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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CCMW
2476
Cypress Capital Management (Wyoming)
Wyoming
$14K – – –
TVWM
2477
Tower View Wealth Management
Wisconsin
$14K – – –
BLC
2478
Brown, Lisle/Cummings
Rhode Island
$13.3K – – –
GP
2479
Greenline Partners
New York
$13K +$14.4K +36 New
C
2480
Covestor
United Kingdom
$12K – – –
SFCL
2481
Strengthening Families & Communities LLC
Massachusetts
$12K – – –
TFA
2482
Transamerica Financial Advisors
Florida
$12K – – –
WAM
2483
WFA Asset Management
Wisconsin
$11.5K +$12.8K +32 New
IAMOG
2484
Investors Asset Management of Georgia
Georgia
$11K -$5.19K -13 -30%
AWM
2485
Aspire Wealth Management
Massachusetts
$10K -$746K -1,868 -99%
FCMT
2486
Founders Capital Management (Texas)
Texas
$10K -$22K -55 -65%
SFA
2487
Semmax Financial Advisors
North Carolina
$10K +$3.59K +9 +56%
HCM
2488
Highlander Capital Management
New Jersey
$9K – – –
PWC
2489
PYA Waltman Capital
Tennessee
$8K -$12.4K -31 -58%
SC
2490
Schubert & Co
Texas
$6K – – –
MOS
2491
MGO One Seven
Ohio
$5.49K +$853K +2,136 +21%
PP
2492
PrairieView Partners
Minnesota
$5K – – –
CYG
2493
Clean Yield Group
Vermont
$4K – – –
APW
2494
Axim Planning & Wealth
Ohio
$4K +$4.79K +12 New
FHC
2495
First Heartland Consultants
Missouri
$3.73K -$331K -829 -7%
GI
2496
GS Investments
Minnesota
$3K – – –
GWMI
2497
Guardian Wealth Management (Illinois)
Illinois
$3K +$2.79K +7 New
EWM
2498
Executive Wealth Management
Michigan
$2.1K -$753K -1,885 -47%
UFF
2499
USA Financial Formulas
Michigan
$2K – – –
KA
2500
Kozak & Associates
Colorado
$1K -$27.2K -68 -99%
98 99
100
101 102