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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
MAS
3551
MPWM Advisory Solutions
Georgia
$109K -$37.9K -66 -27%
TWM
3552
Topsail Wealth Management
North Carolina
$108K – – –
GTAM
3553
Global Trust Asset Management
Florida
$105K – – –
WAM
3554
WFA Asset Management
Wisconsin
$103K +$86.7K +151 +397%
GPFA
3555
Game Plan Financial Advisors
Ohio
$103K – – –
CFS
3556
Compass Financial Services
Iowa
$103K +$47.7K +83 +101%
KFO
3557
Kopp Family Office
Minnesota
$98.7K – – –
PWMG
3558
Private Wealth Management Group
New Jersey
$95.6K – – –
PCM
3559
Perritt Capital Management
Illinois
$92.2K – – –
DWM
3560
Darwin Wealth Management
Florida
$91.5K -$74.6K -130 -47%
EPIME
3561
Evelyn Partners Investment Management (Europe)
$88.8K – – –
AF
3562
Aviso Financial
Ontario, Canada
$86.9K – – –
AWM
3563
Accredited Wealth Management
Kentucky
$85.7K -$8.61K -15 -10%
YAL
3564
Your Advocates Ltd
Texas
$85.7K +$27K +47 +52%
PG
3565
Proffitt & Goodson
Tennessee
$83.8K -$4.59K -8 -6%
WPA
3566
Wealth Preservation Advisors
Tennessee
$83.8K – – –
MTIC
3567
Missouri Trust & Investment Company
Missouri
$82.6K +$18.9K +33 +33%
SIM
3568
Strategic Investment Management
Virginia
$82K -$161K -280 -68%
ATC
3569
Adirondack Trust Company
New York
$81.3K +$5.74K +10 +8%
CCMI
3570
Creative Capital Management Investments
California
$80.1K +$74.1K +129 New
GGI
3571
Godsey & Gibb Inc
Virginia
$75.8K +$6.89K +12 +11%
PP
3572
PrairieView Partners
Minnesota
$73K +$2.87K +5 +4%
DWA
3573
Dougherty Wealth Advisers
Minnesota
$70.2K – – –
BWM
3574
Bullock Wealth Management
Indiana
$69.6K +$50K +87 +348%
RP
3575
Rice Partnership
Hawaii
$69.5K +$52.8K +92 +460%
141 142
143
144 145