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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
701
Arkansas Financial Group
Arkansas
$42.1M -$247K -364 -0.6%
GAB
702
German American Bancorp
Indiana
$42M +$2.96M +4,357 +8%
FHC
703
Fort Henry Capital
West Virginia
$42M -$706K -1,040 -2%
NPF
704
Norris Perne & French
Michigan
$41.9M +$653K +962 +2%
SW
705
SteelPeak Wealth
California
$41.8M -$4.5M -6,624 -10%
NWM
706
Nolet Wealth Management
Texas
$41.7M +$41.4M +60,954 New
PHWM
707
Palatine Hill Wealth Management
Michigan
$41.7M +$41.4M +60,942 New
NF
708
Napier Financial
Massachusetts
$41.7M +$41.3M +60,850 New
IWMA
709
Ironwood Wealth Management (Arizona)
Arizona
$41.6M +$1.9M +2,803 +5%
OCM
710
One Capital Management
California
$41.6M +$12.9M +18,999 +45%
HFA
711
High Falls Advisors
New York
$41.5M +$744K +1,095 +2%
PPG
712
Peak Planning Group
Colorado
$41.5M +$19.2M +28,268 +88%
BRWA
713
B. Riley Wealth Advisors
Florida
$41.4M -$1.12M -1,650 -3%
LPFG
714
Landing Point Financial Group
Ohio
$41.3M +$2.28M +3,362 +6%
KFA
715
Kelleher Financial Advisors
New York
$41.3M -$6.62M -9,742 -14%
CS
716
Cisco Systems
California
$41.1M – – –
MFC
717
Morris Financial Concepts
South Carolina
$41.1M -$558K -821 -1%
DJYG
718
David J. Yvars Group
Florida
$40.9M +$2.2M +3,246 +6%
CIAS
719
CBIZ Investment Advisory Services
Ohio
$40.9M -$162K -238 -0.4%
GCA
720
Greenwood Capital Associates
South Carolina
$40.8M -$423K -623 -1%
LA
721
Legacy Advisors
Pennsylvania
$40.7M +$14.3M +21,082 +55%
VWWMG
722
Vermillion & White Wealth Management Group
Pennsylvania
$40.5M +$1.27M +1,864 +3%
WCM
723
Windsor Capital Management
Arizona
$40.5M -$68.6K -101 -0.2%
FB
724
Fulton Bank
Pennsylvania
$40.3M +$3.39M +4,985 +9%
RCAG
725
Rehmann Capital Advisory Group
Michigan
$40.2M -$2.05M -3,013 -5%
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