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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
LFS
1201
Lutz Financial Services
Nebraska
$17.6M -$199K -273 -1%
AFFA
1202
ALM First Financial Advisors
Texas
$17.5M +$3.24M +4,445 +24%
GWM
1203
Global Wealth Management
New Jersey
$17.5M +$14.6K +20 +0.1%
OFG
1204
Omega Financial Group
California
$17.4M +$215K +295 +1%
REMPR
1205
Roof Eidam Maycock Peralta (REMP)
California
$17.4M +$118K +162 +0.7%
MIA
1206
MainStreet Investment Advisors
Illinois
$17.4M +$3.83M +5,259 +29%
GS
1207
GWN Securities
Florida
$17.3M +$2.08M +2,858 +14%
DWM
1208
DWR Wealth Management
California
$17.3M -$915K -1,257 -5%
MCWA
1209
Meadow Creek Wealth Advisors
Georgia
$17.2M +$109K +149 +0.7%
BHPW
1210
Box Hill Private Wealth
Arizona
$17.2M +$649K +891 +4%
FFP
1211
Forbes Financial Planning
Rhode Island
$17.2M -$165K -226 -1%
SIS
1212
Sound Income Strategies
Florida
$17.2M +$2.23M +3,059 +15%
BFM
1213
Broadview Financial Management
Wisconsin
$17.2M -$289K -397 -2%
RDWM
1214
Red Door Wealth Management
Tennessee
$17.1M +$274K +376 +2%
PA
1215
PFG Advisors
Arizona
$17.1M -$1.76M -2,415 -10%
GBFG
1216
Gerald Baker Financial Group
Texas
$17M +$451K +620 +3%
RCG
1217
Rock Creek Group
District of Columbia
$17M -$7.48M -10,277 -31%
HAG
1218
HighPoint Advisor Group
Illinois
$17M +$475K +652 +3%
CAM
1219
Concorde Asset Management
Michigan
$16.9M +$1.26M +1,730 +8%
MFT
1220
Moisand Fitzgerald Tamayo
Florida
$16.8M -$337K -463 -2%
MWA
1221
Motive Wealth Advisors
Michigan
$16.8M -$18.9K -26 -0.1%
PFA
1222
Pinnacle Family Advisors
Missouri
$16.8M -$339K -465 -2%
FC
1223
Fusion Capital
South Carolina
$16.7M -$505K -694 -3%
SWP
1224
Strategic Wealth Partners
Ohio
$16.7M +$446K +612 +3%
GWM
1225
Greenhouse Wealth Management
Connecticut
$16.6M -$52.4K -72 -0.3%
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