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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
NOI
1901
Newton One Investments
Delaware
$957K – – –
BC
1902
Burleson & Co
California
$957K -$5.02K -13 -0.5%
IPW
1903
Intergy Private Wealth
Colorado
$952K -$530K -1,374 -36%
CAM
1904
Clark Asset Management
New Hampshire
$951K +$956K +2,476 New
CWM
1905
Collaborative Wealth Management
Florida
$947K +$951K +2,464 New
KP
1906
Keel Point
Alabama
$946K -$42.1K -109 -4%
SMA
1907
Sage Mountain Advisors
Georgia
$946K -$5.02K -13 -0.5%
CCA
1908
Cadent Capital Advisors
Oklahoma
$945K +$950K +2,461 New
RCG
1909
Ruane, Cunniff & Goldfarb
New York
$945K +$949K +2,460 New
BO
1910
Bank OZK
Arkansas
$942K +$20.8K +54 +2%
HIP
1911
Harrell Investment Partners
Texas
$942K +$52.1K +135 +6%
IWA
1912
Inspirion Wealth Advisors
Illinois
$938K -$15.4K -40 -2%
PWP
1913
Perfromance Wealth Partners
Illinois
$936K +$64.4K +167 +7%
BFC
1914
Blue Fin Capital
Rhode Island
$936K -$78.3K -203 -8%
AIM
1915
Athena Investment Management
California
$935K – – –
BWM
1916
Birchcreek Wealth Management
Ohio
$934K +$3.09K +8 +0.3%
API
1917
Advisor Partners II
California
$933K -$581K -1,505 -38%
MA
1918
MJP Associates
Connecticut
$929K +$25.5K +66 +3%
OIS
1919
Okabena Investment Services
Minnesota
$926K -$3.73M -9,656 -80%
SPWM
1920
Schrum Private Wealth Management
Florida
$925K +$3.47K +9 +0.4%
HPCM
1921
Hunter Perkins Capital Management
Illinois
$923K +$928K +2,404 New
FLII
1922
First Long Island Investors
New York
$921K +$247K +639 +36%
BFWA
1923
Benchmark Financial Wealth Advisors
Florida
$920K +$41.3K +107 +5%
BMC
1924
Benin Management Corp
Connecticut
$919K +$11.6K +30 +1%
CWM
1925
ClientFirst Wealth Management
Arkansas
$919K – – –
75 76
77
78 79