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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CWS
1751
Confluence Wealth Services
Pennsylvania
$976K -$47.5K -119 -4%
PL
1752
Parthenon LLC
Kentucky
$973K -$12.8K -32 -1%
CFO
1753
Collective Family Office
Pennsylvania
$968K -$1.82M -4,569 -63%
WP
1754
Wealthspan Partners
Iowa
$968K -$42.7K -107 -4%
FDCC
1755
Foster Dykema Cabot & Co
Massachusetts
$967K – – –
SSWM
1756
Smith Salley Wealth Management
North Carolina
$964K -$134K -335 -11%
AIP
1757
Ahrens Investment Partners
Louisiana
$959K -$18.8K -47 -2%
KM
1758
Kalos Management
Georgia
$958K -$220K -551 -18%
JWWM
1759
Johnson & White Wealth Management
Pennsylvania
$958K +$1.07M +2,672 New
WAOTB
1760
Wealth Advisors of Tampa Bay
Florida
$955K -$1.06M -2,664 -50%
ACP
1761
Arcus Capital Partners
Georgia
$951K -$31.9K -80 -3%
FMTC
1762
Farmers & Merchants Trust Company
California
$951K -$7.99K -20 -0.7%
DP
1763
Dearborn Partners
Illinois
$950K +$1.06M +2,649 New
APP
1764
Avantax Planning Partners
Iowa
$949K +$159K +398 +18%
CWM
1765
ClientFirst Wealth Management
Arkansas
$948K – – –
BFC
1766
Blue Fin Capital
Rhode Island
$946K -$242K -607 -19%
EM
1767
Excalibur Management
Massachusetts
$945K -$2.4K -6 -0.2%
BTW
1768
Boston Trust Walden
Massachusetts
$944K – – –
EHC
1769
Everett Harris & Co
California
$943K -$399 -1 -0%
AP
1770
Adero Partners
California
$942K -$96.2K -241 -9%
TFGT
1771
TS Financial Group (TSFG)
Illinois
$938K +$176K +441 +20%
CA
1772
Cortland Associates
Missouri
$936K -$59.9K -150 -5%
EFG
1773
Everhart Financial Group
Ohio
$935K – – –
SWM
1774
Soundmark Wealth Management
Washington
$930K -$184K -461 -15%
NEWAS
1775
N.E.W. Advisory Services
Wisconsin
$927K -$75.5K -189 -7%
69 70
71
72 73