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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
3001
Blume Capital Management
California
$131K -$25K -50 -17%
MCM
3002
Mill Capital Management
North Carolina
$131K – – –
WCM
3003
Weaver Capital Management
Georgia
$125K +$119K +238 New
MM
3004
Main Management
California
$124K – – –
BIA
3005
Bell Investment Advisors
California
$122K – – –
KA
3006
Kozak & Associates
Colorado
$115K -$26.5K -53 -20%
FFL
3007
Financial Freedom LLC
Ohio
$112K +$500 +1 +0.5%
CTC
3008
Cetera Trust Company
Minnesota
$110K – – –
DF
3009
DecisionPoint Financial
Arizona
$109K -$6K -12 -5%
FF
3010
Friedenthal Financial
New Jersey
$108K +$5.5K +11 +6%
CAM
3011
Costello Asset Management
Pennsylvania
$105K – – –
KFO
3012
Kopp Family Office
Minnesota
$104K – – –
LCK
3013
LeRoy C. Kopp
$104K +$98.6K +197 New
AT
3014
Avalon Trust
New Mexico
$99.9K – – –
MRCM
3015
M&R Capital Management
New Jersey
$98.8K -$176K -351 -65%
BAM
3016
Bellevue Asset Management
Washington
$97.3K – – –
LFA
3017
Legend Financial Advisors
Pennsylvania
$97.3K – – –
EWA
3018
Elevate Wealth Advisory
Georgia
$89.9K – – –
DF
3019
Dunhill Financial
United Kingdom
$88.8K +$76.6K +153 +956%
PGAM
3020
Princeton Global Asset Management
New Jersey
$88K – – –
CPG
3021
Custom Portfolio Group
Colorado
$86.2K – – –
RA
3022
Ransom Advisory
Rhode Island
$84.1K +$80.1K +160 New
NCTC
3023
New Covenant Trust Company
Indiana
$83.1K +$79.1K +158 New
OCM
3024
Osterweis Capital Management
California
$79.9K – – –
AFWM
3025
Abich Financial Wealth Management
Virginia
$78.7K +$6.5K +13 +9%
119 120
121
122 123