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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
UIA
3601
Ulland Investment Advisors
Minnesota
$34K – – –
MAM
3602
Marquette Asset Management
Minnesota
$32.3K -$15.5K -27 -34%
PK
3603
Pflug Koory
Nebraska
$29.8K – – –
CVM
3604
Cheviot Value Management
California
$29.5K -$25.8K -45 -49%
SC
3605
Sawyer & Company
Massachusetts
$27K +$2.3K +4 +13%
B
3606
Birchbrook
Maine
$24.8K -$24.1K -42 -51%
CNBTD
3607
Citizens National Bank Trust Department
Mississippi
$24.8K – – –
MSWA
3608
Marshall & Sterling Wealth Advisors
New York
$23K – – –
BFS
3609
Burkett Financial Services
South Carolina
$22.8K – – –
1IA
3610
1620 Investment Advisors
Massachusetts
$22.4K -$4.02K -7 -16%
MS
3611
Marshall & Sullivan
Washington
$20.5K +$18.9K +33 New
PAIM
3612
Punch & Associates Investment Management
Minnesota
$17.4K – – –
CW
3613
Curio Wealth
Maryland
$17.4K +$15.5K +27 +2,700%
DRP
3614
Decker Retirement Planning
Utah
$16.8K +$15.5K +27 New
1L
3615
10Elms LLP
Oklahoma
$16.1K – – –
AW
3616
Affinity Wealth
Ohio
$14.9K -$574 -1 -4%
DFC
3617
DB Fitzpatrick & Co
Idaho
$14.9K – – –
GI
3618
GS Investments
Minnesota
$14.9K – – –
W
3619
WealthCollab
Washington
$14.9K – – –
BGWM
3620
Bridge Generations Wealth Management
Florida
$13.7K – – –
LAMC
3621
Longview Asset Management (California)
California
$13.7K – – –
API
3622
Asset Planning Inc
California
$13.5K – – –
SIP
3623
Sellwood Investment Partners
Oregon
$13K – – –
GCM
3624
Gables Capital Management
Florida
$9.93K – – –
AFG
3625
Albion Financial Group
Utah
$9.51K -$1.52M -2,649 -99%
143 144
145
146 147