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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
WF
1626
WinCap Financial
Massachusetts
$4.97M +$1.47M +2,567 +47%
MWP
1627
Meridian Wealth Partners
Pennsylvania
$4.95M -$115K -201 -2%
CAS
1628
Coppell Advisory Solutions
Texas
$4.95M +$4.6M +8,020 New
SWP
1629
Semus Wealth Partners
Florida
$4.92M -$1.05M -1,835 -19%
PPWP
1630
Premier Path Wealth Partners
New Jersey
$4.92M +$671K +1,168 +17%
MWPCG
1631
Measured Wealth Private Client Group
New Hampshire
$4.92M – – –
SFC
1632
Sprinkle Financial Consultants
Colorado
$4.91M +$136K +236 +3%
CWS
1633
Confluence Wealth Services
Pennsylvania
$4.9M -$8.61K -15 -0.2%
SJGA
1634
Stephen J. Garry & Associates
New York
$4.9M -$62.6K -109 -1%
FGA
1635
Fortis Group Advisors
New Jersey
$4.89M -$139K -242 -3%
SWM
1636
SK Wealth Management
Rhode Island
$4.86M +$1.98M +3,442 +80%
FC
1637
Fulcrum Capital
Washington
$4.83M -$1.65M -2,882 -27%
IWC
1638
Infinity Wealth Counsel
Ohio
$4.82M -$9.19K -16 -0.2%
AA
1639
Auxano Advisors
Washington
$4.82M +$574 +1 +0%
BAM
1640
BOS Asset Management
Illinois
$4.82M -$32.7K -57 -0.7%
AA
1641
Aufman Associates
Pennsylvania
$4.81M -$23K -40 -0.5%
BPC
1642
Bearing Point Capital
Minnesota
$4.81M +$1.68M +2,922 +61%
PJSIMP
1643
P.J. Schmidt Investment Management (PJS)
Wisconsin
$4.8M +$164K +285 +4%
CFG
1644
Cooper Financial Group
California
$4.79M -$2.16M -3,761 -33%
MA
1645
MAS Advisors
Florida
$4.79M -$1.46M -2,537 -25%
STA
1646
Smith Thornton Advisors
Alabama
$4.78M +$1.98M +3,449 +81%
EIP
1647
Ellis Investment Partners
Pennsylvania
$4.76M -$106K -185 -2%
LIA
1648
LifePlan Investment Advisors
North Carolina
$4.76M -$2.01M -3,506 -31%
BOJHT
1649
Bank of Jackson Hole Trust
Wyoming
$4.75M +$107K +186 +2%
HI
1650
Horizon Investments
North Carolina
$4.75M -$4.42M -7,702 -50%
64 65
66
67 68