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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
VFP
801
Verus Financial Partners
Virginia
$26.4M +$455K +771 +2%
ACM
802
Aurdan Capital Management
Pennsylvania
$26.3M +$9.58M +16,228 +53%
MTC
803
Matrix Trust Company
Colorado
$26.3M +$1.75M +2,967 +7%
COFSG
804
Carbahal Olsen Financial Services Group
California
$26.3M +$257K +435 +0.9%
AWG
805
Altus Wealth Group
Colorado
$26.3M +$6.85M +11,592 +33%
VCM
806
Verger Capital Management
North Carolina
$25.9M +$84.4K +143 +0.3%
SC
807
Saiph Capital
New Jersey
$25.8M -$141K -238 -0.5%
NFP
808
NorthLanding Financial Partners
New York
$25.8M +$28.3K +48 +0.1%
DT
809
Diversified Trust
Tennessee
$25.8M +$1.12M +1,903 +4%
PCM
810
Pennsylvania Capital Management
Pennsylvania
$25.8M +$1.01M +1,704 +4%
FDP
811
Financiere des Professionnels
Quebec, Canada
$25.7M +$1.33M +2,250 +5%
SL
812
Sentinus LLC
Illinois
$25.6M -$2.57M -4,351 -9%
BEI
813
Benjamin Edwards Inc
Missouri
$25.6M -$888K -1,503 -3%
WWA
814
WCG Wealth Advisors
Nevada
$25.5M -$4.09M -6,924 -13%
CI
815
CacheTech Inc
Utah
$25.5M -$8.46M -14,321 -24%
AWM
816
Adams Wealth Management
Utah
$25.5M -$8.19M -13,864 -23%
SIA
817
Soltis Investment Advisors
Utah
$25.5M +$255K +431 +1%
IFPG
818
Intrepid Financial Planning Group
Indiana
$25.5M -$764K -1,293 -3%
IFA
819
Interactive Financial Advisors
Illinois
$25.4M +$275K +466 +1%
SAM
820
Securian Asset Management
Minnesota
$25.3M -$6.2M -10,500 -19%
EWM
821
Evermay Wealth Management
Virginia
$25.1M -$2.14M -3,632 -8%
SAG
822
SageView Advisory Group
California
$25.1M -$15.9K -27 -0.1%
HCA
823
Harbor Capital Advisors
Illinois
$25M +$24.8M +42,019 +1,660%
RBWA
824
RFG - Bristol Wealth Advisors
Massachusetts
$25M +$879K +1,488 +3%
BWM
825
Brown Wealth Management
Illinois
$24.9M +$3.54M +5,997 +16%
31 32
33
34 35