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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
701
Schoolcraft Capital
Colorado
$38M -$1.34M -2,078 -4%
KFA
702
Kapstone Financial Advisors
Ohio
$38M +$2.26M +3,507 +7%
PCP
703
Panoramic Capital Partners
Oregon
$38M +$1.05M +1,631 +3%
ZRP
704
Zynergy Retirement Planning
New Jersey
$38M -$195K -302 -0.5%
MFA
705
Mayflower Financial Advisors
Massachusetts
$38M -$1.51M -2,341 -4%
IWM
706
Integris Wealth Management
California
$37.9M -$1.63M -2,525 -4%
PMWMG
707
Parr McKnight Wealth Management Group
Minnesota
$37.8M +$1.39M +2,151 +4%
DJYG
708
David J. Yvars Group
Florida
$37.8M +$245K +381 +0.7%
SSWM
709
Sheets Smith Wealth Management
North Carolina
$37.8M -$868K -1,348 -2%
MOS
710
MGO One Seven
Ohio
$37.6M +$2.99M +4,647 +9%
PPW
711
PACK Private Wealth
Minnesota
$37.4M +$444K +690 +1%
CT
712
Coastline Trust
Rhode Island
$37.3M -$851K -1,322 -2%
CTA
713
Camelot Technology Advisors
California
$37.2M -$1.14M -1,768 -3%
MWA
714
Monograph Wealth Advisors
California
$37.2M +$32.6M +50,680 +1,048%
WA
715
Wealth Alliance
New York
$37.1M -$591K -918 -2%
IA
716
IFP Advisors
Florida
$36.1M +$1.38M +2,136 +4%
FB
717
Fulton Bank
Pennsylvania
$36.1M +$3.96M +6,144 +13%
FA
718
Fountainhead AM
New Jersey
$35.9M -$407K -632 -1%
EWA
719
Exencial Wealth Advisors
Oklahoma
$35.7M -$139K -216 -0.4%
SWA
720
SFMG Wealth Advisors
Texas
$35.6M -$158K -246 -0.5%
ICMM
721
Integrated Capital Management (Michigan)
Michigan
$35.6M -$3.61M -5,600 -10%
KCM
722
Kanawha Capital Management
Virginia
$35.5M -$229K -356 -0.7%
DW
723
Durante & Waters
New York
$35.3M -$786K -1,220 -2%
GCA
724
Gradient Capital Advisors
California
$35.1M +$160K +248 +0.5%
CCT
725
Chemung Canal Trust
New York
$34.9M -$2.55M -3,964 -7%
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