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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
JWBC
3026
J.W. Burns & Co
New York
$472K -$25.8K -45 -6%
OFO
3027
OneAscent Family Office
Alabama
$471K +$435K +758 New
OPPS
3028
Obsidian Personal Planning Solutions
Maryland
$471K – – –
FF
3029
Finley Financial
Nevada
$469K – – –
NMCM
3030
Nicholson Meyer Capital Management
Missouri
$468K -$10.3K -18 -2%
AWP
3031
Axis Wealth Partners
Rhode Island
$468K -$39K -68 -8%
NAMP
3032
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$466K – – –
OFP
3033
OLIO Financial Planning
Virginia
$465K +$574 +1 +0.1%
PWG
3034
Private Wealth Group
Florida
$465K – – –
EFN
3035
Equita Financial Network
Pennsylvania
$464K -$7.45M -12,971 -95%
IF
3036
Integrity Financial
Wyoming
$463K – – –
RL
3037
Retireful LLC
Michigan
$463K +$428K +745 New
FSA
3038
Financial Security Advisor
Virginia
$462K +$1.15K +2 +0.3%
MLL
3039
Moody Lynn & Lieberson
Massachusetts
$460K – – –
CWD
3040
Clarity Wealth Development
Oregon
$459K – – –
CB
3041
Chris Bulman
California
$458K -$98.8K -172 -19%
GCWM
3042
Guided Capital Wealth Management
Texas
$457K – – –
SMH
3043
Sanders Morris Harris
Texas
$456K -$2.16M -3,761 -84%
MCIA
3044
Mountain Capital Investment Advisors
Colorado
$456K -$79.8K -139 -16%
HCM
3045
Hillman Capital Management
Maryland
$454K – – –
NC
3046
NewSquare Capital
Pennsylvania
$454K +$32.7K +57 +8%
QIM
3047
Quest Investment Management
Oregon
$454K -$14.4K -25 -3%
CMS
3048
Capital Market Strategies
Florida
$454K -$5.17K -9 -1%
CF
3049
Clarity Financial
Texas
$453K -$574 -1 -0.1%
AHC
3050
Adell Harriman & Carpenter
Texas
$453K – – –
120 121
122
123 124