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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CAWM
701
Capital Advisors Wealth Management
Washington
$16.9M +$116K +260 +0.7%
FAM
702
Frontier Asset Management
Wyoming
$16.8M +$335K +748 +2%
SC
703
Savant Capital
Illinois
$16.8M -$355K -793 -2%
MWM
704
Merriman Wealth Management
Washington
$16.8M +$6.48M +14,498 +64%
KWM
705
Keebeck Wealth Management
Illinois
$16.7M +$6.56M +14,668 +66%
PWMG
706
Provence Wealth Management Group
California
$16.6M +$6.63M +14,821 +68%
BJL
707
Brighton Jones LLC
Washington
$16.6M -$7.6K -17 -0%
PFA
708
Pinnacle Family Advisors
Missouri
$16.6M -$5.39M -12,051 -25%
IDBONY
709
Israel Discount Bank of New York
New York
$16.5M -$123K -275 -0.7%
PAG
710
Private Advisory Group
Washington
$16.4M +$3.27M +7,305 +25%
LHWM
711
Lake Hills Wealth Management
Texas
$16.4M -$6.53M -14,590 -29%
NCM
712
Next Capital Management
New York
$16.4M +$981K +2,193 +6%
NCM
713
Novare Capital Management
North Carolina
$16.3M +$3.53M +7,899 +28%
HR
714
Hardy Reed
Mississippi
$16.3M -$130K -291 -0.8%
CFO
715
CVA Family Office
Colorado
$16.3M -$627K -1,401 -4%
WF
716
Williams Financial
Vermont
$16.2M +$3.53M +7,892 +28%
PGA
717
Portland Global Advisors
Maine
$16.2M +$2.31M +5,155 +17%
KPWS
718
Kestra Private Wealth Services
Texas
$16.1M -$2.35M -5,262 -13%
GVAG
719
Great Valley Advisor Group
Delaware
$16M -$1.9M -4,251 -11%
AAS
720
Annex Advisory Services
Wisconsin
$16M -$778K -1,739 -5%
VCP
721
Verus Capital Partners
Arizona
$15.9M +$16.9M +37,686 New
CWC
722
Carolinas Wealth Consulting
North Carolina
$15.9M +$519K +1,161 +3%
SIM
723
Stratos Investment Management
Ohio
$15.9M -$99.7K -223 -0.6%
CAC
724
Certified Advisory Corp
Florida
$15.9M +$212K +473 +1%
MFC
725
Morris Financial Concepts
South Carolina
$15.8M +$460K +1,028 +3%
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