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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
ERWM
776
Elk River Wealth Management
Colorado
$29.4M -$585K -989 -2%
CFP
777
Cascade Financial Partners
California
$29.4M -$865K -1,462 -3%
DAS
778
Dynamic Advisor Solutions
Arizona
$29.4M -$45.5M -76,821 -61%
FPCP
779
Fort Point Capital Partners
California
$29.3M +$1.77M +2,984 +6%
AA
780
ACT Advisors
North Carolina
$29.3M +$2.05M +3,468 +7%
SSWM
781
Sheets Smith Wealth Management
North Carolina
$29.2M -$2.64M -4,464 -8%
KFA
782
Kapstone Financial Advisors
Ohio
$29.1M +$3.04M +5,143 +12%
RWA
783
River Wealth Advisors
Pennsylvania
$28.9M +$74K +125 +0.3%
BIAS
784
Beacon Investment Advisory Services
New Jersey
$28.7M -$5.7M -9,628 -16%
UOWF
785
University of Wisconsin Foundation
Wisconsin
$28.7M -$4.93M -8,328 -15%
CAAM
786
Cornerstone Advisors Asset Management
Pennsylvania
$28.6M -$34.3K -58 -0.1%
CFGF
787
Compass Financial Group (Florida)
Florida
$28.6M -$1.26M -2,127 -4%
TF
788
Trek Financial
Arizona
$28.5M +$111K +187 +0.4%
AFW
789
Atlantic Family Wealth
Florida
$28.5M +$28.6M +48,362 New
EWM
790
Evermay Wealth Management
Virginia
$28.4M -$1.31M -2,216 -4%
FFO
791
Fortitude Family Office
Arizona
$28.4M +$3.04M +5,144 +12%
CG
792
Cynosure Group
Utah
$28.4M +$273K +462 +1%
OCM
793
One Capital Management
California
$28.4M -$297K -502 -1%
CC
794
Cadinha & Co
Hawaii
$28.1M +$4.58M +7,742 +19%
VC
795
Vestor Capital
Illinois
$28M +$105K +177 +0.4%
VFP
796
Verus Financial Partners
Virginia
$28M -$579K -979 -2%
SCA
797
Sandy Cove Advisors
Massachusetts
$28M +$30.8K +52 +0.1%
VWM
798
Vivid Wealth Management
Iowa
$27.9M -$233K -394 -0.8%
SC
799
Syon Capital
California
$27.8M +$2.11M +3,561 +8%
BEI
800
Benjamin Edwards Inc
Missouri
$27.7M +$262K +442 +0.9%
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