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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
3501
Aviso Financial
Ontario, Canada
$78.7K – – –
IWM
3502
IMG Wealth Management
Florida
$78.1K +$82.1K +139 New
WPA
3503
Wealth Preservation Advisors
Tennessee
$75.9K +$79.7K +135 New
AWM
3504
Atticus Wealth Management
Florida
$70.2K -$5.32K -9 -7%
ATC
3505
Adirondack Trust Company
New York
$68K – – –
PBK
3506
Peoples Bank (Kansas)
Kansas
$68K – – –
DWA
3507
Dougherty Wealth Advisers
Minnesota
$63.5K – – –
PP
3508
PrairieView Partners
Minnesota
$63K – – –
AF
3509
Atala Financial
California
$61.8K – – –
GGI
3510
Godsey & Gibb Inc
Virginia
$61.8K – – –
HFM
3511
Hartford Financial Management
Connecticut
$60.1K – – –
IWM
3512
Inlight Wealth Management
Georgia
$59.6K +$62.6K +106 New
NSG
3513
Nalls Sherbakoff Group
Tennessee
$57.1K +$60.2K +102 New
MTIC
3514
Missouri Trust & Investment Company
Missouri
$56.2K -$14.8K -25 -20%
OCM
3515
Osterweis Capital Management
California
$56.2K – – –
PWM
3516
Parkworth Wealth Management
California
$56.2K – – –
EA
3517
Evolution Advisers
Virginia
$56K – – –
SAS
3518
Spurstone Advisory Services
Connecticut
$54.5K +$57.3K +97 New
TIM
3519
Thompson Investment Management
Wisconsin
$53.9K – – –
EWP
3520
Elevation Wealth Partners
California
$53.4K -$18.3K -31 -25%
BCPWM
3521
Bradley & Co Private Wealth Management
Florida
$53.4K – – –
HB
3522
Horizon Bancorp
Indiana
$53K – – –
BLC
3523
Brown, Lisle/Cummings
Rhode Island
$52.8K – – –
OAJ
3524
Ogorek Anthony Joseph
New York
$52K +$55.5K +94 New
CVM
3525
Cheviot Value Management
California
$51.5K +$53.7K +91 New
139 140
141
142 143