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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
SAG
826
SageView Advisory Group
California
$26.3M +$16.5M +27,881 +166%
IFA
827
Interactive Financial Advisors
Illinois
$26.3M +$209K +353 +0.8%
AFC
828
Adaptive Financial Consulting
Ohio
$26.3M -$112K -190 -0.4%
BFM
829
Boston Financial Management
Massachusetts
$26.1M -$227K -383 -0.9%
SVWG
830
Shared Vision Wealth Group
United States
$26.1M -$139K -235 -0.5%
RWIA
831
Roger Wittlin Investment Advisory
California
$26.1M +$1.48M +2,503 +6%
BIS
832
BG Investment Services
Guam
$26M +$26.2M +44,202 New
BHWM
833
Bay Harbor Wealth Management
Maryland
$26M +$655K +1,106 +3%
PCM
834
Pennsylvania Capital Management
Pennsylvania
$26M +$1.78M +3,010 +7%
VFG
835
Valley Financial Group
Pennsylvania
$25.9M +$622K +1,050 +2%
DT
836
Diversified Trust
Tennessee
$25.9M -$428K -723 -2%
MTC
837
Matrix Trust Company
Colorado
$25.8M -$59.2K -100 -0.2%
GF
838
Gimbal Financial
Indiana
$25.8M +$605K +1,022 +2%
OMC
839
Old Mission Capital
Illinois
$25.8M +$25.9M +43,783 New
BWS
840
Buck Wealth Strategies
Colorado
$25.7M +$10.4M +17,642 +68%
FDP
841
Financiere des Professionnels
Quebec, Canada
$25.6M +$7.52M +12,700 +41%
MNBTD
842
Moody National Bank Trust Division
Texas
$25.6M -$495K -837 -2%
SWMG
843
Sanchez Wealth Management Group
Florida
$25.5M +$1.43M +2,408 +6%
FPW
844
Flagship Private Wealth
Massachusetts
$25.4M +$2.29M +3,862 +10%
ACA
845
Aptus Capital Advisors
Alabama
$25.4M +$13.8M +23,375 +119%
RBWA
846
RFG - Bristol Wealth Advisors
Massachusetts
$25.3M +$25.5M +43,043 New
FA
847
Fountainhead AM
New Jersey
$25.3M -$395K -668 -2%
AGC
848
Aspen Grove Capital
Colorado
$25.3M -$982K -1,659 -4%
FB
849
Fulton Bank
Pennsylvania
$25.2M +$3.42M +5,773 +16%
AWA
850
Adapt Wealth Advisors
Georgia
$25.2M +$120K +202 +0.5%
32 33
34
35 36