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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CCMW
2501
Cypress Capital Management (Wyoming)
Wyoming
$15K +$16K +39 New
BLC
2502
Brown, Lisle/Cummings
Rhode Island
$14K +$6.17K +15 +68%
TVWM
2503
Tower View Wealth Management
Wisconsin
$14K – – –
TFA
2504
Transamerica Financial Advisors
Florida
$13K +$13.6K +33 New
EA
2505
Evolution Advisers
Virginia
$13K +$14K +34 New
C
2506
Covestor
United Kingdom
$12K +$4.94K +12 +60%
TFA
2507
Toth Financial Advisory
Virginia
$11K -$21.8K -53 -65%
IAIM
2508
International Assets Investment Management
Florida
$9.7K +$1.01M +2,451 +11%
AF
2509
Arrow Financial
New York
$9K -$432K -1,050 -98%
HCM
2510
Highlander Capital Management
New Jersey
$9K – – –
SC
2511
Schubert & Co
Texas
$7K – – –
SFA
2512
Semmax Financial Advisors
North Carolina
$7K – – –
RDIA
2513
RE Dickinson Investment Advisors
Iowa
$6.29K +$68.3K +166 +1%
PP
2514
PrairieView Partners
Minnesota
$6K – – –
CYG
2515
Clean Yield Group
Vermont
$5K -$30.9K -75 -86%
CAGAS
2516
Capital Advisory Group Advisory Services
Minnesota
$5K – – –
GI
2517
GS Investments
Minnesota
$4K – – –
BRWM
2518
B. Riley Wealth Management
Tennessee
$3.55K +$38.7K +94 +1%
BPC
2519
Banque Pictet & Cie
Switzerland
$3.47K – – –
CQS
2520
Credential Qtrade Securities
$3.03K – – –
CFO
2521
Colony Family Offices
North Carolina
$3K -$411 -1 -11%
UFF
2522
USA Financial Formulas
Michigan
$2K – – –
FA
2523
Fortis Advisors
Pennsylvania
$1K -$6.17K -15 -83%
DSC
2524
Duncker Streett & Co
Missouri
$1K – – –
AR
2525
Apeiron RIA
Texas
$490 +$3.81M +9,273 +599%
99 100
101
102 103