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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
2501
Versant Capital Management
Arizona
$142K – – –
WA
2502
WestEnd Advisors
North Carolina
$140K -$131K -294 Closed
LFA
2503
Level Financial Advisors
New York
$140K – – –
RWM
2504
Raffa Wealth Management
District of Columbia
$136K – – –
IBOK
2505
Independence Bank of Kentucky
Kentucky
$127K -$26.8K -60 -18%
RF
2506
Robbins Farley
New Hampshire
$127K – – –
CICI
2507
Capital Investment Counsel Inc
North Carolina
$121K +$119K +267 New
CAM
2508
Costello Asset Management
Pennsylvania
$120K +$74.2K +166 +168%
AIM
2509
Anchor Investment Management
South Carolina
$116K -$5.37K -12 -4%
CM
2510
Cornerstone Management
Georgia
$115K – – –
PAIM
2511
Punch & Associates Investment Management
Minnesota
$114K -$5.81K -13 -5%
HBW
2512
Hazlett, Burt & Watson
West Virginia
$112K +$110K +247 New
FEG
2513
Financial Enhancement Group
Indiana
$111K -$6.71K -15 -6%
ACA
2514
Atlas Capital Advisors
Wyoming
$111K – – –
POIA
2515
Pin Oak Investment Advisors
Texas
$110K -$894 -2 -0.8%
MSFP
2516
Mark Sheptoff Financial Planning
Connecticut
$108K – – –
KFO
2517
Kopp Family Office
Minnesota
$106K – – –
IF
2518
Integrity Financial
Wyoming
$103K -$79.2K -177 -44%
AWM
2519
Accel Wealth Management
Iowa
$96K -$56.8K -127 -38%
ARIS
2520
Advanced Research Investment Solutions
California
$95K – – –
KA
2521
Kozak & Associates
Colorado
$95K – – –
CWM
2522
CarsonAllaria Wealth Management
Illinois
$90K – – –
CWM
2523
Cedar Wealth Management
California
$88K -$120K -268 -58%
MAM
2524
Marquette Asset Management
Minnesota
$88K -$2.24K -5 -3%
TFP
2525
Tilia Fiduciary Partners
North Carolina
$87K – – –
99 100
101
102 103