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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
IBOK
2601
Independence Bank of Kentucky
Kentucky
$103K +$4.25K +11 +4%
EE
2602
EWG Elevate
California
$101K +$102K +264 New
AIM
2603
Anchor Investment Management
South Carolina
$97.6K +$1.93K +5 +2%
CM
2604
Cornerstone Management
Georgia
$97.2K – – –
WWM
2605
Wolff Wiese Magana
California
$96.8K -$279K -723 -74%
PAIM
2606
Punch & Associates Investment Management
Minnesota
$96.8K – – –
HCP
2607
Hexagon Capital Partners
Arkansas
$94.4K +$53.6K +139 +130%
MSFP
2608
Mark Sheptoff Financial Planning
Connecticut
$91.4K – – –
AWM
2609
Ameliora Wealth Management
Switzerland
$89.9K – – –
DF
2610
DecisionPoint Financial
Arizona
$86.4K +$86.8K +225 New
KFO
2611
Kopp Family Office
Minnesota
$86K -$4.25K -11 -5%
PCM
2612
Perritt Capital Management
Illinois
$81.1K +$81.4K +211 New
CAM
2613
Costello Asset Management
Pennsylvania
$76.5K – – –
RFS
2614
Retirement Financial Solutions
Tennessee
$73K +$73.3K +190 New
CWM
2615
CarsonAllaria Wealth Management
Illinois
$72K – – –
LFA
2616
Legend Financial Advisors
Pennsylvania
$71.1K – – –
BAM
2617
Bellevue Asset Management
Washington
$70.5K – – –
CBT
2618
CoreFirst Bank & Trust
Kansas
$69.9K – – –
MAM
2619
Marquette Asset Management
Minnesota
$69.5K -$1.16K -3 -2%
PG
2620
Proffitt & Goodson
Tennessee
$68.4K – – –
TFP
2621
Tilia Fiduciary Partners
North Carolina
$66.9K – – –
MCM
2622
Manchester Capital Management
Vermont
$65.3K – – –
ACA
2623
Atlas Capital Advisors
Wyoming
$60.7K +$13.1K +34 +27%
MSCM
2624
McElhenny Sheffield Capital Management
Texas
$59.2K +$59.4K +154 New
MCM
2625
Magnolia Capital Management
New York
$59K +$59K +153 New
103 104
105
106 107