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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
826
Pettinga Financial Advisors
Indiana
$31.6M -$194K -285 -0.6%
PCM
827
Pennsylvania Capital Management
Pennsylvania
$31.4M -$198K -292 -0.6%
GBT
828
Grove Bank & Trust
Florida
$31.4M +$1.01M +1,481 +3%
CFP
829
Cascade Financial Partners
California
$31.3M -$1.42M -2,094 -4%
MWM
830
Meridian Wealth Management
Kentucky
$31.3M -$368K -542 -1%
BFS
831
BridgePort Financial Solutions
Iowa
$31.2M -$2.63M -3,879 -8%
PPWM
832
PFG Private Wealth Management
Florida
$31.1M +$30.9M +45,433 New
PFG
833
PAX Financial Group
Texas
$31.1M +$2.6M +3,830 +9%
DWM
834
Diversify Wealth Management
Utah
$31.1M +$27.2M +40,046 +880%
VCM
835
Verger Capital Management
North Carolina
$31.1M -$731K -1,076 -2%
APM
836
a16z Perennial Management
California
$31M -$251M -368,962 -89%
CFO
837
Custos Family Office
Texas
$30.9M -$2.54M -3,738 -8%
SCP
838
Silverleafe Capital Partners
Tennessee
$30.8M -$503K -741 -2%
AWA
839
Adapt Wealth Advisors
Georgia
$30.7M +$561K +826 +2%
SA
840
Sovran Advisors
California
$30.7M +$193K +284 +0.6%
PAMG
841
Patton Albertson Miller Group
Tennessee
$30.7M -$111K -163 -0.4%
MTC
842
Matrix Trust Company
Colorado
$30.7M – – –
JWM
843
JHP Wealth Management
Colorado
$30.5M +$30.2M +44,533 New
CC
844
Cadinha & Co
Hawaii
$30.4M +$1.26M +1,850 +4%
IUHSA
845
Itau Unibanco Holding S.A.
Brazil
$30.4M +$30.2M +44,415 New
HCM
846
Hicks Capital Management
Ohio
$30.4M +$30.1M +44,396 New
MNBTD
847
Moody National Bank Trust Division
Texas
$30.1M – – –
SW
848
Simplicity Wealth
New Jersey
$30M -$31.4M -46,270 -51%
CFC
849
Client First Capital
California
$29.9M +$5.25M +7,726 +22%
DAS
850
Diversify Advisory Services
Utah
$29.7M +$614K +904 +2%
32 33
34
35 36