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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
O3W
2951
Omni 360 Wealth
New Jersey
$987K +$31.3K +43 +3%
CFA
2952
Capstone Financial Advisors
Illinois
$987K -$50.2K -69 -5%
HIP
2953
Harrell Investment Partners
Texas
$978K – – –
LF
2954
LifeSteps Financial
California
$977K +$395K +542 +71%
ECM
2955
Elgethun Capital Management
South Dakota
$977K -$29.1K -40 -3%
SA
2956
SJBenen ADVISORY
North Carolina
$975K +$104K +143 +12%
CRI
2957
Colonial River Investments
Virginia
$974K -$93.9K -129 -9%
SFWC
2958
Strategic Family Wealth Counselors
New Jersey
$971K +$34.2K +47 +4%
HC
2959
Hurley Capital
New York
$971K +$1.46K +2 +0.2%
SKK
2960
Shepherd Kaplan Krochuk
Massachusetts
$969K – – –
TGIA
2961
Torrey Growth & Income Advisors
California
$969K -$27.7K -38 -3%
GWL
2962
Generations Wealth LLC
Ohio
$966K -$1.17M -1,606 -55%
BMA
2963
Brooks Moore & Associates
Tennessee
$966K – – –
WIA
2964
Westbourne Investment Advisors
Maryland
$965K +$728 +1 +0.1%
BRWM
2965
Blue Rock Wealth Management
North Carolina
$965K -$307K -422 -25%
CWAG
2966
Compton Wealth Advisory Group
Virginia
$964K – – –
DLCIG
2967
D.L. Carlson Investment Group
New Hampshire
$959K -$728 -1 -0.1%
HWM
2968
HRC Wealth Management
Idaho
$958K +$2.91K +4 +0.3%
MEAC
2969
M.E. Allison & Co
Texas
$955K +$728 +1 +0.1%
KWM
2970
Kassira Wealth Management
Tennessee
$953K – – –
AF
2971
Arrow Financial
New York
$953K -$10.2K -14 -1%
PAM
2972
PVG Asset Management
Colorado
$953K – – –
CWM
2973
CCG Wealth Management
California
$952K -$484K -665 -34%
CHC
2974
City Holding Co
West Virginia
$949K -$31.3K -43 -3%
GA
2975
Gordian Advisors
Arizona
$948K – – –
117 118
119
120 121