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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
LWCFA
976
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4.84M -$1.37M -3,840 -23%
SWA
977
Sax Wealth Advisors
New Jersey
$4.84M +$4.59M +12,891 New
BMM
978
Buffington Mohr McNeal
Idaho
$4.83M +$122K +342 +3%
SFP
979
Sterling Financial Planning
New Jersey
$4.83M +$4.58M +12,865 New
XF
980
XML Financial
Maryland
$4.82M -$107K -302 -2%
GP
981
Geneva Partners
Wisconsin
$4.82M +$247K +693 +6%
FCT
982
Family Capital Trust
Massachusetts
$4.8M +$37K +104 +0.8%
RVPG
983
Relative Value Partners Group
$4.78M +$660K +1,853 +17%
MC
984
Middleton & Co
Massachusetts
$4.76M -$438K -1,230 -9%
SMG
985
Smart Money Group
Texas
$4.76M -$78K -219 -2%
SAM
986
Shone Asset Management
California
$4.75M -$11K -31 -0.2%
IMPI
987
Ilmarinen Mutual Pension Insurance
Finland
$4.74M +$4.5M +12,637 New
LWM
988
Laidlaw Wealth Management
New York
$4.73M +$4.23M +11,889 +1,665%
SWPG
989
Strategic Wealth Partners Group
Illinois
$4.7M -$98.2K -276 -2%
ABC
990
Associated Banc-Corp
Wisconsin
$4.69M -$190K -534 -4%
CG
991
Caprock Group
Idaho
$4.65M +$117K +330 +3%
MCM
992
Maryland Capital Management
Maryland
$4.61M -$75.8K -213 -2%
UIA
993
UBP Investment Advisors
Switzerland
$4.6M – – –
WP
994
WealthSource Partners
California
$4.58M +$21.7K +61 +0.5%
RCA
995
Rowland Carmichael Advisors
Arizona
$4.55M +$2.85M +8,018 +195%
IA
996
IFG Advisory
Georgia
$4.55M -$314K -883 -7%
CWA
997
Centennial Wealth Advisory
Michigan
$4.53M +$4.3M +12,076 New
NEGWA
998
New England Guild Wealth Advisors
Connecticut
$4.51M -$92.5K -260 -2%
RPCA
999
Running Point Capital Advisors
California
$4.51M +$4.28M +12,016 New
SFPG
1000
Stonebridge Financial Planning Group
Florida
$4.51M +$31K +87 +0.7%
38 39
40
41 42