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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
EWP
2701
Elevation Wealth Partners
California
$45.1K – – –
PG
2702
Proffitt & Goodson
Tennessee
$45.1K – – –
FMP
2703
Financial Management Professionals
Texas
$45K -$27.7K -62 -37%
NSG
2704
Nalls Sherbakoff Group
Tennessee
$44.3K +$895 +2 +2%
KC
2705
Knuff & Co
California
$42.9K – – –
MAM
2706
Marquette Asset Management
Minnesota
$41.7K -$22.4K -50 -34%
LWA
2707
Lowe Wealth Advisors
Maryland
$41.2K – – –
HIIFS
2708
Harel Insurance Investments & Financial Services
Israel
$41K +$42.9K +96 New
BCPWM
2709
Bradley & Co Private Wealth Management
Florida
$40.8K – – –
BLC
2710
Brown, Lisle/Cummings
Rhode Island
$40.4K +$25.5K +57 +154%
HB
2711
Horizon Bancorp
Indiana
$40K +$42K +94 New
PIA
2712
Powell Investment Advisors
Florida
$29.8K -$13K -29 -30%
CFS
2713
CGC Financial Services
Oregon
$29.2K – – –
DFC
2714
DB Fitzpatrick & Co
Idaho
$26.2K +$1.79K +4 +7%
TFG
2715
Team Financial Group
California
$25.7K +$26.8K +60 New
SL
2716
Savior LLC
Massachusetts
$25K – – –
PK
2717
Pflug Koory
Nebraska
$22.8K – – –
C
2718
Covestor
United Kingdom
$20K -$447 -1 -2%
SFG
2719
Steward Financial Group
Texas
$20K – – –
ASBI
2720
American State Bank (Iowa)
Iowa
$19.8K – – –
MI
2721
Mercer Investments
Massachusetts
$18.5K – – –
LFA
2722
Level Financial Advisors
New York
$18K – – –
CNBTD
2723
Citizens National Bank Trust Department
Mississippi
$17.2K – – –
TVWM
2724
Tower View Wealth Management
Wisconsin
$17K +$447 +1 +3%
GP
2725
Greenline Partners
New York
$15.5K – – –
107 108
109
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