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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
BPWM
1901
BCS Private Wealth Management
New Jersey
$4.04M – – –
EK
1902
Evensky & Katz
Florida
$4.01M -$150K -219 -3%
SW
1903
SMART Wealth
Nebraska
$4.01M +$1.65M +2,419 +65%
TF
1904
Tudor Financial
Ohio
$4M -$64.9K -95 -2%
MA
1905
Mezzasalma Advisors
New Jersey
$4M +$663K +971 +19%
GJWM
1906
Gilliland Jeter Wealth Management
Arkansas
$3.99M -$22.5K -33 -0.5%
AFA
1907
American Financial Advisors
Georgia
$3.98M -$109K -160 -3%
PGF
1908
Plan Group Financial
Oklahoma
$3.98M -$1.1M -1,607 -21%
LKBC
1909
L.K. Benson & Company
Maryland
$3.97M +$43K +63 +1%
CSIC
1910
Clifford Swan Investment Counsel
California
$3.97M -$85.4K -125 -2%
EFL
1911
ERn Financial LLC
Wisconsin
$3.96M -$41.7K -61 -1%
SGCM
1912
Sanchez Gaunt Capital Management
Nevada
$3.95M +$4.13M +6,045 New
OC
1913
Oakworth Capital
Alabama
$3.94M -$32.1K -47 -0.8%
IA
1914
Invested Advisors
Pennsylvania
$3.93M -$16.4K -24 -0.4%
RMS
1915
Retirement Management Systems
Maryland
$3.92M -$113K -166 -3%
MSA
1916
McAlister Sweet & Associates
Texas
$3.92M -$6.83K -10 -0.2%
OWA
1917
ORBA Wealth Advisors
Illinois
$3.9M +$64.2K +94 +2%
WFA
1918
WestHill Financial Advisors
California
$3.89M -$79.2K -116 -2%
LFA
1919
Legacy Financial Advisors
Kentucky
$3.89M +$85.4K +125 +2%
SDWMA
1920
Schneider Downs Wealth Management Advisors
Pennsylvania
$3.88M +$38.2K +56 +1%
FC
1921
Fulcrum Capital
Washington
$3.84M -$282K -413 -7%
EFH
1922
Eaton Financial Holdings
Florida
$3.83M -$725K -1,062 -15%
WFMPM
1923
Woodley Farra Manion Portfolio Management
Indiana
$3.83M +$161K +236 +4%
AOWM
1924
Asset One Wealth Management
Washington
$3.82M -$182K -266 -5%
ET
1925
Equitable Trust
Tennessee
$3.82M – – –
75 76
77
78 79