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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
701
One Capital Management
California
$18.8M +$589K +1,397 +3%
LA
702
Legacy Advisors
Pennsylvania
$18.8M +$1.36M +3,220 +8%
WDG
703
Wealth Dimensions Group
Ohio
$18.7M -$149K -353 -0.8%
JFG
704
JMG Financial Group
Illinois
$18.6M -$298K -706 -2%
HI
705
Harbour Investments
Wisconsin
$18.5M +$3.26M +7,734 +23%
EL
706
EQ LLC
Washington
$18.4M +$3.66M +8,690 +27%
FA
707
Fountainhead AM
New Jersey
$18.4M +$928K +2,201 +6%
MFC
708
Morris Financial Concepts
South Carolina
$18.4M +$410K +973 +2%
VC
709
Vestor Capital
Illinois
$18.4M +$495K +1,175 +3%
SWMG
710
Sanchez Wealth Management Group
Florida
$18.4M +$14.8K +35 +0.1%
IFA
711
Interactive Financial Advisors
Illinois
$18.3M -$2.57M -6,106 -13%
RWMH
712
Riverpoint Wealth Management Holdings
Illinois
$18.2M -$59K -140 -0.3%
PIAS
713
PCA Investment Advisory Services
Ohio
$18.1M -$1.12M -2,646 -6%
HI
714
Human Investing
Oregon
$18M +$721K +1,710 +4%
MWP
715
Moller Wealth Partners
$17.9M -$438K -1,040 -3%
D
716
Diversified
Delaware
$17.7M +$616K +1,462 +4%
WC
717
Waterloo Capital
Texas
$17.6M +$4.09M +9,705 +32%
BWP
718
Bernardo Wealth Planning
Pennsylvania
$17.5M -$504K -1,195 -3%
SP
719
SWS Partners
Ohio
$17.4M -$308K -732 -2%
VCP
720
Verus Capital Partners
Arizona
$17.3M +$110K +260 +0.7%
CC
721
Cadinha & Co
Hawaii
$17.2M +$1.68M +3,991 +12%
USCWA
722
U.S. Capital Wealth Advisors
Texas
$17.2M +$4.69M +11,122 +41%
SIA
723
Soltis Investment Advisors
Utah
$17.2M -$1.18M -2,791 -7%
TA
724
Tiedemann Advisors
New York
$17.1M -$300K -711 -2%
EBA
725
Eagle Bay Advisors
New York
$17M -$522K -1,239 -3%
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