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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
RCG
876
Rock Creek Group
District of Columbia
$25.5M -$473K -735 -2%
BAM
877
Belpointe Asset Management
Nevada
$25.5M -$3.96M -6,146 -14%
KA
878
Kovack Advisors
Florida
$25.5M -$18M -28,022 -42%
KFSC
879
Keystone Financial Services (Colorado)
Colorado
$25.4M -$261K -406 -1%
VWA
880
VERITY Wealth Advisors
United States
$25.3M – – –
SVWG
881
Shared Vision Wealth Group
United States
$25.3M -$416K -646 -2%
FW
882
Fairway Wealth
Ohio
$25.2M +$2.96M +4,593 +14%
RWIA
883
Roger Wittlin Investment Advisory
California
$25.2M -$2.24M -3,474 -8%
DI
884
DAGCO Inc
Ohio
$25.2M +$1.72M +2,675 +8%
SIAM
885
Sterling Investment Advisors (Missouri)
Missouri
$25.2M -$1.55M -2,404 -6%
CIP
886
Capital Insight Partners
Arizona
$25.2M +$4.6M +7,148 +23%
VFPW
887
Vantage Financial Partners (Wisconsin)
Wisconsin
$25.1M -$299K -464 -1%
RIA
888
Richwood Investment Advisors
Ohio
$25.1M +$322K +500 +1%
LT
889
Legacy Trust
Michigan
$25M +$916K +1,423 +4%
TGAM
890
TBH Global Asset Management
Tennessee
$25M -$532M -825,830 -96%
DPI
891
Diversified Portfolios Inc
Michigan
$24.9M -$463K -719 -2%
BFS
892
Bradley Foster & Sargent
Connecticut
$24.8M +$876K +1,360 +4%
SCA
893
Southern Capital Advisors
Tennessee
$24.8M +$529K +821 +2%
FFW
894
Fusion Family Wealth
New York
$24.8M -$89.5K -139 -0.4%
WPW
895
Waldron Private Wealth
Pennsylvania
$24.7M +$1.84M +2,856 +8%
PCA
896
Peddock Capital Advisors
Massachusetts
$24.7M +$383K +594 +2%
CFS
897
Commonwealth Financial Services
West Virginia
$24.6M +$4.72M +7,332 +25%
OWA
898
One Wealth Advisors
California
$24.6M -$20.6K -32 -0.1%
MW
899
Members Wealth
Pennsylvania
$24.5M +$23.5M +36,527 New
CWA
900
CM Wealth Advisors
Ohio
$24.5M +$8.74M +13,577 +59%
34 35
36
37 38