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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
GCA
751
Gradient Capital Advisors
California
$29M +$739K +1,251 +2%
GLA
752
Good Life Advisors
Pennsylvania
$29M +$9.04M +15,306 +42%
DAS
753
Dynamic Advisor Solutions
Arizona
$28.9M +$905K +1,533 +3%
CWP
754
Corepath Wealth Partners
Arizona
$28.9M +$2.13M +3,611 +7%
RFO
755
RiverGlades Family Offices
Florida
$28.8M -$23.6K -40 -0.1%
S
756
SignatureFD
Georgia
$28.8M -$455K -770 -1%
ERWM
757
Elk River Wealth Management
Colorado
$28.7M +$642K +1,088 +2%
KWS
758
Keystone Wealth Services
California
$28.6M -$171K -290 -0.6%
BA
759
Ballew Advisors
Mississippi
$28.4M +$911K +1,543 +3%
AFW
760
Atlantic Family Wealth
Florida
$28.3M +$1.21M +2,050 +4%
CFP
761
Cascade Financial Partners
California
$28.3M +$296K +502 +1%
CNBOF
762
City National Bank of Florida
Florida
$28.3M +$1.93M +3,272 +7%
CFP
763
Cypress Financial Planning
New Jersey
$28.2M -$3.04M -5,147 -9%
CA
764
CoreCap Advisors
Michigan
$28.2M -$5.94M -10,055 -17%
LF
765
Lantz Financial
Illinois
$28.2M -$3.89M -6,583 -12%
ALA
766
Atlas Legacy Advisors
California
$28.2M -$859K -1,455 -3%
RWA
767
River Wealth Advisors
Pennsylvania
$28.2M +$621K +1,051 +2%
NIWA
768
New Insight Wealth Advisors
California
$28.2M +$2.01M +3,404 +7%
KFA
769
Kapstone Financial Advisors
Ohio
$28.1M +$1.18M +2,000 +4%
CIAS
770
CBIZ Investment Advisory Services
Ohio
$28.1M +$10.6M +17,922 +56%
LPFG
771
Landing Point Financial Group
Ohio
$27.8M -$766K -1,298 -3%
VC
772
Vestor Capital
Illinois
$27.8M +$1.06M +1,801 +4%
IA
773
IFP Advisors
Florida
$27.7M +$1.4M +2,366 +5%
SXL
774
Summit X LLC
Missouri
$27.6M -$1.38M -2,340 -5%
CAAM
775
Cornerstone Advisors Asset Management
Pennsylvania
$27.6M +$261K +442 +0.9%
29 30
31
32 33