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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
NF
701
Napier Financial
Massachusetts
$39.9M +$165K +241 +0.4%
MFC
702
Morris Financial Concepts
South Carolina
$39.7M +$550K +805 +1%
LS
703
LCW Services
Virginia
$39.6M +$2.43M +3,556 +6%
OSAM
704
O'Shaughnessy Asset Management
Connecticut
$39.6M +$6.99M +10,243 +20%
DWT
705
Dorsey & Whitney Trust
South Dakota
$39.5M -$2.36M -3,452 -5%
FB
706
Fulton Bank
Pennsylvania
$39.4M +$927K +1,357 +2%
VWWMG
707
Vermillion & White Wealth Management Group
Pennsylvania
$39.3M +$769K +1,126 +2%
SP
708
SWS Partners
Ohio
$39.3M +$1.39M +2,032 +3%
CCWA
709
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$39.3M -$4.96M -7,263 -11%
KFP
710
KMG Fiduciary Partners
Ohio
$39.2M -$4.47M -6,546 -10%
CS
711
Cisco Systems
California
$39.2M – – –
MFG
712
Mann Financial Group
Minnesota
$39.2M +$1.54M +2,254 +4%
KFS
713
Kelly Financial Services
Massachusetts
$39M +$12.7M +18,638 +45%
VFG
714
Valley Financial Group
Pennsylvania
$39M +$1.52M +2,219 +4%
DJYG
715
David J. Yvars Group
Florida
$38.9M -$74.4K -109 -0.2%
ZRP
716
Zynergy Retirement Planning
New Jersey
$38.9M +$1.64M +2,401 +4%
KFA
717
Kapstone Financial Advisors
Ohio
$38.9M +$932K +1,365 +2%
SFG
718
Somnio Financial Group
Connecticut
$38.7M +$491K +719 +1%
GWMR
719
GC Wealth Management RIA
Massachusetts
$38.5M +$15.4M +22,564 +62%
AF
720
Apollon Financial
South Carolina
$38.4M +$323K +473 +0.8%
PHWM
721
Palatine Hill Wealth Management
Michigan
$38.3M -$1.55M -2,264 -4%
PFA
722
Pettinga Financial Advisors
Indiana
$38.3M +$8.56M +12,531 +27%
PCP
723
Panoramic Capital Partners
Oregon
$38.3M +$1.06M +1,555 +3%
CIAS
724
CBIZ Investment Advisory Services
Ohio
$38.2M -$901K -1,319 -2%
NPF
725
Norris Perne & French
Michigan
$38.2M -$1.88M -2,751 -4%
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