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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1051
Meridian Wealth Management
Kentucky
$5.49M -$359K -898 -6%
CIC
1052
Cutler Investment Counsel
Oregon
$5.41M +$709K +1,776 +13%
SB
1053
Strategic Blueprint
Georgia
$5.4M +$589K +1,475 +11%
GKWIM
1054
Gerber Kawasaki Wealth & Investment Management
California
$5.39M -$258K -646 -4%
MF
1055
Meridian Financial
Massachusetts
$5.39M +$12K +30 +0.2%
AR
1056
Apeiron RIA
Texas
$5.38M +$1.66M +4,150 +38%
FAM
1057
Forte Asset Management
New York
$5.37M -$296K -742 -5%
PGWM
1058
Parisi Gray Wealth Management
New Jersey
$5.37M -$4.57M -11,442 -43%
NPP
1059
New Potomac Partners
Maryland
$5.35M +$49.5K +124 +0.8%
EWM
1060
Empirical Wealth Management
Washington
$5.3M -$88.6K -222 -1%
KOC
1061
Koss-Olinger Consulting
Florida
$5.25M -$236K -590 -4%
FCA
1062
FLC Capital Advisors
California
$5.24M +$547K +1,369 +10%
SGK
1063
Steigerwald Gordon & Koch
Virginia
$5.23M +$105K +264 +2%
CG
1064
Caprock Group
Idaho
$5.22M +$258K +646 +5%
NAG
1065
Northstar Advisory Group
New Jersey
$5.21M -$1.44M -3,599 -20%
CWM
1066
C2C Wealth Management
Arizona
$5.19M +$9.58K +24 +0.2%
AB
1067
Amalgamated Bank
New York
$5.17M – – –
NWA
1068
New World Advisors
Massachusetts
$5.15M +$1.43M +3,581 +33%
EI
1069
Ellevest Inc
New York
$5.15M – – –
GM
1070
GeoWealth Management
Illinois
$5.14M +$3.3M +8,255 +136%
DBT
1071
Dubuque Bank & Trust
Iowa
$5.09M -$613K -1,534 -10%
BFG
1072
Beacon Financial Group
Texas
$5.08M +$205K +513 +4%
NRI
1073
NFP Retirement Inc
California
$5.05M +$1.26M +3,143 +29%
NG
1074
NatWest Group
United Kingdom
$5.02M – – –
RWP
1075
Ridgecrest Wealth Partners
California
$5.01M +$156K +390 +3%
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