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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
851
Nadler Financial Group
Illinois
$18.3M +$413K +825 +2%
BFG
852
Bleakley Financial Group
New Jersey
$18.2M -$139K -277 -0.8%
TC
853
TAGStone Capital
North Carolina
$18.1M +$6K +12 +0%
AWM
854
Abound Wealth Management
Tennessee
$18M +$108K +216 +0.6%
FNT
855
First National Trust
Pennsylvania
$17.8M -$561K -1,122 -3%
NGA
856
Naples Global Advisors
Florida
$17.8M +$230K +459 +1%
MSAM
857
Moloney Securities Asset Management
Missouri
$17.8M +$2.9M +5,791 +21%
MSWMA
858
Market Street Wealth Management Advisors
Indiana
$17.7M -$720K -1,438 -4%
OWA
859
One Wealth Advisors
California
$17.6M -$661K -1,322 -4%
HWA
860
HCR Wealth Advisors
California
$17.6M -$616K -1,231 -4%
KDA
861
Kraft Davis & Associates
Missouri
$17.6M +$370K +739 +2%
DC
862
DeDora Capital
California
$17.6M +$1.17M +2,345 +8%
SCA
863
Southern Capital Advisors
Tennessee
$17.6M -$35K -70 -0.2%
BFS
864
Bradley Foster & Sargent
Connecticut
$17.6M +$114K +227 +0.7%
RIA
865
Richwood Investment Advisors
Ohio
$17.6M -$201K -401 -1%
KWM
866
Kingsview Wealth Management
Oregon
$17.6M +$229K +458 +1%
MWM
867
Meridian Wealth Management
Kentucky
$17.6M +$1.59M +3,179 +11%
NAG
868
Northstar Advisory Group
New Jersey
$17.5M -$2.81M -5,619 -14%
PPG
869
Peak Planning Group
Colorado
$17.5M +$761K +1,520 +5%
CAM
870
Creekmur Asset Management
Illinois
$17.5M -$6.88M -13,743 -29%
GLA
871
Good Life Advisors
Pennsylvania
$17.4M +$381K +761 +2%
SCP
872
Stevens Capital Partners
Nebraska
$17.4M +$7.28M +14,544 +79%
CWM
873
Centurion Wealth Management
Virginia
$17.3M -$4.61M -9,211 -22%
SIM
874
Stratos Investment Management
Ohio
$17.2M -$918K -1,835 -5%
GWM
875
GSB Wealth Management
Connecticut
$17.2M -$1.7M -3,400 -9%
33 34
35
36 37