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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
DWA
3626
Dougherty Wealth Advisers
Minnesota
$75.6K – – –
WAM
3627
WFA Asset Management
Wisconsin
$74.6K -$38.6K -60 -32%
HFM
3628
Hartford Financial Management
Connecticut
$71.8K – – –
UIA
3629
Ulland Investment Advisors
Minnesota
$69K +$30.9K +48 +87%
TCB
3630
Texas Capital Bancshares
Texas
$68.3K +$65.7K +102 New
EA
3631
Evolution Advisers
Virginia
$67K – – –
BCM
3632
Blume Capital Management
California
$66.9K -$61.2K -95 -49%
OCM
3633
Osterweis Capital Management
California
$66.9K – – –
HIMS
3634
Hager Investment Management Services
New Hampshire
$66.3K – – –
PCM
3635
Perritt Capital Management
Illinois
$66.2K -$31.6K -49 -33%
IWM
3636
Inlight Wealth Management
Georgia
$64.9K – – –
WA
3637
WestEnd Advisors
North Carolina
$64.4K +$3.22K +5 +5%
TIM
3638
Thompson Investment Management
Wisconsin
$64.3K – – –
KC
3639
Knuff & Co
California
$63.6K -$3.22K -5 -5%
BCPWM
3640
Bradley & Co Private Wealth Management
Florida
$63.6K – – –
HB
3641
Horizon Bancorp
Indiana
$63K – – –
OAJ
3642
Ogorek Anthony Joseph
New York
$62K – – –
WW
3643
Winnow Wealth
Texas
$61K +$58.6K +91 New
CAM
3644
Chesapeake Asset Management
New York
$60.9K – – –
NSG
3645
Nalls Sherbakoff Group
Tennessee
$52.2K – – –
KSB
3646
Kennebec Savings Bank
Maine
$46.2K – – –
DWS
3647
Dynamic Wealth Strategies
California
$44.8K – – –
EWP
3648
Elevation Wealth Partners
California
$41.5K -$7.73K -12 -16%
TVWM
3649
Tower View Wealth Management
Wisconsin
$41.4K -$4.51K -7 -10%
EAM
3650
Eukles Asset Management
Ohio
$39.5K – – –
144 145
146
147 148