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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
FPCP
751
Fort Point Capital Partners
California
$27M +$189K +340 +0.7%
FWA
752
FOCUS Wealth Advisors
Texas
$27M -$5.33M -9,593 -17%
LFG
753
Leverty Financial Group
Wisconsin
$26.9M +$135K +242 +0.5%
BEI
754
Benjamin Edwards Inc
Missouri
$26.9M +$25M +45,029 +2,883%
AAS
755
Ameritas Advisory Services
Nebraska
$26.8M -$24.9M -44,829 -49%
BWA
756
Boulder Wealth Advisors
Colorado
$26.8M -$4.48M -8,065 -15%
AA
757
ACT Advisors
North Carolina
$26.7M +$2.95M +5,302 +13%
MAG
758
MRA Advisory Group
New Jersey
$26.6M +$422K +759 +2%
MFS
759
Madrona Financial Services
Washington
$26.5M +$4.16M +7,474 +19%
SC
760
Saiph Capital
New Jersey
$26.5M -$3.68M -6,611 -13%
BHIA
761
Birch Hill Investment Advisors
Massachusetts
$26.4M +$142K +255 +0.6%
VCM
762
Verger Capital Management
North Carolina
$26.4M -$4.53M -8,145 -15%
PWMAG
763
Pinnacle Wealth Management Advisory Group
New Jersey
$26.3M +$1.29M +2,312 +5%
OCBCO
764
Oversea-Chinese Banking Corp (OCBC)
Singapore
$26M +$8.02M +14,430 +47%
AFC
765
Adaptive Financial Consulting
Ohio
$25.8M +$27.8K +50 +0.1%
CA
766
CSM Advisors
Pennsylvania
$25.8M +$22.5M +40,472 +935%
BFM
767
Boston Financial Management
Massachusetts
$25.8M -$70.1K -126 -0.3%
DT
768
Diversified Trust
Tennessee
$25.8M +$2.11M +3,794 +9%
AGC
769
Aspen Grove Capital
Colorado
$25.7M -$153K -276 -0.6%
SVWG
770
Shared Vision Wealth Group
United States
$25.7M -$1.08M -1,951 -4%
AWA
771
Arkadios Wealth Advisors
Georgia
$25.6M +$8.59M +15,446 +53%
MNBTD
772
Moody National Bank Trust Division
Texas
$25.6M -$514K -925 -2%
IFA
773
Interactive Financial Advisors
Illinois
$25.6M +$85.6K +154 +0.3%
AWM
774
Adams Wealth Management
Utah
$25.5M -$159K -286 -0.6%
CI
775
CacheTech Inc
Utah
$25.5M -$159K -286 -0.6%
29 30
31
32 33