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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
KFO
3051
Kopp Family Office
Minnesota
$108K – – –
AT
3052
Avalon Trust
New Mexico
$104K – – –
WAM
3053
WFA Asset Management
Wisconsin
$103K +$79.4K +151 +397%
MRCM
3054
M&R Capital Management
New Jersey
$103K – – –
LFA
3055
Legend Financial Advisors
Pennsylvania
$101K – – –
BAM
3056
Bellevue Asset Management
Washington
$101K – – –
RP
3057
Rice Partnership
Hawaii
$101K +$96.8K +184 New
KA
3058
Kozak & Associates
Colorado
$97.2K -$21.6K -41 -19%
BIC
3059
Beach Investment Counsel
Pennsylvania
$96K +$92K +175 New
AGWCA
3060
Annis Gardner Whiting Capital Advisors
Florida
$93.8K +$14.2K +27 +19%
EWA
3061
Elevate Wealth Advisory
Georgia
$93.6K – – –
PGAM
3062
Princeton Global Asset Management
New Jersey
$92.2K +$1.05K +2 +1%
CPG
3063
Custom Portfolio Group
Colorado
$89.7K – – –
CP
3064
Camelot Portfolios
Ohio
$89.2K +$85.7K +163 New
FF
3065
Friedenthal Financial
New Jersey
$88.1K -$23.7K -45 -22%
RA
3066
Ransom Advisory
Rhode Island
$87.6K – – –
KWAG
3067
Kiely Wealth Advisory Group
North Carolina
$84.6K +$54.2K +103 +184%
RF
3068
Robinswood Financial
Washington
$84.3K +$81K +154 New
OCM
3069
Osterweis Capital Management
California
$83.2K – – –
AFWM
3070
Abich Financial Wealth Management
Virginia
$81.3K -$526 -1 -0.7%
PIS
3071
POM Investment Strategies
North Carolina
$81K +$77.8K +148 New
PCM
3072
Perritt Capital Management
Illinois
$80.2K – – –
DMIC
3073
Dixon Mitchell Investment Counsel
British Columbia, Canada
$77.2K – – –
AF
3074
Aviso Financial
Ontario, Canada
$76.6K +$73.6K +140 New
GPFA
3075
Game Plan Financial Advisors
Ohio
$76.1K – – –
121 122
123
124 125