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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
901
River Wealth Advisors
Pennsylvania
$2.46M +$70.1K +242 +3%
WCWM
902
Wooster Corthell Wealth Management
Connecticut
$2.45M -$19.1K -66 -0.8%
RG
903
Rikoon Group
New Mexico
$2.44M +$39.4K +136 +2%
PWMAG
904
Pinnacle Wealth Management Advisory Group
New Jersey
$2.43M +$485K +1,675 +25%
VAG
905
VisionPoint Advisory Group
Texas
$2.42M -$3.4M -11,744 -59%
SWM
906
SVA Wealth Management
Wisconsin
$2.4M +$8.4K +29 +0.4%
HFA
907
High Falls Advisors
New York
$2.39M +$813K +2,807 +53%
ZB
908
Zions Bancorporation
Utah
$2.38M -$45.2K -156 -2%
EWM
909
Endurance Wealth Management
Rhode Island
$2.37M +$12.2K +42 +0.5%
CCM
910
Cohen Capital Management
California
$2.36M -$97.9K -338 -4%
FFW
911
Fusion Family Wealth
New York
$2.36M +$85.2K +294 +4%
FPTW
912
Franklin, Parlapiano, Turner & Welch
Texas
$2.35M -$142K -490 -6%
DWM
913
Dakota Wealth Management
Florida
$2.34M -$210K -724 -8%
SFG
914
SNS Financial Group
Minnesota
$2.34M -$248K -855 -10%
NEGWA
915
New England Guild Wealth Advisors
Connecticut
$2.33M +$291K +1,004 +15%
TCOV
916
Trust Company of Vermont
Vermont
$2.3M -$145K -500 -6%
CMP
917
Courage Miller Partners
Virginia
$2.29M +$30.7K +106 +1%
AF
918
Affiance Financial
Minnesota
$2.28M -$307K -1,061 -12%
HBWM
919
Hollow Brook Wealth Management
New York
$2.25M – – –
SMG
920
Smart Money Group
Texas
$2.23M +$155K +535 +8%
PL
921
Plancorp LLC
Missouri
$2.23M -$19.4K -67 -0.9%
SIS
922
Sound Income Strategies
Florida
$2.23M +$339K +1,169 +18%
GIA
923
Guyasuta Investment Advisors
Pennsylvania
$2.22M – – –
SBH
924
Segall Bryant & Hamill
Illinois
$2.22M +$176K +608 +9%
AC
925
Abbrea Capital
California
$2.21M -$43.5K -150 -2%
35 36
37
38 39