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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
SFPG
976
Stonebridge Financial Planning Group
Florida
$6.1M +$56.3K +127 +1%
WCM
977
Wealthcare Capital Management
Virginia
$6.1M -$113K -256 -2%
NG
978
NatWest Group
United Kingdom
$6.09M – – –
ESB
979
Essex Savings Bank
Connecticut
$6.08M +$3.64M +8,211 +158%
BONH
980
Bank of New Hampshire
New Hampshire
$6.08M – – –
SFA
981
Sequoia Financial Advisors
Ohio
$6.07M -$7.01M -15,828 -53%
BFG
982
Beacon Financial Group
Texas
$6.06M +$60.3K +136 +1%
PPP
983
Private Portfolio Partners
New Jersey
$6.06M +$437K +987 +8%
9WM
984
9258 Wealth Management
Ohio
$6.01M +$407K +918 +7%
AWA
985
Arete Wealth Advisors
Illinois
$6M +$429K +967 +7%
AFS
986
Annapolis Financial Services
Maryland
$5.99M -$132K -298 -2%
KWM
987
Kingsview Wealth Management
Oregon
$5.98M -$309K -697 -5%
SGK
988
Steigerwald Gordon & Koch
Virginia
$5.98M -$89.1K -201 -1%
AWMG
989
Alliance Wealth Management Group
New Jersey
$5.95M +$970K +2,190 +19%
TWA
990
TCI Wealth Advisors
Arizona
$5.9M -$407K -918 -6%
WIA
991
World Investment Advisors
California
$5.89M -$75.3K -170 -1%
JA
992
JVL Associates
Michigan
$5.87M – – –
SMG
993
Smart Money Group
Texas
$5.85M +$1.13M +2,551 +23%
MWPCG
994
Measured Wealth Private Client Group
New Hampshire
$5.84M -$584K -1,317 -9%
JIR
995
James Investment Research
Ohio
$5.83M -$97.5K -220 -2%
APG
996
Abacus Planning Group
South Carolina
$5.82M +$9.31K +21 +0.2%
EWM
997
Empirical Wealth Management
Washington
$5.81M -$799K -1,802 -12%
MI
998
Moneywise Inc
Virginia
$5.81M -$592K -1,336 -9%
CG
999
Caprock Group
Idaho
$5.74M +$11.1K +25 +0.2%
PCG
1000
Private Capital Group
Connecticut
$5.74M +$521K +1,175 +10%
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