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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
826
CFS Investment Advisory Services
New Jersey
$24.9M +$989K +1,674 +4%
LWM
827
Liberty Wealth Management
California
$24.9M -$9.18M -15,547 -26%
HCM
828
Hicks Capital Management
Ohio
$24.8M +$26M +44,112 New
NVCHI
829
New Vernon Capital Holdings II
New Jersey
$24.8M -$1.12M -1,891 -4%
AWA
830
Adapt Wealth Advisors
Georgia
$24.7M +$753K +1,276 +3%
WHCFA
831
William Howard & Co Financial Advisors
Tennessee
$24.7M -$1.53M -2,588 -6%
ACA
832
Aptus Capital Advisors
Alabama
$24.6M +$388K +657 +2%
CWA
833
Centennial Wealth Advisory
Michigan
$24.5M +$17.4M +29,460 +208%
MNBTD
834
Moody National Bank Trust Division
Texas
$24.4M – – –
AFC
835
Adaptive Financial Consulting
Ohio
$24.4M -$687K -1,164 -3%
SWMG
836
Sanchez Wealth Management Group
Florida
$24.4M +$55.5K +94 +0.2%
LKWM
837
Lee-Kelleher Wealth Management
Maryland
$24.3M +$567K +961 +2%
FB
838
Fulton Bank
Pennsylvania
$24.2M +$145K +246 +0.6%
NPT
839
Nixon Peabody Trust
Massachusetts
$24.1M +$9.65M +16,344 +61%
AGC
840
Aspen Grove Capital
Colorado
$24.1M – – –
CG
841
Cynosure Group
Utah
$24.1M -$3.2M -5,412 -11%
LP
842
LGL Partners
Pennsylvania
$24.1M -$39.5M -66,902 -61%
RWIA
843
Roger Wittlin Investment Advisory
California
$24M -$920K -1,558 -4%
PP
844
Passaic Partners
New Jersey
$23.9M +$6.92M +11,711 +38%
AIA
845
Armor Investment Advisors
North Carolina
$23.8M +$193K +327 +0.8%
PPWM
846
PFG Private Wealth Management
Florida
$23.8M +$778K +1,317 +3%
ABWM
847
Alpine Bank Wealth Management
Colorado
$23.8M +$25.1M +42,427 New
BHWM
848
Bay Harbor Wealth Management
Maryland
$23.7M -$1.13M -1,921 -4%
GC
849
Guggenheim Capital
Illinois
$23.7M – – –
APW
850
Acima Private Wealth
Virginia
$23.7M +$3.26M +5,524 +15%
32 33
34
35 36