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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
2976
Maltin Wealth Management
New Jersey
$268K +$1.11K +2 +0.4%
FWSM
2977
First Wilshire Securities Management
California
$268K – – –
CFGSD
2978
Compass Financial Group (South Dakota)
South Dakota
$266K +$39.5K +71 +18%
SFG
2979
Sterling Financial Group
California
$265K – – –
PAA
2980
Peregrine Asset Advisers
Oregon
$264K – – –
CH
2981
Canton Hathaway
Rhode Island
$261K – – –
TCMP
2982
Thrive Capital Management (Pennsylvania)
Pennsylvania
$261K -$81.7K -147 -25%
OA
2983
Oxbow Advisors
Texas
$261K – – –
CPCP
2984
Cedar Point Capital Partners
Iowa
$260K – – –
ONST
2985
Old North State Trust
North Carolina
$260K – – –
EG
2986
Ellerson Group
Maryland
$260K +$41.7K +75 +20%
BIM
2987
Breakwater Investment Management
Washington
$259K – – –
TNAM
2988
Terra Nova Asset Management
New York
$258K +$1.11K +2 +0.4%
TAM
2989
Tucker Asset Management
Colorado
$256K -$339K -610 -58%
MHR
2990
Matthew Hamilton Rosenberg
$255K -$40K -72 -14%
CWM
2991
CarsonAllaria Wealth Management
Illinois
$255K +$556 +1 +0.2%
BIA
2992
Benchmark Investment Advisors
Illinois
$254K -$3.89K -7 -2%
HWMC
2993
Heritage Wealth Management (California)
California
$251K – – –
KIA
2994
Knollwood Investment Advisory
Maryland
$251K +$22.8K +41 +10%
CA
2995
Crumly & Associates
Illinois
$251K +$242K +435 New
FIC
2996
Family Investment Center
Missouri
$250K – – –
FPIS
2997
Financial Planning & Information Services
Wisconsin
$250K – – –
PSP
2998
Pacific Sage Partners
Washington
$250K – – –
AC
2999
Addison Capital
Pennsylvania
$249K -$35.6K -64 -13%
AIM
3000
Alhambra Investment Management
Florida
$249K – – –
118 119
120
121 122