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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
EK
751
Evensky & Katz
Florida
$9.29M -$169K -476 -2%
AL
752
ADE LLC
Maryland
$9.27M +$8.79M +24,702 New
FFS
753
Founders Financial Securities
Maryland
$9.15M +$4.19M +11,763 +93%
IC
754
Intersect Capital
California
$9.1M +$833K +2,341 +11%
SFA
755
Sequoia Financial Advisors
Ohio
$9.08M -$203K -570 -2%
PWM
756
Perigon Wealth Management
California
$9.03M -$68.7K -193 -0.8%
FC
757
Fulcrum Capital
Washington
$9.01M +$1.25M +3,507 +17%
GG
758
Gofen & Glossberg
Illinois
$9.01M +$410K +1,153 +5%
TC
759
TownSquare Capital
Utah
$8.96M +$264K +743 +3%
GBT
760
Grove Bank & Trust
Florida
$8.95M +$193K +543 +2%
VMPIC
761
Varma Mutual Pension Insurance Co
Finland
$8.93M – – –
SI
762
Stephens Inc
Arkansas
$8.91M +$1.22M +3,433 +17%
MWM
763
Mascoma Wealth Management
New Hampshire
$8.88M +$8.42M +23,659 New
TNB
764
Thomasville National Bank
Georgia
$8.83M +$214K +602 +3%
TWM
765
Tradition Wealth Management
Minnesota
$8.72M +$8.26M +23,218 New
MSFS
766
Main Street Financial Solutions
Pennsylvania
$8.71M +$8.26M +23,193 New
TWP
767
TFO Wealth Partners
Ohio
$8.7M +$163K +459 +2%
CIP
768
Capital Insight Partners
Arizona
$8.65M -$43.8K -123 -0.5%
HH
769
Hilltop Holdings
Texas
$8.55M +$6.65M +18,693 +458%
PPW
770
Parcion Private Wealth
Washington
$8.48M -$9.9M -27,802 -55%
PCA
771
Providence Capital Advisors
North Carolina
$8.48M +$541K +1,520 +7%
MWM
772
MinichMacGregor Wealth Management
New York
$8.47M +$6.16M +17,316 +330%
WCWM
773
Wooster Corthell Wealth Management
Connecticut
$8.46M -$264K -741 -3%
NNP
774
Nachman Norwood & Parrott
South Carolina
$8.42M +$29.9K +84 +0.4%
LIM
775
Leavell Investment Management
Alabama
$8.42M +$167K +469 +2%
29 30
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32 33