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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
1801
Burleson & Co
California
$957K -$16K -39 -2%
BWAM
1802
Boyd Watterson Asset Management
Ohio
$957K +$140K +341 +16%
AP
1803
Arlington Partners
Alabama
$952K -$42.4K -103 -4%
YIH
1804
Y-Intercept (HK)
Hong Kong
$952K +$1.03M +2,512 New
KF
1805
Krilogy Financial
Missouri
$949K -$353K -857 -26%
SMA
1806
Sage Mountain Advisors
Georgia
$947K +$263K +639 +34%
TSS
1807
Two Sigma Securities
New York
$946K -$503K -1,224 -33%
BI
1808
Ballast Inc
Kentucky
$946K -$136K -331 -12%
RP
1809
Reinhart Partners
Wisconsin
$946K – – –
NOI
1810
Newton One Investments
Delaware
$944K – – –
MPCL
1811
My Personal CFO LLC
Washington
$940K +$15.6K +38 +2%
PIA
1812
Pinion Investment Advisors
Kansas
$938K +$34.6K +84 +4%
HFS
1813
Heritage Financial Services
Massachusetts
$933K +$86.4K +210 +9%
KLI
1814
Kelman-Lazarov Inc
Tennessee
$927K +$1.01M +2,446 New
IA
1815
Integrity Advisory
Kansas
$922K -$329K -800 -25%
GAM
1816
Griffin Asset Management
New York
$922K -$1.23K -3 -0.1%
BFWA
1817
Benchmark Financial Wealth Advisors
Florida
$916K +$132K +322 +15%
DI
1818
DFPG Investments
Utah
$912K +$95K +231 +11%
HPCM
1819
Hunter Perkins Capital Management
Illinois
$911K -$39.5K -96 -4%
CWM
1820
ClientFirst Wealth Management
Arkansas
$907K – – –
CWA
1821
Clarity Wealth Advisors
California
$905K +$13.6K +33 +1%
KWM
1822
Kaydan Wealth Management
Michigan
$904K -$65.8K -160 -6%
RIA
1823
Realta Investment Advisors
Delaware
$904K -$342K -832 -26%
SCA
1824
Scott Capital Advisors
Oregon
$904K +$89.7K +218 +10%
WA
1825
WestEnd Advisors
North Carolina
$904K +$980K +2,383 New
71 72
73
74 75