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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
SJIM
1526
St. Johns Investment Management
Florida
$5.81M +$1.51M +2,637 +39%
MFA
1527
Morling Financial Advisors
California
$5.79M -$92.4K -161 -2%
BL
1528
BFSG LLC
California
$5.78M -$122K -212 -2%
EP
1529
Essential Planning
New Hampshire
$5.77M -$51.7K -90 -1%
SCA
1530
Strathmore Capital Advisors
North Carolina
$5.76M +$5.28M +9,193 New
QWM
1531
Quadcap Wealth Management
Texas
$5.75M +$57.4K +100 +1%
SMA
1532
Sage Mountain Advisors
Georgia
$5.74M +$630K +1,097 +13%
EFH
1533
Eaton Financial Holdings
Florida
$5.73M -$3.11M -5,412 -37%
T
1534
TrueFG
Texas
$5.73M -$114K -199 -2%
CIA
1535
Compass Ion Advisors
Pennsylvania
$5.72M -$194K -338 -4%
FFM
1536
Forum Financial Management
Illinois
$5.71M -$738K -1,286 -12%
JSL
1537
JT Stratford LLC
Georgia
$5.71M -$62K -108 -1%
NWM
1538
Navigoe Wealth Management
California
$5.69M +$2.12M +3,688 +67%
SWA
1539
Strategies Wealth Advisors
Michigan
$5.68M -$499K -869 -9%
BFW
1540
Brady Family Wealth
Missouri
$5.68M +$56.3K +98 +1%
KCP
1541
Kera Capital Partners
California
$5.68M +$1.3M +2,260 +33%
PCA
1542
PMV Capital Advisers
Texas
$5.66M -$86.7K -151 -2%
SFG
1543
Sunburst Financial Group
Alabama
$5.66M +$32.2K +56 +0.6%
AF
1544
Affiance Financial
Minnesota
$5.65M -$574 -1 -0%
SIS
1545
Sound Income Strategies
Florida
$5.64M +$357K +622 +7%
WBC
1546
West Branch Capital
Massachusetts
$5.63M -$181K -316 -3%
WA
1547
WPG Advisers
Maryland
$5.62M +$885K +1,542 +21%
UOTTAIMCU
1548
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$5.62M +$563K +980 +12%
FHC
1549
First Heartland Consultants
Missouri
$5.62M -$1.34M -2,331 -20%
CPCM
1550
Cornerstone Partners Capital Management
Virginia
$5.6M – – –
60 61
62
63 64