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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
PK
2651
Pflug Koory
Nebraska
$20K – – –
GCM
2652
Gables Capital Management
Florida
$19.2K – – –
PFC
2653
Phocas Financial Corp
California
$19.2K +$19.3K +50 New
YAL
2654
Your Advocates Ltd
Texas
$17.9K – – –
ASBI
2655
American State Bank (Iowa)
Iowa
$17.7K – – –
MI
2656
Mercer Investments
Massachusetts
$16.5K – – –
LFA
2657
Level Financial Advisors
New York
$16K – – –
WOSD
2658
WFA of San Diego
California
$15.4K +$15.4K +40 New
CNBTD
2659
Citizens National Bank Trust Department
Mississippi
$15K -$27K -70 -64%
TVWM
2660
Tower View Wealth Management
Wisconsin
$15K – – –
CCMW
2661
Cypress Capital Management (Wyoming)
Wyoming
$15K – – –
MDCM
2662
Morgan Dempsey Capital Management
Wisconsin
$14.6K +$14.7K +38 New
BLC
2663
Brown, Lisle/Cummings
Rhode Island
$14.2K – – –
VF
2664
VitalStone Financial
Texas
$14K +$14.7K +38 New
SFCL
2665
Strengthening Families & Communities LLC
Massachusetts
$13K – – –
WAM
2666
WFA Asset Management
Wisconsin
$12.4K – – –
FCMT
2667
Founders Capital Management (Texas)
Texas
$11K – – –
AWM
2668
Aspire Wealth Management
Massachusetts
$10.4K – – –
HCM
2669
Highlander Capital Management
New Jersey
$10K – – –
SFA
2670
Semmax Financial Advisors
North Carolina
$10K – – –
SC
2671
Schubert & Co
Texas
$6.92K – – –
WPWM
2672
Western Pacific Wealth Management
Illinois
$4.99K +$5.02K +13 New
CYG
2673
Clean Yield Group
Vermont
$4.61K – – –
GI
2674
GS Investments
Minnesota
$3.57K – – –
LFA
2675
LGT Financial Advisors
Texas
$3.11K +$3.09K +8 New
105 106
107
108 109