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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
SR
1076
Syntax Research
Florida
$11.3M +$146K +277 +1%
AWA
1077
Arete Wealth Advisors
Illinois
$11.2M -$4.46M -8,489 -29%
IFAM
1078
Institutional & Family Asset Management
Colorado
$11.2M -$179K -340 -2%
FFP
1079
Forbes Financial Planning
Rhode Island
$11.1M -$202K -384 -2%
LI
1080
Louisbourg Investments
New Brunswick, Canada
$11.1M -$5.3M -10,080 -33%
BCG
1081
Breakwater Capital Group
New Jersey
$11M +$532K +1,011 +5%
KWA
1082
Kingswood Wealth Advisors
California
$11M +$1.38M +2,616 +15%
BCWM
1083
Bartlett & Co Wealth Management
Ohio
$11M +$182K +346 +2%
OFG
1084
Omega Financial Group
California
$11M +$164K +312 +2%
SAG
1085
Spotlight Asset Group
Illinois
$11M -$5.26K -10 -0%
DI
1086
DAGCO Inc
Ohio
$11M +$242K +461 +2%
HGWM
1087
Horst & Graben Wealth Management
Oregon
$11M +$3.48M +6,610 +49%
WF
1088
Wayfinding Financial
Washington
$11M -$111K -212 -1%
BFA
1089
Bright Financial Advisors
Michigan
$11M -$1.68M -3,193 -14%
GCM
1090
Granby Capital Management
Florida
$10.9M – – –
LT
1091
Legacy Trust
Michigan
$10.9M +$55.2K +105 +0.5%
TRIA
1092
Trail Ridge Investment Advisors
Colorado
$10.8M -$500K -951 -5%
HIA
1093
Harbor Investment Advisory
Maryland
$10.8M -$191K -364 -2%
VAM
1094
Verity Asset Management
North Carolina
$10.8M +$5.47M +10,394 +112%
SDAM
1095
Shulman DeMeo Asset Management
New York
$10.7M +$126K +240 +1%
EWA
1096
EverSource Wealth Advisors
Alabama
$10.7M +$250K +476 +3%
HI
1097
Horizon Investments
North Carolina
$10.7M -$205K -389 -2%
MCM
1098
Manchester Capital Management
Vermont
$10.6M +$1.67M +3,180 +20%
MOS
1099
MGO One Seven
Ohio
$10.5M +$528K +1,005 +6%
TPWA
1100
Twin Peaks Wealth Advisors
California
$10.5M +$467K +889 +5%
42 43
44
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