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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
WDG
701
Wealth Dimensions Group
Ohio
$16M +$4.45M +11,528 +38%
SWMG
702
Sanchez Wealth Management Group
Florida
$15.9M +$1.54K +4 +0%
BFG
703
Bleakley Financial Group
New Jersey
$15.8M +$15.9M +41,244 New
TA
704
Tiedemann Advisors
New York
$15.8M +$795K +2,060 +5%
SF
705
Synovus Financial
Georgia
$15.8M -$454K -1,176 -3%
HR
706
Howe & Rusling
New York
$15.8M -$33.6K -87 -0.2%
KPWS
707
Kestra Private Wealth Services
Texas
$15.8M -$3M -7,774 -16%
RWMH
708
Riverpoint Wealth Management Holdings
Illinois
$15.8M -$44.8K -116 -0.3%
WSFS
709
Wilmington Savings Fund Society
Delaware
$15.7M +$1.15M +2,973 +8%
NVCHI
710
New Vernon Capital Holdings II
New Jersey
$15.7M -$1.04M -2,693 -6%
SMG
711
Smart Money Group
Texas
$15.6M -$1.3M -3,358 -8%
CAG
712
Crestwood Advisors Group
Massachusetts
$15.5M +$5.03M +13,024 +48%
EWM
713
Evermay Wealth Management
Virginia
$15.5M +$240K +621 +2%
SF
714
Summit Financial
New Jersey
$15.4M -$168K -436 -1%
MWP
715
Moller Wealth Partners
$15.4M +$748K +1,938 +5%
CWG
716
Cornerstone Wealth Group
North Carolina
$15.4M -$8.8M -22,792 -36%
LA
717
Legacy Advisors
Pennsylvania
$15.3M +$13.6M +35,325 +777%
TWM
718
Trevian Wealth Management
Massachusetts
$15.2M -$3.25M -8,429 -18%
BWP
719
Bernardo Wealth Planning
Pennsylvania
$15.1M +$91.8K +238 +0.6%
WEG
720
World Equity Group
Illinois
$15M -$7.04M -18,241 -32%
VC
721
Vestor Capital
Illinois
$15M -$154K -400 -1%
HI
722
Human Investing
Oregon
$15M -$549K -1,422 -4%
FAM
723
Frontier Asset Management
Wyoming
$15M +$2.87M +7,435 +24%
HC
724
Hoese & Co
Minnesota
$15M +$79.9K +207 +0.6%
CA
725
CoreCap Advisors
Michigan
$14.9M +$423K +1,097 +3%
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