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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
PAIM
2601
Punch & Associates Investment Management
Minnesota
$96.8K – – –
HCP
2602
Hexagon Capital Partners
Arkansas
$94.4K +$53.6K +139 +130%
MSFP
2603
Mark Sheptoff Financial Planning
Connecticut
$91.4K – – –
AWM
2604
Ameliora Wealth Management
Switzerland
$89.9K – – –
DF
2605
DecisionPoint Financial
Arizona
$86.4K +$86.8K +225 New
KFO
2606
Kopp Family Office
Minnesota
$86K -$4.25K -11 -5%
PCM
2607
Perritt Capital Management
Illinois
$81.1K +$81.4K +211 New
CAM
2608
Costello Asset Management
Pennsylvania
$76.5K – – –
RFS
2609
Retirement Financial Solutions
Tennessee
$73K +$73.3K +190 New
CWM
2610
CarsonAllaria Wealth Management
Illinois
$72K – – –
LFA
2611
Legend Financial Advisors
Pennsylvania
$71.1K – – –
BAM
2612
Bellevue Asset Management
Washington
$70.5K – – –
CBT
2613
CoreFirst Bank & Trust
Kansas
$69.9K – – –
MAM
2614
Marquette Asset Management
Minnesota
$69.5K -$1.16K -3 -2%
PG
2615
Proffitt & Goodson
Tennessee
$68.4K – – –
TFP
2616
Tilia Fiduciary Partners
North Carolina
$66.9K – – –
MCM
2617
Manchester Capital Management
Vermont
$65.3K – – –
ACA
2618
Atlas Capital Advisors
Wyoming
$60.7K +$13.1K +34 +27%
MSCM
2619
McElhenny Sheffield Capital Management
Texas
$59.2K +$59.4K +154 New
MCM
2620
Magnolia Capital Management
New York
$59K +$59K +153 New
PCTC
2621
Perkins Coie Trust Company
Washington
$56.9K – – –
LTI
2622
Laffer Tengler Investments
Tennessee
$55.3K +$55.6K +144 New
CWA
2623
Carolina Wealth Advisors
South Carolina
$55K – – –
NMG
2624
New Millennium Group
Utah
$54.8K -$31.3K -81 -36%
FFL
2625
Financial Freedom LLC
Ohio
$52K +$52.1K +135 New
103 104
105
106 107