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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
3126
MFA Wealth Advisors
Pennsylvania
$115K -$11.1K -20 -9%
CAM
3127
Costello Asset Management
Pennsylvania
$115K – – –
KFO
3128
Kopp Family Office
Minnesota
$114K – – –
AFG
3129
Albion Financial Group
Utah
$114K -$353K -635 -76%
MRCM
3130
M&R Capital Management
New Jersey
$108K – – –
FF
3131
Friedenthal Financial
New Jersey
$107K +$13.3K +24 +15%
BAM
3132
Bellevue Asset Management
Washington
$107K – – –
RP
3133
Rice Partnership
Hawaii
$106K – – –
BIC
3134
Beach Investment Counsel
Pennsylvania
$101K – – –
AGWCA
3135
Annis Gardner Whiting Capital Advisors
Florida
$98.9K – – –
EWA
3136
Elevate Wealth Advisory
Georgia
$98.6K – – –
LIS
3137
Legacy Investment Solutions
Idaho
$97.8K +$90.6K +163 New
LWMI
3138
Legacy Wealth Management (Idaho)
Idaho
$97.8K +$90.6K +163 New
RF
3139
Robinswood Financial
Washington
$95.8K +$6.67K +12 +8%
KWAG
3140
Kiely Wealth Advisory Group
North Carolina
$95.6K – – –
RA
3141
Ransom Advisory
Rhode Island
$92.3K – – –
AWM
3142
Atticus Wealth Management
Florida
$88.3K +$10.6K +19 +14%
OCM
3143
Osterweis Capital Management
California
$87.7K – – –
PCM
3144
Perritt Capital Management
Illinois
$84.8K +$556 +1 +0.7%
CAM
3145
Chesapeake Asset Management
New York
$83.6K +$80.6K +145 New
AF
3146
Aviso Financial
Ontario, Canada
$80.8K – – –
GPFA
3147
Game Plan Financial Advisors
Ohio
$80.2K – – –
OW
3148
Olistico Wealth
Oklahoma
$80.2K +$77.3K +139 New
WAM
3149
WFA Asset Management
Wisconsin
$74.6K -$33.4K -60 -32%
S
3150
Syntrinsic
Colorado
$73.2K +$53.4K +96 +320%
124 125
126
127 128