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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
MWS
701
Maxwell Wealth Strategies
California
$34.4M +$9.79M +16,541 +40%
EWA
702
Exencial Wealth Advisors
Oklahoma
$34.3M +$268K +452 +0.8%
BHB
703
Bank Hapoalim BM
Israel
$34.2M – – –
VA
704
Valmark Advisers
Ohio
$34.2M +$766K +1,294 +2%
BWM
705
BankPlus Wealth Management
Mississippi
$34.2M +$34.4M +58,045 New
CFFNO
706
Common Fund For Nonprofit Organizations
Connecticut
$34M +$123K +208 +0.4%
AFG
707
Arkansas Financial Group
Arkansas
$34M +$674K +1,139 +2%
CTA
708
Camelot Technology Advisors
California
$33.9M +$943K +1,593 +3%
WCM
709
Windsor Capital Management
Arizona
$33.8M -$131K -221 -0.4%
BFS
710
Bare Financial Services
Pennsylvania
$33.8M +$597K +1,008 +2%
CPIG
711
Chicago Partners Investment Group
Illinois
$33.7M +$729K +1,231 +2%
PMWMG
712
Parr McKnight Wealth Management Group
Minnesota
$33.7M +$33.9M +57,259 New
NCM
713
Next Capital Management
New York
$33.7M +$98.8K +167 +0.3%
CW
714
CreativeOne Wealth
Kansas
$33.7M +$983K +1,660 +3%
AFPL
715
Advus Financial Partners, LLC
Florida
$33.6M -$6.08M -10,265 -15%
BFG
716
Beacon Financial Group
Texas
$33.5M +$899K +1,519 +3%
LF
717
Lantz Financial
Illinois
$33.4M -$275K -464 -0.8%
SFG
718
Somnio Financial Group
Connecticut
$33.4M +$802K +1,355 +2%
CCFM
719
Clear Creek Financial Management
Washington
$33.4M -$7.42M -12,529 -18%
SFG
720
Snider Financial Group
Washington
$33.4M -$1.41M -2,378 -4%
SSCM
721
Spectrum Strategic Capital Management
Oregon
$33.3M +$10.7M +18,077 +47%
SWM
722
SigFig Wealth Management
California
$33.2M -$9.9M -16,723 -23%
SIM
723
Stratos Investment Management
Ohio
$33M +$13M +21,916 +64%
GCA
724
Greenwood Capital Associates
South Carolina
$32.9M +$4.96M +8,379 +18%
WC
725
Waterloo Capital
Texas
$32.9M +$25.5K +43 +0.1%
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