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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
LFG
801
Leverty Financial Group
Wisconsin
$26.5M +$516K +874 +2%
PPG
802
Peak Planning Group
Colorado
$26.4M +$396K +671 +1%
VFP
803
Verus Financial Partners
Virginia
$26.4M +$455K +771 +2%
ACM
804
Aurdan Capital Management
Pennsylvania
$26.3M +$9.58M +16,228 +53%
MTC
805
Matrix Trust Company
Colorado
$26.3M +$1.75M +2,967 +7%
COFSG
806
Carbahal Olsen Financial Services Group
California
$26.3M +$257K +435 +0.9%
AWG
807
Altus Wealth Group
Colorado
$26.3M +$6.85M +11,592 +33%
VCM
808
Verger Capital Management
North Carolina
$25.9M +$84.4K +143 +0.3%
SC
809
Saiph Capital
New Jersey
$25.8M -$141K -238 -0.5%
NFP
810
NorthLanding Financial Partners
New York
$25.8M +$28.3K +48 +0.1%
DT
811
Diversified Trust
Tennessee
$25.8M +$1.12M +1,903 +4%
PCM
812
Pennsylvania Capital Management
Pennsylvania
$25.8M +$1.01M +1,704 +4%
FDP
813
Financiere des Professionnels
Quebec, Canada
$25.7M +$1.33M +2,250 +5%
SL
814
Sentinus LLC
Illinois
$25.6M -$2.57M -4,351 -9%
BEI
815
Benjamin Edwards Inc
Missouri
$25.6M -$888K -1,503 -3%
WWA
816
WCG Wealth Advisors
Nevada
$25.5M -$4.09M -6,924 -13%
CI
817
CacheTech Inc
Utah
$25.5M -$8.46M -14,321 -24%
AWM
818
Adams Wealth Management
Utah
$25.5M -$8.19M -13,864 -23%
SIA
819
Soltis Investment Advisors
Utah
$25.5M +$255K +431 +1%
IFPG
820
Intrepid Financial Planning Group
Indiana
$25.5M -$764K -1,293 -3%
IFA
821
Interactive Financial Advisors
Illinois
$25.4M +$275K +466 +1%
SAM
822
Securian Asset Management
Minnesota
$25.3M -$6.2M -10,500 -19%
EWM
823
Evermay Wealth Management
Virginia
$25.1M -$2.14M -3,632 -8%
SAG
824
SageView Advisory Group
California
$25.1M -$15.9K -27 -0.1%
HCA
825
Harbor Capital Advisors
Illinois
$25M +$24.8M +42,019 +1,660%
31 32
33
34 35