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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
PMWMG
726
Parr McKnight Wealth Management Group
Minnesota
$30.8M -$1.41M -2,390 -4%
CWS
727
Cypress Wealth Services
California
$30.8M -$3.09M -5,239 -9%
SIM
728
Stratos Investment Management
Ohio
$30.7M -$876K -1,483 -3%
AFPL
729
Advus Financial Partners, LLC
Florida
$30.6M -$1.56M -2,637 -5%
KCM
730
Kanawha Capital Management
Virginia
$30.5M -$442K -749 -1%
DCM
731
Disciplina Capital Management
Tennessee
$30.4M – – –
ANC
732
Ames National Corp
Iowa
$30.2M +$1.46M +2,470 +5%
FA
733
Fermata Advisors
California
$30.1M -$5.49M -9,292 -15%
ICMM
734
Integrated Capital Management (Michigan)
Michigan
$29.8M +$178K +301 +0.6%
CCFM
735
Clear Creek Financial Management
Washington
$29.8M -$2.15M -3,648 -6%
SP
736
SWS Partners
Ohio
$29.7M -$467K -790 -1%
BFS
737
BridgePort Financial Solutions
Iowa
$29.7M +$540K +915 +2%
PIAS
738
PCA Investment Advisory Services
Ohio
$29.7M +$4.67M +7,907 +18%
SFFS
739
Stonehage Fleming Financial Services
Jersey
$29.6M +$3.34M +5,660 +12%
CWA
740
Continuum Wealth Advisors
New York
$29.5M -$185K -313 -0.6%
AFS
741
Axiom Financial Strategies
Indiana
$29.5M -$53.1K -90 -0.2%
BFP
742
Beacon Financial Planning
Massachusetts
$29.5M -$287K -486 -0.9%
CT
743
Coastline Trust
Rhode Island
$29.4M +$666K +1,127 +2%
CPA
744
Capital Performance Advisors
California
$29.4M +$18.2M +30,819 +143%
PPW
745
PACK Private Wealth
Minnesota
$29.4M -$674K -1,142 -2%
VCP
746
Verus Capital Partners
Arizona
$29.4M -$886K -1,500 -3%
MC
747
Middleton & Co
Massachusetts
$29.4M -$233K -395 -0.8%
OCBCO
748
Oversea-Chinese Banking Corp (OCBC)
Singapore
$29.3M – – –
VA
749
VestGen Advisors
Illinois
$29.3M +$30.8M +52,103 New
DW
750
Durante & Waters
New York
$29.2M +$304K +515 +1%
28 29
30
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