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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
GCA
751
Greenwood Capital Associates
South Carolina
$36.1M -$2.98M -4,360 -7%
IWM
752
Integris Wealth Management
California
$36M -$528K -773 -1%
RIS
753
Retirement Income Solutions
Michigan
$36M -$389K -570 -1%
SC
754
Schoolcraft Capital
Colorado
$35.8M -$606K -888 -2%
MWA
755
Monograph Wealth Advisors
California
$35.8M – – –
AWMG
756
Alliance Wealth Management Group
New Jersey
$35.8M +$1.84M +2,698 +5%
AM
757
Atwater Malick
Pennsylvania
$35.7M +$2.61M +3,817 +7%
EFG
758
Elevated Financial Group
Indiana
$35.7M +$2.24M +3,282 +6%
CCT
759
Chemung Canal Trust
New York
$35.6M -$25.9K -38 -0.1%
DW
760
Durante & Waters
New York
$35.6M +$103K +151 +0.3%
PCS
761
Private Client Services
Kentucky
$35.6M +$1.1M +1,617 +3%
BFP
762
Beacon Financial Planning
Massachusetts
$35.6M +$3.82M +5,590 +11%
SW
763
SVB Wealth
Massachusetts
$35.6M +$2.72M +3,983 +8%
ACM
764
Aurdan Capital Management
Pennsylvania
$35.5M +$731K +1,070 +2%
IA
765
IFP Advisors
Florida
$35.4M +$1.7M +2,489 +5%
WP
766
WealthShield Partners
North Carolina
$35.2M +$5.08M +7,441 +16%
PMWMG
767
Parr McKnight Wealth Management Group
Minnesota
$35.1M +$474K +694 +1%
CCFM
768
Clear Creek Financial Management
Washington
$35.1M -$1.45M -2,126 -4%
BA
769
Ballew Advisors
Mississippi
$35M -$421K -616 -1%
CWWM
770
Curry Webb Wealth Management
Indiana
$35M +$17.5M +25,616 +92%
VFA
771
Voya Financial Advisors
Connecticut
$34.9M -$698K -1,022 -2%
OGF
772
Orin Green Financial
California
$34.8M -$36.9K -54 -0.1%
GCA
773
Gradient Capital Advisors
California
$34.5M +$509K +746 +1%
RA
774
Rational Advisors
New York
$34.5M -$10.2M -14,985 -22%
SW
775
Simplicity Wealth
New Jersey
$34.5M +$6.17M +9,034 +21%
29 30
31
32 33