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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CFP
776
Cascade Financial Partners
California
$29.4M -$865K -1,462 -3%
DAS
777
Dynamic Advisor Solutions
Arizona
$29.4M -$45.5M -76,821 -61%
FPCP
778
Fort Point Capital Partners
California
$29.3M +$1.77M +2,984 +6%
AA
779
ACT Advisors
North Carolina
$29.3M +$2.05M +3,468 +7%
SSWM
780
Sheets Smith Wealth Management
North Carolina
$29.2M -$2.64M -4,464 -8%
KFA
781
Kapstone Financial Advisors
Ohio
$29.1M +$3.04M +5,143 +12%
RWA
782
River Wealth Advisors
Pennsylvania
$28.9M +$74K +125 +0.3%
BIAS
783
Beacon Investment Advisory Services
New Jersey
$28.7M -$5.7M -9,628 -16%
UOWF
784
University of Wisconsin Foundation
Wisconsin
$28.7M -$4.93M -8,328 -15%
CAAM
785
Cornerstone Advisors Asset Management
Pennsylvania
$28.6M -$34.3K -58 -0.1%
CFGF
786
Compass Financial Group (Florida)
Florida
$28.6M -$1.26M -2,127 -4%
TF
787
Trek Financial
Arizona
$28.5M +$111K +187 +0.4%
AFW
788
Atlantic Family Wealth
Florida
$28.5M +$28.6M +48,362 New
EWM
789
Evermay Wealth Management
Virginia
$28.4M -$1.31M -2,216 -4%
FFO
790
Fortitude Family Office
Arizona
$28.4M +$3.04M +5,144 +12%
CG
791
Cynosure Group
Utah
$28.4M +$273K +462 +1%
OCM
792
One Capital Management
California
$28.4M -$297K -502 -1%
CC
793
Cadinha & Co
Hawaii
$28.1M +$4.58M +7,742 +19%
VC
794
Vestor Capital
Illinois
$28M +$105K +177 +0.4%
VFP
795
Verus Financial Partners
Virginia
$28M -$579K -979 -2%
SCA
796
Sandy Cove Advisors
Massachusetts
$28M +$30.8K +52 +0.1%
VWM
797
Vivid Wealth Management
Iowa
$27.9M -$233K -394 -0.8%
SC
798
Syon Capital
California
$27.8M +$2.11M +3,561 +8%
BEI
799
Benjamin Edwards Inc
Missouri
$27.7M +$262K +442 +0.9%
CNBOF
800
City National Bank of Florida
Florida
$27.7M +$27.9M +47,081 New
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