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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
KFA
776
Kapstone Financial Advisors
Ohio
$15.1M +$629K +1,406 +4%
CAC
777
Certified Advisory Corp
Florida
$15M +$79.5M +177,673 +505%
CT
778
Coastline Trust
Rhode Island
$15M +$8.78M +19,632 +128%
BFG
779
Bleakley Financial Group
New Jersey
$15M -$930K -2,080 -6%
SIM
780
Stratos Investment Management
Ohio
$14.9M +$400K +894 +3%
IFG
781
Independent Financial Group
California
$14.8M +$2.9M +6,484 +23%
TC
782
TAGStone Capital
North Carolina
$14.7M +$534K +1,194 +4%
RIA
783
Richwood Investment Advisors
Ohio
$14.7M +$48.3K +108 +0.3%
4FG
784
4Thought Financial Group
New York
$14.7M +$815K +1,821 +6%
PCM
785
Pennsylvania Capital Management
Pennsylvania
$14.6M +$283K +632 +2%
NFG
786
Nadler Financial Group
Illinois
$14.6M +$163K +365 +1%
AR
787
Apeiron RIA
Texas
$14.6M +$6.95M +15,535 +84%
AWM
788
Abound Wealth Management
Tennessee
$14.5M -$126K -282 -0.8%
BRM
789
Boston Research & Management
Massachusetts
$14.5M -$86.3K -193 -0.6%
OWA
790
One Wealth Advisors
California
$14.5M -$202K -452 -1%
BJL
791
Brighton Jones LLC
Washington
$14.5M -$352K -786 -2%
NB
792
Northwest Bancshares
Pennsylvania
$14.4M -$131K -292 -0.9%
VP
793
Verum Partners
North Carolina
$14.4M +$11.3M +25,279 +304%
PGFC
794
Peapack-Gladstone Financial Corp
New Jersey
$14.3M +$630K +1,409 +4%
SCA
795
Southern Capital Advisors
Tennessee
$14.2M +$577K +1,290 +4%
WWM
796
Western Wealth Management
Colorado
$14.2M +$581K +1,300 +4%
EW
797
Element Wealth
Mississippi
$14.1M -$131K -293 -0.9%
DPI
798
Diversified Portfolios Inc
Michigan
$14.1M +$397K +888 +3%
SFG
799
Snider Financial Group
Washington
$14.1M -$751K -1,679 -5%
ST
800
Sageworth Trust
Pennsylvania
$14.1M -$64.9K -145 -0.4%
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