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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
2276
Neumann Capital Management
California
$382K – – –
SMH
2277
Sanders Morris Harris
Texas
$381K -$13.8K -30 -4%
MA
2278
Mezzasalma Advisors
New Jersey
$381K +$47.5K +103 +15%
FNBOMD
2279
First National Bank of Mount Dora
Florida
$379K +$13.8K +30 +4%
GWAG
2280
Garrett Wealth Advisory Group
Texas
$379K +$93.6K +203 +34%
SIA
2281
SkyView Investment Advisors
New Jersey
$378K – – –
BCP
2282
Blue Chip Partners
Michigan
$377K +$4.61K +10 +1%
LDB
2283
Lee, Danner & Bass
Tennessee
$375K -$50.7K -110 -12%
IIA
2284
IPG Investment Advisors
California
$375K +$362K +786 New
ZIG
2285
Zuckerman Investment Group
Illinois
$374K – – –
RCC
2286
Red Cedar Capital
Nebraska
$374K +$361K +784 New
MIP
2287
Marietta Investment Partners
Wisconsin
$372K – – –
OWP
2288
Obermeyer Wealth Partners
Colorado
$369K -$24K -52 -6%
WAM
2289
WealthTrust Asset Management
Florida
$367K +$1.84K +4 +0.5%
WP
2290
Wedgewood Partners
Missouri
$367K +$355K +771 New
ACM
2291
Argent Capital Management
Missouri
$366K +$354K +768 New
AWAG
2292
ARS Wealth Advisors Group
Florida
$365K -$66.8K -145 -16%
HWA
2293
Hilltop Wealth Advisors
North Carolina
$365K – – –
PW
2294
Peninsula Wealth
California
$364K +$352K +763 New
HIS
2295
Horizon Investment Services
Indiana
$363K – – –
IWS
2296
Insight Wealth Strategies
California
$362K -$3.28M -7,124 -90%
VIA
2297
Vickerman Investment Advisors
Washington
$362K -$12.4K -27 -3%
BWL
2298
Bogart Wealth LLC
Virginia
$362K +$38.7K +84 +12%
CC
2299
Copperleaf Capital
North Carolina
$362K +$83.4K +181 +31%
ACM
2300
Ategra Capital Management
Virginia
$362K – – –
90 91
92
93 94