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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
ZRP
701
Zynergy Retirement Planning
New Jersey
$28M +$26.9M +51,127 New
RFO
702
RiverGlades Family Offices
Florida
$27.9M -$25.2K -48 -0.1%
MFG
703
Monumental Financial Group
Maryland
$27.8M +$3.05M +5,808 +13%
SAS
704
Sage Advisory Services
Texas
$27.7M -$16.9M -32,149 -39%
CWP
705
Corepath Wealth Partners
Arizona
$27.5M -$440K -836 -2%
GCA
706
Gradient Capital Advisors
California
$27.5M -$1.03M -1,968 -4%
ERWM
707
Elk River Wealth Management
Colorado
$27.4M +$198K +377 +0.8%
TGCMU
708
Titan Global Capital Management USA
New York
$27.4M +$3.49M +6,632 +15%
IFPG
709
Intrepid Financial Planning Group
Indiana
$27.3M -$413K -786 -2%
TGAM
710
TBH Global Asset Management
Tennessee
$27.2M -$1.83M -3,473 -7%
PGFC
711
Peapack-Gladstone Financial Corp
New Jersey
$27.2M +$1.97M +3,750 +8%
IA
712
IFP Advisors
Florida
$27.1M -$3.25M -6,187 -11%
PO
713
Private Ocean
California
$26.9M +$12.8M +24,312 +98%
VFP
714
Verus Financial Partners
Virginia
$26.9M -$468K -890 -2%
WHCFA
715
William Howard & Co Financial Advisors
Tennessee
$26.8M -$286K -544 -1%
TC
716
Trilogy Capital
California
$26.8M -$523K -995 -2%
CAAM
717
Cornerstone Advisors Asset Management
Pennsylvania
$26.7M -$304K -579 -1%
CAM
718
Cobblestone Asset Management
Virginia
$26.6M -$6.34M -12,065 -20%
SCA
719
Sandy Cove Advisors
Massachusetts
$26.5M +$1.31M +2,493 +5%
BHWM
720
Bay Harbor Wealth Management
Maryland
$26.4M -$4.44M -8,435 -15%
JWM
721
JGP Wealth Management
Oregon
$26.3M +$18.2M +34,686 +260%
MCCA
722
Mill Creek Capital Advisors
Pennsylvania
$26.2M +$5.41M +10,279 +27%
OCM
723
One Capital Management
California
$26.1M +$1.24M +2,364 +5%
RWA
724
River Wealth Advisors
Pennsylvania
$26.1M +$842K +1,602 +3%
SP
725
SWS Partners
Ohio
$25.8M -$826K -1,571 -3%
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