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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
DF
2651
DecisionPoint Financial
Arizona
$100K – – –
KFO
2652
Kopp Family Office
Minnesota
$99K – – –
PCM
2653
Perritt Capital Management
Illinois
$91.4K -$2.53K -6 -3%
AT
2654
Avalon Trust
New Mexico
$89.1K – – –
CAM
2655
Costello Asset Management
Pennsylvania
$88.6K – – –
CWM
2656
CarsonAllaria Wealth Management
Illinois
$83.8K -$421 -1 -0.5%
BAM
2657
Bellevue Asset Management
Washington
$82.5K – – –
LFA
2658
Legend Financial Advisors
Pennsylvania
$82.5K – – –
GTAM
2659
Global Trust Asset Management
Florida
$81.4K +$29.5K +70 +62%
MCM
2660
Manchester Capital Management
Vermont
$78K +$2.11K +5 +3%
TFP
2661
Tilia Fiduciary Partners
North Carolina
$75K -$2.53K -6 -3%
FMP
2662
Financial Management Professionals
Texas
$74K -$14.3K -34 -17%
CWM
2663
Cedar Wealth Management
California
$74K -$78.8K -187 -53%
PGAM
2664
Princeton Global Asset Management
New Jersey
$73K – – –
MCM
2665
Magnolia Capital Management
New York
$68K – – –
MSFP
2666
Mark Sheptoff Financial Planning
Connecticut
$66K – – –
MAM
2667
Marquette Asset Management
Minnesota
$65.5K -$2.53K -6 -4%
AWM
2668
Atticus Wealth Management
Florida
$64.6K – – –
LTI
2669
Laffer Tengler Investments
Tennessee
$64.2K – – –
CWA
2670
Carolina Wealth Advisors
South Carolina
$63.3K – – –
NMG
2671
New Millennium Group
Utah
$63.2K – – –
FFA
2672
Fairfield Financial Advisors
Massachusetts
$58.5K – – –
RTC
2673
Riverview Trust Company
Washington
$55.7K – – –
CAM
2674
Chesapeake Asset Management
New York
$54.8K – – –
ATC
2675
Adirondack Trust Company
New York
$52.5K – – –
105 106
107
108 109