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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
RA
3026
Ransom Advisory
Rhode Island
$84.1K +$80.1K +160 New
NCTC
3027
New Covenant Trust Company
Indiana
$83.1K +$79.1K +158 New
OCM
3028
Osterweis Capital Management
California
$79.9K – – –
AFWM
3029
Abich Financial Wealth Management
Virginia
$78.7K +$6.5K +13 +9%
PCM
3030
Perritt Capital Management
Illinois
$76.8K +$500 +1 +0.7%
AGWCA
3031
Annis Gardner Whiting Capital Advisors
Florida
$75.9K – – –
DMIC
3032
Dixon Mitchell Investment Counsel
British Columbia, Canada
$74.1K +$70.6K +141 New
GPFA
3033
Game Plan Financial Advisors
Ohio
$73.1K – – –
AWM
3034
Atticus Wealth Management
Florida
$71K – – –
YAL
3035
Your Advocates Ltd
Texas
$64.1K – – –
ATC
3036
Adirondack Trust Company
New York
$63.6K – – –
FFC
3037
First Financial Corp
Indiana
$61K – – –
GGI
3038
Godsey & Gibb Inc
Virginia
$57.8K – – –
HFM
3039
Hartford Financial Management
Connecticut
$56.2K – – –
EWP
3040
Elevation Wealth Partners
California
$55.2K – – –
LI
3041
LRI Investments
Florida
$55.2K +$52.5K +105 New
EA
3042
Evolution Advisers
Virginia
$53K – – –
KC
3043
Knuff & Co
California
$52.6K – – –
KIG
3044
Kessler Investment Group
Indiana
$52.6K +$50K +100 New
BCPWM
3045
Bradley & Co Private Wealth Management
Florida
$49.9K – – –
BLC
3046
Brown, Lisle/Cummings
Rhode Island
$49.4K – – –
HB
3047
Horizon Bancorp
Indiana
$49K – – –
AIMA
3048
Ables Iannone Moore & Associates
Georgia
$48.4K – – –
LWA
3049
Lowe Wealth Advisors
Maryland
$47.3K -$3K -6 -6%
PG
3050
Proffitt & Goodson
Tennessee
$44.7K -$8.01K -16 -16%
120 121
122
123 124