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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1251
Connecticut Wealth Management
Connecticut
$10.4M -$764K -1,290 -7%
VCA
1252
Verdence Capital Advisors
Maryland
$10.4M -$50.3K -85 -0.5%
GEA
1253
Glen Eagle Advisors
New Jersey
$10.4M +$1.21M +2,046 +13%
GM
1254
GeoWealth Management
Illinois
$10.4M +$2.33M +3,939 +29%
BP
1255
BWM Planning
Texas
$10.3M -$1.09M -1,843 -9%
ANBT
1256
American National Bank & Trust
Texas
$10.3M -$474K -800 -4%
SWP
1257
Strategic Wealth Partners
Ohio
$10.2M +$1.17M +1,970 +13%
AA
1258
Argent Advisors
Louisiana
$10.2M +$86.4K +146 +0.8%
WSFG
1259
Wall Street Financial Group
Illinois
$10.2M +$1.45M +2,442 +16%
MWAM
1260
Manhattan West Asset Management
California
$10.2M -$309K -522 -3%
LIM
1261
Leavell Investment Management
Alabama
$10.2M +$97.7K +165 +1%
FA
1262
FDx Advisors
Illinois
$10.2M +$4.78M +8,071 +88%
WJWM
1263
Williams Jones Wealth Management
New York
$10.2M -$71.6K -121 -0.7%
BF
1264
Baring Financial
Washington
$10.1M +$10.2M +17,195 New
SWA
1265
Sax Wealth Advisors
New Jersey
$10.1M -$149K -251 -1%
ARG
1266
Advisory Resource Group
Oklahoma
$10.1M +$17.8K +30 +0.2%
WP
1267
WMS Partners
Maryland
$10.1M -$23.1K -39 -0.2%
EK
1268
Evensky & Katz
Florida
$10M -$91.2K -154 -0.9%
5W
1269
5T Wealth
California
$10M +$10.1M +17,048 New
RFP
1270
RCS Financial Planning
Maryland
$9.94M -$4.74K -8 -0%
MCM
1271
MidAtlantic Capital Management
Virginia
$9.91M +$356K +601 +4%
PRTG
1272
Post Resch Tallon Group
New York
$9.89M +$9.97M +16,838 New
TKP
1273
Tallon Kerry Patrick
$9.89M +$9.97M +16,838 New
MFG
1274
Mendota Financial Group
Wisconsin
$9.88M -$1.58M -2,671 -14%
MLA
1275
My Legacy Advisors
Oregon
$9.87M +$407K +688 +4%
49 50
51
52 53