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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1176
Merriman Wealth Management
Washington
$8.77M -$127K -254 -2%
SWP
1177
Strategic Wealth Partners
Ohio
$8.77M +$803K +1,605 +11%
EFH
1178
Eaton Financial Holdings
Florida
$8.76M +$1.15M +2,294 +16%
HWP
1179
Heritage Wealth Partners
Ohio
$8.72M – – –
RCIM
1180
Red Cedar Investment Management
Michigan
$8.72M +$422K +844 +5%
RWI
1181
Red Wave Investments
Pennsylvania
$8.66M -$145K -290 -2%
WP
1182
WMS Partners
Maryland
$8.64M +$43K +86 +0.5%
VCA
1183
Verdence Capital Advisors
Maryland
$8.6M -$96.6K -193 -1%
FW
1184
Fidato Wealth
Ohio
$8.57M -$341K -682 -4%
LFAS
1185
Level Four Advisory Services
Texas
$8.54M – – –
CFSG
1186
Community Financial Services Group
Vermont
$8.54M +$8.13M +16,244 New
MCM
1187
Manchester Capital Management
Vermont
$8.53M -$85.1K -170 -1%
KCM
1188
Kennicott Capital Management
California
$8.49M +$7K +14 +0.1%
UB
1189
Umpqua Bank
Oregon
$8.43M +$8.03M +16,041 New
SAM
1190
Summit Asset Management
Tennessee
$8.42M +$5.55M +11,089 +225%
BTWM
1191
Baker Tilly Wealth Management
Wisconsin
$8.42M -$1.34M -2,674 -14%
HWMA
1192
Heritage Wealth Management (Arizona)
Arizona
$8.39M +$686K +1,371 +9%
CIR
1193
Clear Investment Research
Georgia
$8.38M -$175K -350 -2%
JA
1194
JVL Associates
Michigan
$8.37M -$20.5K -41 -0.3%
SB
1195
Simmons Bank
Arkansas
$8.36M +$45K +90 +0.6%
BWP
1196
Baldwin Wealth Partners
Massachusetts
$8.36M -$216K -431 -3%
BL
1197
BFSG LLC
California
$8.36M -$114K -227 -1%
MIA
1198
Milestone Investment Advisors
Wisconsin
$8.34M +$15.5K +31 +0.2%
CD
1199
Chapin Davis
Maryland
$8.32M +$887K +1,772 +13%
EI
1200
Ellevest Inc
New York
$8.31M +$90.6K +181 +1%
46 47
48
49 50