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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
RP
3126
Rice Partnership
Hawaii
$106K – – –
BIC
3127
Beach Investment Counsel
Pennsylvania
$101K – – –
AGWCA
3128
Annis Gardner Whiting Capital Advisors
Florida
$98.9K – – –
EWA
3129
Elevate Wealth Advisory
Georgia
$98.6K – – –
LIS
3130
Legacy Investment Solutions
Idaho
$97.8K +$90.6K +163 New
LWMI
3131
Legacy Wealth Management (Idaho)
Idaho
$97.8K +$90.6K +163 New
RF
3132
Robinswood Financial
Washington
$95.8K +$6.67K +12 +8%
KWAG
3133
Kiely Wealth Advisory Group
North Carolina
$95.6K – – –
RA
3134
Ransom Advisory
Rhode Island
$92.3K – – –
AWM
3135
Atticus Wealth Management
Florida
$88.3K +$10.6K +19 +14%
OCM
3136
Osterweis Capital Management
California
$87.7K – – –
PCM
3137
Perritt Capital Management
Illinois
$84.8K +$556 +1 +0.7%
CAM
3138
Chesapeake Asset Management
New York
$83.6K +$80.6K +145 New
AF
3139
Aviso Financial
Ontario, Canada
$80.8K – – –
GPFA
3140
Game Plan Financial Advisors
Ohio
$80.2K – – –
OW
3141
Olistico Wealth
Oklahoma
$80.2K +$77.3K +139 New
WAM
3142
WFA Asset Management
Wisconsin
$74.6K -$33.4K -60 -32%
S
3143
Syntrinsic
Colorado
$73.2K +$53.4K +96 +320%
MAM
3144
Marquette Asset Management
Minnesota
$72.1K +$35K +63 +102%
RWM
3145
Reston Wealth Management
Virginia
$71.2K +$68.4K +123 New
ATC
3146
Adirondack Trust Company
New York
$69.8K – – –
PBK
3147
Peoples Bank (Kansas)
Kansas
$69.8K +$67.3K +121 New
FFA
3148
Fairfield Financial Advisors
Massachusetts
$67.4K -$5K -9 -7%
FFC
3149
First Financial Corp
Indiana
$66.9K – – –
EA
3150
Evolution Advisers
Virginia
$65K – – –
124 125
126
127 128