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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
2701
Level Financial Advisors
New York
$18.7K – – –
NL
2702
NVWM LLC
Pennsylvania
$18.7K +$17.7K +42 New
YAL
2703
Your Advocates Ltd
Texas
$18.3K – – –
CNBTD
2704
Citizens National Bank Trust Department
Mississippi
$17.8K – – –
TVWM
2705
Tower View Wealth Management
Wisconsin
$17K – – –
BLC
2706
Brown, Lisle/Cummings
Rhode Island
$16.5K – – –
GP
2707
Greenline Partners
New York
$16K – – –
VF
2708
VitalStone Financial
Texas
$15K +$3.37K +8 +27%
EA
2709
Evolution Advisers
Virginia
$15K +$14.3K +34 New
WAM
2710
WFA Asset Management
Wisconsin
$14.5K +$421 +1 +3%
FCMT
2711
Founders Capital Management (Texas)
Texas
$12.9K – – –
GCM
2712
Gables Capital Management
Florida
$11.1K -$10.5K -25 -50%
HCM
2713
Highlander Capital Management
New Jersey
$11K – – –
PFG
2714
Piershale Financial Group
Illinois
$10.3K -$2.11K -5 -18%
MTIC
2715
Missouri Trust & Investment Company
Missouri
$7.58K +$3.37K +8 +89%
AF
2716
Arrow Financial
New York
$5.79K -$2.11K -5 -28%
WPWM
2717
Western Pacific Wealth Management
Illinois
$5.79K – – –
MCA
2718
Maryland Capital Advisors
Maryland
$4.9K – – –
GM
2719
Gilfoyle Management
Connecticut
$4.5K +$1.26K +3 +43%
GI
2720
GS Investments
Minnesota
$4.14K – – –
EAM
2721
Eukles Asset Management
Ohio
$3.12K +$2.95K +7 New
GKIM
2722
GW&K Investment Management
Massachusetts
$3K +$2.95K +7 New
RF
2723
Robinswood Financial
Washington
$891 +$843 +2 New
FCAG
2724
First Capital Advisors Group
New Jersey
$1 – – –
MYLI
2725
Meiji Yasuda Life Insurance
Japan
– -$436M -1,061,712 Closed
107 108
109
110 111