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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
KWAG
3526
Kiely Wealth Advisory Group
North Carolina
$96.6K – – –
TWM
3527
Topsail Wealth Management
North Carolina
$96.5K +$97.1K +164 New
AWM
3528
Accredited Wealth Management
Kentucky
$96K +$96.5K +163 New
EPIME
3529
Evelyn Partners Investment Management (Europe)
$96K +$96.5K +163 New
RA
3530
Ransom Advisory
Rhode Island
$94.2K – – –
KFO
3531
Kopp Family Office
Minnesota
$94K -$22.5K -38 -19%
GCM
3532
GKV Capital Management
California
$92.4K +$92.9K +157 New
OCM
3533
Osterweis Capital Management
California
$89.5K – – –
PCM
3534
Perritt Capital Management
Illinois
$86.9K – – –
AF
3535
Aviso Financial
Ontario, Canada
$82.4K – – –
GPFA
3536
Game Plan Financial Advisors
Ohio
$81.9K – – –
AWM
3537
Atticus Wealth Management
Florida
$78.9K -$11.2K -19 -12%
CJH
3538
Christopher J. Hasenberg
Wisconsin
$74.8K +$15.4K +26 +26%
WAM
3539
WFA Asset Management
Wisconsin
$74.4K -$1.78K -3 -2%
EWP
3540
Elevation Wealth Partners
California
$74.2K +$12.4K +21 +20%
MTIC
3541
Missouri Trust & Investment Company
Missouri
$73.6K +$74K +125 New
IIL
3542
Insight Inv LLC
California
$72.4K +$72.8K +123 New
ATC
3543
Adirondack Trust Company
New York
$71.2K – – –
PBK
3544
Peoples Bank (Kansas)
Kansas
$71.2K – – –
SAM
3545
Synergy Asset Management
Washington
$66.7K +$68.7K +116 New
DWA
3546
Dougherty Wealth Advisers
Minnesota
$66.5K +$66.9K +113 New
PP
3547
PrairieView Partners
Minnesota
$66K – – –
GGI
3548
Godsey & Gibb Inc
Virginia
$64.8K – – –
AF
3549
Atala Financial
California
$64.8K +$65.1K +110 New
HFM
3550
Hartford Financial Management
Connecticut
$63K – – –
140 141
142
143 144