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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
976
One Capital Management
California
$2.57M +$263K +858 +9%
NWM
977
Northwest Wealth Management
Iowa
$2.57M +$779K +2,543 +34%
CI
978
Cavalier Investments
Georgia
$2.56M -$3.6M -11,752 -54%
DI
979
Disciplined Investments
Oklahoma
$2.55M +$113K +369 +4%
T
980
TrueFG
Texas
$2.54M +$26K +85 +0.9%
KC
981
Kingfisher Capital
North Carolina
$2.54M -$69.3K -226 -2%
PM
982
Pembroke Management
Quebec, Canada
$2.54M +$913K +2,978 +44%
QCM
983
Quest Capital Management
Texas
$2.53M +$139K +452 +5%
CS
984
Capital Square
Tennessee
$2.52M -$95K -310 -3%
WPC
985
Waters Parkerson & Co
Louisiana
$2.51M +$5.21K +17 +0.2%
DY
986
Dowling & Yahnke
California
$2.51M +$23K +75 +0.8%
CFA
987
Cahill Financial Advisors
Minnesota
$2.5M +$319K +1,042 +12%
SIAS
988
Shine Investment Advisory Services
Colorado
$2.5M +$2.38M +7,775 +413%
SWM
989
SVA Wealth Management
Wisconsin
$2.49M +$187K +610 +7%
SDWMA
990
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.48M +$529K +1,727 +22%
GIA
991
Guyasuta Investment Advisors
Pennsylvania
$2.48M +$677K +2,210 +30%
CFW
992
CA Family Wealth
California
$2.47M -$49K -160 -2%
FSC
993
Full Sail Capital
Oklahoma
$2.46M -$1.81M -5,898 -41%
DAS
994
Dynamic Advisor Solutions
Arizona
$2.45M -$274K -894 -9%
BFWA
995
Benchmark Financial Wealth Advisors
Florida
$2.45M +$185K +605 +7%
STB
996
S&T Bank
Pennsylvania
$2.44M +$22.1K +72 +0.8%
CCA
997
Cobblestone Capital Advisors
New York
$2.44M -$220K -719 -7%
BCA
998
Bray Capital Advisors
Florida
$2.43M -$342K -1,116 -11%
EWM
999
Endurance Wealth Management
Rhode Island
$2.42M +$86.1K +281 +3%
CG
1000
Cynosure Group
Utah
$2.41M -$63.1K -206 -2%
38 39
40
41 42