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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
B
3601
Birchbrook
Maine
$24.8K -$24.1K -42 -51%
CNBTD
3602
Citizens National Bank Trust Department
Mississippi
$24.8K – – –
MSWA
3603
Marshall & Sterling Wealth Advisors
New York
$23K – – –
BFS
3604
Burkett Financial Services
South Carolina
$22.8K – – –
1IA
3605
1620 Investment Advisors
Massachusetts
$22.4K -$4.02K -7 -16%
MS
3606
Marshall & Sullivan
Washington
$20.5K +$18.9K +33 New
PAIM
3607
Punch & Associates Investment Management
Minnesota
$17.4K – – –
CW
3608
Curio Wealth
Maryland
$17.4K +$15.5K +27 +2,700%
DRP
3609
Decker Retirement Planning
Utah
$16.8K +$15.5K +27 New
1L
3610
10Elms LLP
Oklahoma
$16.1K – – –
DFC
3611
DB Fitzpatrick & Co
Idaho
$14.9K – – –
GI
3612
GS Investments
Minnesota
$14.9K – – –
W
3613
WealthCollab
Washington
$14.9K – – –
BGWM
3614
Bridge Generations Wealth Management
Florida
$13.7K – – –
LAMC
3615
Longview Asset Management (California)
California
$13.7K – – –
API
3616
Asset Planning Inc
California
$13.5K – – –
SIP
3617
Sellwood Investment Partners
Oregon
$13K – – –
GCM
3618
Gables Capital Management
Florida
$9.93K – – –
AFG
3619
Albion Financial Group
Utah
$9.51K -$1.52M -2,649 -99%
LCM
3620
Logan Capital Management
Pennsylvania
$7.45K -$2.87K -5 -29%
MCA
3621
Maryland Capital Advisors
Maryland
$6.83K – – –
WOC
3622
West Oak Capital
California
$6.71K – – –
VFM
3623
Vision Financial Markets
Connecticut
$6.25K +$574 +1 +10%
SAS
3624
Spurstone Advisory Services
Connecticut
$3.73K -$52.3K -91 -94%
QT
3625
Quantbot Technologies
New York
$2.48K +$2.3K +4 New
143 144
145
146 147