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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
2951
Bellevue Asset Management
Washington
$88.4K – – –
SWS
2952
SYSTM Wealth Solutions
Illinois
$87.4K +$81.9K +183 New
EWA
2953
Elevate Wealth Advisory
Georgia
$81.7K +$76.5K +171 New
PGAM
2954
Princeton Global Asset Management
New Jersey
$79.9K -$25.1K -56 -25%
CPG
2955
Custom Portfolio Group
Colorado
$78.3K +$73.4K +164 New
WAG
2956
Wiser Advisor Group
Arizona
$77.3K +$72.5K +162 New
PCM
2957
Perritt Capital Management
Illinois
$69.5K – – –
AGWCA
2958
Annis Gardner Whiting Capital Advisors
Florida
$69K – – –
CWA
2959
Carolina Wealth Advisors
South Carolina
$67.8K – – –
GPFA
2960
Game Plan Financial Advisors
Ohio
$66.4K +$62.2K +139 New
AFWM
2961
Abich Financial Wealth Management
Virginia
$65.3K +$61.3K +137 New
AWM
2962
Atticus Wealth Management
Florida
$64.5K -$4.48K -10 -7%
ATC
2963
Adirondack Trust Company
New York
$61.8K +$3.13K +7 +6%
FFA
2964
Fairfield Financial Advisors
Massachusetts
$60K +$448 +1 +0.8%
YAL
2965
Your Advocates Ltd
Texas
$58.3K -$15.2K -34 -22%
FFC
2966
First Financial Corp
Indiana
$55.4K – – –
GGI
2967
Godsey & Gibb Inc
Virginia
$52.5K – – –
HFM
2968
Hartford Financial Management
Connecticut
$51.1K – – –
NSG
2969
Nalls Sherbakoff Group
Tennessee
$49.4K – – –
RFS
2970
Richardson Financial Services
Massachusetts
$49.2K +$46.1K +103 New
PG
2971
Proffitt & Goodson
Tennessee
$48.2K -$1.79K -4 -4%
EA
2972
Evolution Advisers
Virginia
$48K +$44.8K +100 New
KC
2973
Knuff & Co
California
$47.8K – – –
HIIFS
2974
Harel Insurance Investments & Financial Services
Israel
$46K – – –
LWA
2975
Lowe Wealth Advisors
Maryland
$45.9K – – –
117 118
119
120 121