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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
$31.2M +$1.02M +1,773 +4%
VFG
752
Valley Financial Group
Pennsylvania
$31.1M +$1.25M +2,174 +5%
BFP
753
Beacon Financial Planning
Massachusetts
$31M -$1.45M -2,528 -5%
PWMAG
754
Pinnacle Wealth Management Advisory Group
New Jersey
$30.8M +$988K +1,721 +4%
OIS
755
Okabena Investment Services
Minnesota
$30.8M +$20.1M +34,966 +240%
AFPL
756
Advus Financial Partners, LLC
Florida
$30.6M -$2.94M -5,116 -9%
VFP
757
Verus Financial Partners
Virginia
$30.6M -$45.4K -79 -0.2%
CFP
758
Cascade Financial Partners
California
$30.6M -$689K -1,200 -2%
CAAM
759
Cornerstone Advisors Asset Management
Pennsylvania
$30.5M +$28.1K +49 +0.1%
NFP
760
NorthLanding Financial Partners
New York
$30.4M +$1.77M +3,077 +7%
ACM
761
Ascent Capital Management
Oregon
$30.4M +$559K +974 +2%
BWM
762
Brown Wealth Management
Illinois
$30.4M +$2.68M +4,667 +11%
NIWA
763
New Insight Wealth Advisors
California
$30.4M -$725K -1,263 -3%
CI
764
CacheTech Inc
Utah
$30.3M +$2M +3,476 +8%
CFGF
765
Compass Financial Group (Florida)
Florida
$30.3M +$173K +302 +0.6%
WIA
766
World Investment Advisors
California
$30.2M +$374K +652 +1%
MYIA
767
Mount Yale Investment Advisors
Colorado
$30.1M -$4.06M -7,069 -13%
DT
768
Diversified Trust
Tennessee
$30M +$1.41M +2,455 +5%
S
769
SignatureFD
Georgia
$29.9M -$1.78M -3,103 -6%
ALA
770
Atlas Legacy Advisors
California
$29.9M -$1.15M -2,011 -4%
AWM
771
Adams Wealth Management
Utah
$29.9M +$1.56M +2,718 +6%
MAG
772
MRA Advisory Group
New Jersey
$29.8M -$415K -722 -1%
NA
773
Nottingham Advisors
New York
$29.8M +$9.76K +17 +0%
COFSG
774
Carbahal Olsen Financial Services Group
California
$29.8M +$689K +1,200 +3%
NL
775
NWAM LLC
Washington
$29.7M +$10.7M +18,578 +65%
29 30
31
32 33