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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
701
Hilltop Wealth Advisors
North Carolina
$16M +$15.8M +41,059 +5,977%
WDG
702
Wealth Dimensions Group
Ohio
$16M +$4.45M +11,528 +38%
SWMG
703
Sanchez Wealth Management Group
Florida
$15.9M +$1.54K +4 +0%
BFG
704
Bleakley Financial Group
New Jersey
$15.8M +$15.9M +41,244 New
TA
705
Tiedemann Advisors
New York
$15.8M +$795K +2,060 +5%
SF
706
Synovus Financial
Georgia
$15.8M -$454K -1,176 -3%
HR
707
Howe & Rusling
New York
$15.8M -$33.6K -87 -0.2%
KPWS
708
Kestra Private Wealth Services
Texas
$15.8M -$3M -7,774 -16%
RWMH
709
Riverpoint Wealth Management Holdings
Illinois
$15.8M -$44.8K -116 -0.3%
WSFS
710
Wilmington Savings Fund Society
Delaware
$15.7M +$1.15M +2,973 +8%
NVCHI
711
New Vernon Capital Holdings II
New Jersey
$15.7M -$1.04M -2,693 -6%
SMG
712
Smart Money Group
Texas
$15.6M -$1.3M -3,358 -8%
CAG
713
Crestwood Advisors Group
Massachusetts
$15.5M +$5.03M +13,024 +48%
EWM
714
Evermay Wealth Management
Virginia
$15.5M +$240K +621 +2%
SF
715
Summit Financial
New Jersey
$15.4M -$168K -436 -1%
MWP
716
Moller Wealth Partners
$15.4M +$748K +1,938 +5%
CWG
717
Cornerstone Wealth Group
North Carolina
$15.4M -$8.8M -22,792 -36%
LA
718
Legacy Advisors
Pennsylvania
$15.3M +$13.6M +35,325 +777%
TWM
719
Trevian Wealth Management
Massachusetts
$15.2M -$3.25M -8,429 -18%
BWP
720
Bernardo Wealth Planning
Pennsylvania
$15.1M +$91.8K +238 +0.6%
WEG
721
World Equity Group
Illinois
$15M -$7.04M -18,241 -32%
VC
722
Vestor Capital
Illinois
$15M -$154K -400 -1%
HI
723
Human Investing
Oregon
$15M -$549K -1,422 -4%
FAM
724
Frontier Asset Management
Wyoming
$15M +$2.87M +7,435 +24%
HC
725
Hoese & Co
Minnesota
$15M +$79.9K +207 +0.6%
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