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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
926
Frontier Wealth Management
Missouri
$7M +$781K +1,763 +12%
LPWM
927
Lake Point Wealth Management
Texas
$6.99M -$896K -2,023 -11%
RIM
928
Rockbridge Investment Management
New York
$6.98M -$47.9K -108 -0.7%
SAS
929
SMI Advisory Services
Indiana
$6.93M +$62K +140 +0.9%
IA
930
IFG Advisory
Georgia
$6.93M +$369K +832 +5%
CFG
931
Cooper Financial Group
California
$6.87M +$16.4K +37 +0.2%
CCG
932
Cypress Capital Group
Florida
$6.86M +$279K +629 +4%
BWA
933
BlueSky Wealth Advisors
North Carolina
$6.86M -$321K -725 -4%
SB
934
Simmons Bank
Arkansas
$6.83M +$139K +313 +2%
KCM
935
Kennicott Capital Management
California
$6.81M – – –
CCM
936
Covington Capital Management
California
$6.78M +$770K +1,737 +12%
HAC
937
Harbor Advisory Corp
New Hampshire
$6.77M +$120K +270 +2%
BMM
938
Buffington Mohr McNeal
Idaho
$6.75M -$1.77K -4 -0%
PMFA
939
Plante Moran Financial Advisors
Michigan
$6.74M +$698K +1,576 +11%
CC
940
Chicago Capital
Illinois
$6.74M -$40.8K -92 -0.6%
FWIA
941
Fort Washington Investment Advisors
Ohio
$6.72M +$544K +1,228 +9%
SAM
942
Silvercrest Asset Management
New York
$6.72M +$254K +574 +4%
KIA
943
KCM Investment Advisors
California
$6.72M +$83.3K +188 +1%
BIA
944
Bigelow Investment Advisors
Maine
$6.7M +$483K +1,091 +8%
TCM
945
Telos Capital Management
California
$6.69M -$321K -725 -4%
BAM
946
Baldrige Asset Management
Pennsylvania
$6.65M -$51K -115 -0.7%
FFG
947
Ford Financial Group
California
$6.57M +$56.3K +127 +0.8%
YIA
948
YHB Investment Advisors
Connecticut
$6.54M +$85.5K +193 +1%
WP
949
WMS Partners
Maryland
$6.51M -$256K -577 -4%
1WM
950
1900 Wealth Management
Texas
$6.45M +$2.25M +5,079 +51%
36 37
38
39 40