
StrategIQ Financial Group
Indiana
$13M +$359K +810 +3%
TFF
724
The Family Firm
Maryland
$13M -$316K -712 -2%
PFPT
725
Pinnacle Financial Partners (Tennessee)
Tennessee
$12.9M +$609K +1,374 +5%
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