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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
MRCM
3051
M&R Capital Management
New Jersey
$103K – – –
LFA
3052
Legend Financial Advisors
Pennsylvania
$101K – – –
BAM
3053
Bellevue Asset Management
Washington
$101K – – –
RP
3054
Rice Partnership
Hawaii
$101K +$96.8K +184 New
KA
3055
Kozak & Associates
Colorado
$97.2K -$21.6K -41 -19%
BIC
3056
Beach Investment Counsel
Pennsylvania
$96K +$92K +175 New
AGWCA
3057
Annis Gardner Whiting Capital Advisors
Florida
$93.8K +$14.2K +27 +19%
EWA
3058
Elevate Wealth Advisory
Georgia
$93.6K – – –
PGAM
3059
Princeton Global Asset Management
New Jersey
$92.2K +$1.05K +2 +1%
CPG
3060
Custom Portfolio Group
Colorado
$89.7K – – –
CP
3061
Camelot Portfolios
Ohio
$89.2K +$85.7K +163 New
FF
3062
Friedenthal Financial
New Jersey
$88.1K -$23.7K -45 -22%
RA
3063
Ransom Advisory
Rhode Island
$87.6K – – –
KWAG
3064
Kiely Wealth Advisory Group
North Carolina
$84.6K +$54.2K +103 +184%
RF
3065
Robinswood Financial
Washington
$84.3K +$81K +154 New
OCM
3066
Osterweis Capital Management
California
$83.2K – – –
AFWM
3067
Abich Financial Wealth Management
Virginia
$81.3K -$526 -1 -0.7%
PIS
3068
POM Investment Strategies
North Carolina
$81K +$77.8K +148 New
PCM
3069
Perritt Capital Management
Illinois
$80.2K – – –
DMIC
3070
Dixon Mitchell Investment Counsel
British Columbia, Canada
$77.2K – – –
AF
3071
Aviso Financial
Ontario, Canada
$76.6K +$73.6K +140 New
GPFA
3072
Game Plan Financial Advisors
Ohio
$76.1K – – –
AWM
3073
Atticus Wealth Management
Florida
$73.3K -$526 -1 -0.7%
FFA
3074
Fairfield Financial Advisors
Massachusetts
$68.9K +$66.3K +126 New
YAL
3075
Your Advocates Ltd
Texas
$66.8K – – –
121 122
123
124 125