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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
LPWM
1051
Lake Point Wealth Management
Texas
$5.44M -$294K -714 -5%
EI
1052
Ellevest Inc
New York
$5.44M +$64.6K +157 +1%
AT
1053
American Trust
Kentucky
$5.44M +$653K +1,588 +12%
SGK
1054
Steigerwald Gordon & Koch
Virginia
$5.43M -$48.1K -117 -0.8%
MD
1055
Money Design
Japan
$5.39M +$144K +349 +3%
KIA
1056
KCM Investment Advisors
California
$5.39M +$823 +2 +0%
CWM
1057
C2C Wealth Management
Arizona
$5.38M +$411 +1 +0%
WP
1058
WealthSource Partners
California
$5.34M +$545K +1,325 +10%
SAM
1059
Smithbridge Asset Management
Pennsylvania
$5.34M -$111K -269 -2%
TI
1060
tru Independence
Oregon
$5.33M +$160K +389 +3%
ACM
1061
Armbruster Capital Management
New York
$5.33M -$2.81M -6,825 -33%
NG
1062
NatWest Group
United Kingdom
$5.3M – – –
VAS
1063
Vestmark Advisory Solutions
Massachusetts
$5.3M +$291K +708 +5%
JAG
1064
Journey Advisory Group
Kentucky
$5.3M +$281K +682 +6%
SF
1065
Symphony Financial
Texas
$5.29M +$854K +2,076 +18%
LSPW
1066
Lake Street Private Wealth
Illinois
$5.28M +$55.1K +134 +1%
CG
1067
Caprock Group
Idaho
$5.27M +$411 +1 +0%
SWA
1068
Sax Wealth Advisors
New Jersey
$5.25M +$478K +1,163 +9%
STB
1069
S&T Bank
Pennsylvania
$5.23M -$150K -365 -3%
BFG
1070
Beacon Financial Group
Texas
$5.22M -$93.8K -228 -2%
1IA
1071
1834 Investment Advisors
Wisconsin
$5.21M +$188K +456 +3%
HH
1072
Hilltop Holdings
Texas
$5.21M -$1.43M -3,465 -20%
BONH
1073
Bank of New Hampshire
New Hampshire
$5.2M +$343K +835 +6%
MPM
1074
Meritage Portfolio Management
Kansas
$5.2M +$708K +1,721 +14%
OWA
1075
One Wealth Advisors
California
$5.2M +$1.46M +3,545 +35%
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