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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
AHC
901
Anderson Hoagland & Co
Missouri
$10.7M -$127K -283 -1%
BWA
902
Beam Wealth Advisors
Louisiana
$10.7M -$251K -561 -2%
JHCP
903
Jackson Hole Capital Partners
Oklahoma
$10.7M -$477K -1,066 -4%
CIAS
904
CBIZ Investment Advisory Services
Ohio
$10.6M – – –
SW
905
Simplicity Wealth
New Jersey
$10.6M +$3.87M +8,641 +54%
HWA
906
HCR Wealth Advisors
California
$10.6M -$851K -1,902 -7%
WWM
907
Wiser Wealth Management
Georgia
$10.6M +$4.03K +9 +0%
PVI
908
Pine Valley Investments
New Jersey
$10.5M -$78.7K -176 -0.7%
WHG
909
Westwood Holdings Group
Texas
$10.5M -$1.27M -2,850 -10%
FNWM
910
Financial Network Wealth Management
Utah
$10.5M -$563K -1,259 -5%
MWM
911
McNaughton Wealth Management
California
$10.4M +$112K +250 +1%
WA
912
WBH Advisory
Maryland
$10.4M +$692K +1,547 +7%
CPA
913
Capital Performance Advisors
California
$10.4M -$328K -734 -3%
HG
914
Harbor Group
New Hampshire
$10.3M +$566K +1,265 +6%
ECM
915
Evergreen Capital Management
Washington
$10.3M +$447 +1 +0%
MBT
916
Montecito Bank & Trust
California
$10.3M +$1.23M +2,753 +13%
WP
917
WealthSpring Partners
California
$10.3M +$253K +566 +2%
AFG
918
Atomi Financial Group
New York
$10.3M +$4.52M +10,113 +73%
FB
919
Fulton Bank
Pennsylvania
$10.3M +$32.2K +72 +0.3%
DCS
920
Destiny Capital Securities
Colorado
$10.2M +$10.7M +23,833 New
WEG
921
World Equity Group
Illinois
$10.2M +$5.54M +12,383 +109%
CTWM
922
Cherry Tree Wealth Management
Minnesota
$10.2M -$333K -745 -3%
GFS
923
GYL Financial Synergies
Connecticut
$10.2M -$204K -455 -2%
WB
924
Webster Bank
Connecticut
$10.1M – – –
MWP
925
MYCIO Wealth Partners
Pennsylvania
$10.1M -$624K -1,396 -6%
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37
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