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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
PBK
3501
Peoples Bank (Kansas)
Kansas
$68K – – –
DWA
3502
Dougherty Wealth Advisers
Minnesota
$63.5K – – –
PP
3503
PrairieView Partners
Minnesota
$63K – – –
AF
3504
Atala Financial
California
$61.8K – – –
GGI
3505
Godsey & Gibb Inc
Virginia
$61.8K – – –
HFM
3506
Hartford Financial Management
Connecticut
$60.1K – – –
IWM
3507
Inlight Wealth Management
Georgia
$59.6K +$62.6K +106 New
NSG
3508
Nalls Sherbakoff Group
Tennessee
$57.1K +$60.2K +102 New
MTIC
3509
Missouri Trust & Investment Company
Missouri
$56.2K -$14.8K -25 -20%
OCM
3510
Osterweis Capital Management
California
$56.2K – – –
PWM
3511
Parkworth Wealth Management
California
$56.2K – – –
EA
3512
Evolution Advisers
Virginia
$56K – – –
SAS
3513
Spurstone Advisory Services
Connecticut
$54.5K +$57.3K +97 New
TIM
3514
Thompson Investment Management
Wisconsin
$53.9K – – –
EWP
3515
Elevation Wealth Partners
California
$53.4K -$18.3K -31 -25%
BCPWM
3516
Bradley & Co Private Wealth Management
Florida
$53.4K – – –
HB
3517
Horizon Bancorp
Indiana
$53K – – –
BLC
3518
Brown, Lisle/Cummings
Rhode Island
$52.8K – – –
OAJ
3519
Ogorek Anthony Joseph
New York
$52K +$55.5K +94 New
CVM
3520
Cheviot Value Management
California
$51.5K +$53.7K +91 New
YAL
3521
Your Advocates Ltd
Texas
$51.1K – – –
CAM
3522
Chesapeake Asset Management
New York
$51.1K – – –
WW
3523
Winnow Wealth
Texas
$50.9K – – –
AFS
3524
Anderson Financial Strategies
Ohio
$48.3K -$5.32K -9 -9%
B
3525
Birchbrook
Maine
$46.1K – – –
139 140
141
142 143