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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
RFO
701
RiverGlades Family Offices
Florida
$27.9M -$25.2K -48 -0.1%
MFG
702
Monumental Financial Group
Maryland
$27.8M +$3.05M +5,808 +13%
SAS
703
Sage Advisory Services
Texas
$27.7M -$16.9M -32,149 -39%
CWP
704
Corepath Wealth Partners
Arizona
$27.5M -$440K -836 -2%
GCA
705
Gradient Capital Advisors
California
$27.5M -$1.03M -1,968 -4%
ERWM
706
Elk River Wealth Management
Colorado
$27.4M +$198K +377 +0.8%
TGCMU
707
Titan Global Capital Management USA
New York
$27.4M +$3.49M +6,632 +15%
IFPG
708
Intrepid Financial Planning Group
Indiana
$27.3M -$413K -786 -2%
TGAM
709
TBH Global Asset Management
Tennessee
$27.2M -$1.83M -3,473 -7%
PGFC
710
Peapack-Gladstone Financial Corp
New Jersey
$27.2M +$1.97M +3,750 +8%
IA
711
IFP Advisors
Florida
$27.1M -$3.25M -6,187 -11%
PO
712
Private Ocean
California
$26.9M +$12.8M +24,312 +98%
VFP
713
Verus Financial Partners
Virginia
$26.9M -$468K -890 -2%
WHCFA
714
William Howard & Co Financial Advisors
Tennessee
$26.8M -$286K -544 -1%
TC
715
Trilogy Capital
California
$26.8M -$523K -995 -2%
CAAM
716
Cornerstone Advisors Asset Management
Pennsylvania
$26.7M -$304K -579 -1%
CAM
717
Cobblestone Asset Management
Virginia
$26.6M -$6.34M -12,065 -20%
SCA
718
Sandy Cove Advisors
Massachusetts
$26.5M +$1.31M +2,493 +5%
BHWM
719
Bay Harbor Wealth Management
Maryland
$26.4M -$4.44M -8,435 -15%
JWM
720
JGP Wealth Management
Oregon
$26.3M +$18.2M +34,686 +260%
MCCA
721
Mill Creek Capital Advisors
Pennsylvania
$26.2M +$5.41M +10,279 +27%
OCM
722
One Capital Management
California
$26.1M +$1.24M +2,364 +5%
RWA
723
River Wealth Advisors
Pennsylvania
$26.1M +$842K +1,602 +3%
SP
724
SWS Partners
Ohio
$25.8M -$826K -1,571 -3%
VC
725
Vestor Capital
Illinois
$25.7M -$582K -1,107 -2%
27 28
29
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