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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CFS
3526
Compass Financial Services
Iowa
$46.1K – – –
EWA
3527
EQ Wealth Advisors
Texas
$45.5K -$184K -312 -79%
PFG
3528
Putney Financial Group
California
$45K – – –
MAM
3529
Marquette Asset Management
Minnesota
$44.4K +$15.9K +27 +52%
LI
3530
LRI Investments
Florida
$43.9K – – –
KSB
3531
Kennebec Savings Bank
Maine
$38.8K – – –
TVWM
3532
Tower View Wealth Management
Wisconsin
$38.5K +$591 +1 +1%
DWS
3533
Dynamic Wealth Strategies
California
$37.6K +$39.6K +67 New
EAM
3534
Eukles Asset Management
Ohio
$33.2K – – –
SN
3535
Sittner & Nelson
Oregon
$32K -$3.54K -6 -10%
ICCON
3536
Investment Counsel Company of Nevada
Nevada
$31.5K – – –
LRWM
3537
Lord & Richards Wealth Management
Colorado
$31.5K +$33.1K +56 New
UIA
3538
Ulland Investment Advisors
Minnesota
$31K – – –
FAM
3539
Flaharty Asset Management
Florida
$27.8K +$29.5K +50 New
PK
3540
Pflug Koory
Nebraska
$27K -$2.95K -5 -9%
1IA
3541
1620 Investment Advisors
Massachusetts
$24.2K – – –
C
3542
Covestor
United Kingdom
$23K +$5.91K +10 +32%
CNBTD
3543
Citizens National Bank Trust Department
Mississippi
$22.5K – – –
MSWA
3544
Marshall & Sterling Wealth Advisors
New York
$20.8K – – –
BFS
3545
Burkett Financial Services
South Carolina
$20.5K -$15.4K -26 -41%
WAM
3546
WFA Asset Management
Wisconsin
$19.9K -$52K -88 -70%
SC
3547
Sawyer & Company
Massachusetts
$18K – – –
FMP
3548
Financial Management Professionals
Texas
$16.9K -$6.25M -10,583 -100%
CW
3549
Curio Wealth
Maryland
$16.5K -$15.9K -27 -96%
PAIM
3550
Punch & Associates Investment Management
Minnesota
$15.7K +$2.36K +4 +17%
140 141
142
143 144