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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
3476
Blume Capital Management
California
$120K -$14.8K -25 -10%
KA
3477
Kozak & Associates
Colorado
$120K -$75.6K -128 -37%
FF
3478
Friedenthal Financial
New Jersey
$119K -$625K -1,058 -83%
CTC
3479
Cetera Trust Company
Minnesota
$118K – – –
IAS
3480
IMA Advisory Services
Colorado
$118K +$123K +209 New
MMCM
3481
Murphy & Mullick Capital Management
New York
$117K +$93.3K +158 +310%
PMIM
3482
Prudent Man Investment Management
Colorado
$112K – – –
CAM
3483
Costello Asset Management
Pennsylvania
$112K – – –
IIL
3484
Insight Inv LLC
California
$110K +$43.1K +73 +59%
NC
3485
North Capital
Utah
$110K +$116K +196 New
BIA
3486
Bell Investment Advisors
California
$106K -$6.5K -11 -6%
NRWA
3487
North Ridge Wealth Advisors
Oregon
$101K – – –
AGWCA
3488
Annis Gardner Whiting Capital Advisors
Florida
$99.1K – – –
TWM
3489
Topsail Wealth Management
North Carolina
$97.8K +$5.91K +10 +6%
EWA
3490
Elevate Wealth Advisory
Georgia
$96.1K – – –
GTAM
3491
Global Trust Asset Management
Florida
$95.3K -$128K -216 -56%
RF
3492
Robinswood Financial
Washington
$95K +$1.77K +3 +2%
CWM
3493
Crowley Wealth Management
Delaware
$93.3K – – –
GPFA
3494
Game Plan Financial Advisors
Ohio
$93.3K +$15.9K +27 +19%
KFO
3495
Kopp Family Office
Minnesota
$89.3K – – –
PWMG
3496
Private Wealth Management Group
New Jersey
$86.5K +$45.5K +77 +100%
AWM
3497
Accredited Wealth Management
Kentucky
$86K -$5.91K -10 -6%
PCM
3498
Perritt Capital Management
Illinois
$83.2K +$591 +1 +0.7%
EPIME
3499
Evelyn Partners Investment Management (Europe)
$80.4K -$11.8K -20 -12%
PG
3500
Proffitt & Goodson
Tennessee
$80.4K +$23.6K +40 +39%
138 139
140
141 142