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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
NRW
726
Nova R Wealth
Kansas
$17M +$399K +946 +3%
SS
727
Sunbelt Securities
Texas
$17M +$553K +1,313 +4%
VWA
728
VERITY Wealth Advisors
United States
$17M -$60.7K -144 -0.4%
EFH
729
Eaton Financial Holdings
Florida
$16.9M -$10.6M -25,055 -40%
SC
730
Sierra Capital
Florida
$16.9M -$2.86M -6,784 -15%
ML
731
McAdam LLC
Pennsylvania
$16.9M +$126K +300 +0.8%
BIP
732
Blueprint Investment Partners
North Carolina
$16.9M +$674K +1,599 +4%
BFG
733
Bleakley Financial Group
New Jersey
$16.4M -$823K -1,952 -5%
SAG
734
SageView Advisory Group
California
$16.4M +$2.25M +5,346 +17%
BFA
735
BMS Financial Advisors
South Dakota
$16.4M -$13.8M -32,760 -47%
CWG
736
Cornerstone Wealth Group
North Carolina
$16.3M +$84.3K +200 +0.6%
LCOV
737
London Company of Virginia
Virginia
$16.1M -$13.3M -31,664 -47%
SWM
738
Sanctuary Wealth Management
Idaho
$16.1M +$15.2M +36,045 New
EWM
739
EPG Wealth Management
Georgia
$16M -$127K -302 -0.8%
SGCA
740
Steel Grove Capital Advisors
Tennessee
$16M -$176K -418 -1%
HC
741
Hoese & Co
Minnesota
$15.9M +$16.9K +40 +0.1%
PWMAG
742
Pinnacle Wealth Management Advisory Group
New Jersey
$15.9M +$1.12M +2,662 +8%
NVCHI
743
New Vernon Capital Holdings II
New Jersey
$15.9M -$745K -1,767 -5%
GG
744
GenWealth Group
New Jersey
$15.8M +$240K +569 +2%
HR
745
Hardy Reed
Mississippi
$15.8M +$11K +26 +0.1%
FNT
746
First National Trust
Pennsylvania
$15.8M -$1.79M -4,250 -11%
HSWM
747
Hubbell Strickland Wealth Management
Louisiana
$15.8M +$67.8K +161 +0.5%
WFA
748
Wellspring Financial Advisors
Ohio
$15.8M +$266K +632 +2%
CAC
749
Certified Advisory Corp
Florida
$15.7M -$517K -1,226 -3%
BPCE
750
Bank Pictet & Cie (Europe)
Germany
$15.6M – – –
28 29
30
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