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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
SAS
926
SMI Advisory Services
Indiana
$23M -$287K -446 -1%
PFA
927
Providence Financial Advisors
Kansas
$22.8M +$22M +34,088 New
KDA
928
Kraft Davis & Associates
Missouri
$22.8M -$605K -939 -3%
XF
929
XML Financial
Maryland
$22.8M +$140K +218 +0.6%
AI
930
Arvest Investments
Arkansas
$22.8M -$285K -443 -1%
AWM
931
Avaii Wealth Management
Wisconsin
$22.7M +$509K +791 +2%
WWM
932
Western Wealth Management
Colorado
$22.6M -$9.66K -15 -0%
ST
933
Sageworth Trust
Pennsylvania
$22.6M -$62.5K -97 -0.3%
AWS
934
Aspen Wealth Strategies
Colorado
$22.6M +$1.12M +1,734 +5%
MWP
935
Madison Wealth Partners
Wisconsin
$22.5M +$34.1K +53 +0.2%
HC
936
Hoese & Co
Minnesota
$22.5M -$138K -214 -0.6%
LA
937
Lynch & Associates
Indiana
$22.5M -$549K -852 -2%
KAS
938
KPP Advisory Services
Kentucky
$22.4M -$1.18M -1,825 -5%
WJA
939
Willis Johnson & Associates
Texas
$22.4M +$887K +1,378 +4%
WPC
940
Waters Parkerson & Co
Louisiana
$22.3M -$216K -335 -1%
CCG
941
Cypress Capital Group
Florida
$22.3M -$32.7M -50,781 -60%
EL
942
EQ LLC
Washington
$22.3M +$1.65M +2,568 +8%
GCG
943
Gilbert Capital Group
Maine
$22.2M +$25.1K +39 +0.1%
DCM
944
Dimension Capital Management
Florida
$22.2M -$428K -664 -2%
BWCS
945
Beirne Wealth Consulting Services
Connecticut
$22M +$113K +176 +0.5%
WA
946
WBH Advisory
Maryland
$22M +$240K +372 +1%
EWA
947
EverSource Wealth Advisors
Alabama
$22M +$2.95M +4,573 +16%
AC
948
Avestar Capital
New York
$22M -$751K -1,166 -3%
JWM
949
Jackson Wealth Management
Florida
$21.9M +$11.6K +18 +0.1%
PFG
950
Pacific Financial Group
Washington
$21.9M +$1.17M +1,814 +6%
36 37
38
39 40