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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
ATC
2701
Adirondack Trust Company
New York
$49K – – –
GGI
2702
Godsey & Gibb Inc
Virginia
$47.2K – – –
HFM
2703
Hartford Financial Management
Connecticut
$45.9K – – –
EWP
2704
Elevation Wealth Partners
California
$45.1K – – –
PG
2705
Proffitt & Goodson
Tennessee
$45.1K – – –
FMP
2706
Financial Management Professionals
Texas
$45K -$27.7K -62 -37%
NSG
2707
Nalls Sherbakoff Group
Tennessee
$44.3K +$895 +2 +2%
KC
2708
Knuff & Co
California
$42.9K – – –
MAM
2709
Marquette Asset Management
Minnesota
$41.7K -$22.4K -50 -34%
LWA
2710
Lowe Wealth Advisors
Maryland
$41.2K – – –
HIIFS
2711
Harel Insurance Investments & Financial Services
Israel
$41K +$42.9K +96 New
BCPWM
2712
Bradley & Co Private Wealth Management
Florida
$40.8K – – –
BLC
2713
Brown, Lisle/Cummings
Rhode Island
$40.4K +$25.5K +57 +154%
HB
2714
Horizon Bancorp
Indiana
$40K +$42K +94 New
PIA
2715
Powell Investment Advisors
Florida
$29.8K -$13K -29 -30%
CFS
2716
CGC Financial Services
Oregon
$29.2K – – –
DFC
2717
DB Fitzpatrick & Co
Idaho
$26.2K +$1.79K +4 +7%
TFG
2718
Team Financial Group
California
$25.7K +$26.8K +60 New
SL
2719
Savior LLC
Massachusetts
$25K – – –
PK
2720
Pflug Koory
Nebraska
$22.8K – – –
C
2721
Covestor
United Kingdom
$20K -$447 -1 -2%
SFG
2722
Steward Financial Group
Texas
$20K – – –
ASBI
2723
American State Bank (Iowa)
Iowa
$19.8K – – –
MI
2724
Mercer Investments
Massachusetts
$18.5K – – –
LFA
2725
Level Financial Advisors
New York
$18K – – –
107 108
109
110 111