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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1026
Avaii Wealth Management
Wisconsin
$20.2M -$1.11M -1,631 -5%
FFG
1027
Foundry Financial Group
New Hampshire
$20.1M +$554K +812 +3%
CFS
1028
CRA Financial Services
New Jersey
$20.1M +$1.07M +1,570 +5%
KWM
1029
Kingsview Wealth Management
Oregon
$20.1M +$1.78M +2,610 +9%
SSW
1030
Smith Shellnut Wilson
Mississippi
$20M -$75.1K -110 -0.4%
CFS
1031
Coordinated Financial Services
Colorado
$19.9M +$228K +334 +1%
FPCP
1032
Fort Point Capital Partners
California
$19.9M +$3.5M +5,132 +20%
JC
1033
JCSD Capital
California
$19.9M – – –
AA
1034
ArborFi Advisors
Michigan
$19.9M -$613K -897 -3%
IFA
1035
Interactive Financial Advisors
Illinois
$19.9M -$53.9K -79 -0.3%
CTA
1036
Chesley Taft & Associates
Illinois
$19.8M +$427K +625 +2%
SF
1037
SWP Financial
California
$19.8M +$2.18M +3,193 +12%
UOC
1038
University of Chicago
Illinois
$19.8M -$113M -165,472 -85%
BHWM
1039
Bay Harbor Wealth Management
Maryland
$19.8M +$5.5M +8,052 +36%
CT
1040
Caldwell Trust
Florida
$19.8M +$827K +1,211 +4%
AMG
1041
Asset Management Group
Connecticut
$19.7M -$384K -563 -2%
ATS
1042
Ashton Thomas Securities
New York
$19.4M +$20.3M +29,665 New
CFA
1043
Churchill Financial Advisors
Kentucky
$19.3M +$8.94M +13,095 +80%
OWA
1044
Oak Wealth Advisors
Illinois
$19.2M -$154K -226 -0.8%
MSWMA
1045
Market Street Wealth Management Advisors
Indiana
$19.1M -$108K -158 -0.5%
4FG
1046
4Thought Financial Group
New York
$19M -$2.6M -3,805 -12%
EA
1047
Everpar Advisors
Oklahoma
$19M +$1.99M +2,908 +11%
BRM
1048
Boston Research & Management
Massachusetts
$19M -$1.88M -2,760 -9%
WB
1049
WesBanco Bank
West Virginia
$19M +$343K +502 +2%
TMWM
1050
Taylor & Morgan Wealth Management
Michigan
$18.9M +$425K +622 +2%
40 41
42
43 44