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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
SMG
1076
Smart Money Group
Texas
$6.25M -$10.2M -25,539 -63%
GEA
1077
Glen Eagle Advisors
New Jersey
$6.21M -$62.5K -156 -1%
SFC
1078
Strategic Financial Concepts
Texas
$6.16M +$6.01M +14,995 New
HT
1079
Heritage Trust
Oklahoma
$6.16M -$174K -433 -3%
MF
1080
Meridian Financial
Massachusetts
$6.16M +$3.21K +8 +0.1%
WAOI
1081
Wealth Advisors of Iowa
Iowa
$6.13M -$577K -1,440 -9%
SCA
1082
Sandy Cove Advisors
Massachusetts
$6.12M +$628K +1,566 +12%
REMPR
1083
Roof Eidam Maycock Peralta (REMP)
California
$6.08M +$1.71M +4,258 +40%
BCG
1084
Breakwater Capital Group
New Jersey
$6.06M +$1.32M +3,301 +29%
WP
1085
WealthSource Partners
California
$6.06M +$130K +324 +2%
VAM
1086
Verity Asset Management
North Carolina
$6.06M +$3.08M +7,693 +109%
SWA
1087
Sax Wealth Advisors
New Jersey
$6.05M +$560K +1,396 +10%
CCT
1088
Chemung Canal Trust
New York
$6.05M +$1.09M +2,714 +23%
NWA
1089
New World Advisors
Massachusetts
$6.05M -$93K -232 -2%
VCA
1090
Verdence Capital Advisors
Maryland
$6.04M +$464K +1,158 +9%
AFP
1091
Ausdal Financial Partners
Iowa
$6.04M -$439K -1,094 -7%
EA
1092
Efficient Advisors
Ohio
$6.04M -$415K -1,034 -7%
MWM
1093
Meridian Wealth Management
Kentucky
$6.02M +$118K +294 +2%
EWM
1094
Empirical Wealth Management
Washington
$5.98M -$401 -1 -0%
EFS
1095
Essex Financial Services
Connecticut
$5.97M -$564K -1,406 -9%
SWP
1096
Strategic Wealth Partners
Ohio
$5.96M +$394K +982 +7%
SW
1097
Simplicity Wealth
New Jersey
$5.96M +$1.65M +4,124 +40%
LG
1098
Leuthold Group
Minnesota
$5.92M – – –
CM
1099
Columbus Macro
Pennsylvania
$5.92M -$621K -1,550 -10%
PI
1100
PineBridge Investments
New York
$5.91M -$381K -950 -6%
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