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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
KWA
851
KCS Wealth Advisory
California
$7.64M +$595K +1,537 +9%
SWM
852
SigFig Wealth Management
California
$7.63M +$1.1M +2,830 +17%
AF
853
Apexium Financial
Texas
$7.62M +$99.1K +256 +1%
KOC
854
Koss-Olinger Consulting
Florida
$7.56M +$7.36M +19,012 New
IAA
855
Independent Advisor Alliance
North Carolina
$7.56M +$358K +925 +5%
RCIM
856
Red Cedar Investment Management
Michigan
$7.51M -$2.83M -7,308 -28%
SS
857
Sunbelt Securities
Texas
$7.48M +$33.7K +87 +0.5%
FA
858
FDx Advisors
Illinois
$7.47M -$906K -2,340 -11%
AF
859
AtlasMark Financial
Texas
$7.46M +$96.8K +250 +1%
PF
860
Phoenix Financial
Israel
$7.45M -$3.94M -10,182 -35%
GWM
861
Greenhouse Wealth Management
Connecticut
$7.38M -$13.9K -36 -0.2%
TCM
862
Telos Capital Management
California
$7.37M -$86.7K -224 -1%
CCM
863
Canal Capital Management
Virginia
$7.37M -$62.7K -162 -0.9%
LSAG
864
Lake Street Advisors Group
New Hampshire
$7.35M -$43.8K -113 -0.6%
BOTW
865
Bank of the West
California
$7.3M -$261K -675 -4%
PWMAG
866
Pinnacle Wealth Management Advisory Group
New Jersey
$7.28M +$605K +1,563 +9%
AAM
867
Aureus Asset Management
Massachusetts
$7.24M +$510K +1,317 +8%
HH
868
Hilltop Holdings
Texas
$7.22M -$1.79M -4,617 -20%
T
869
TRUADVICE
Florida
$7.22M +$255K +659 +4%
BWP
870
Baldwin Wealth Partners
Massachusetts
$7.21M +$358K +924 +5%
PCP
871
Proficio Capital Partners
Massachusetts
$7.2M -$27.1K -70 -0.4%
FNWM
872
Financial Network Wealth Management
Utah
$7.17M +$611K +1,577 +10%
JWM
873
Jackson Wealth Management
Florida
$7.12M +$596K +1,540 +9%
BFS
874
Bickling Financial Services
Massachusetts
$7.07M +$6.66M +17,194 +2,964%
TNB
875
Thomasville National Bank
Georgia
$7.04M +$1.44M +3,718 +16%
33 34
35
36 37