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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
AGWCA
3876
Annis Gardner Whiting Capital Advisors
Florida
$167K +$15K +22 +9%
MIM
3877
Marshall Investment Management
Colorado
$167K +$175K +256 New
WWM
3878
Wolff Wiese Magana
California
$164K – – –
RG
3879
RHL Group
Michigan
$160K +$683 +1 +0.4%
WCM
3880
Weaver Capital Management
Georgia
$160K +$683 +1 +0.4%
NRWA
3881
North Ridge Wealth Advisors
Oregon
$154K +$38.2K +56 +31%
CAC
3882
Core Alternative Capital
Georgia
$154K -$68.3K -100 -30%
LHEI
3883
Leo H. Evart Inc
California
$153K +$160K +235 New
IIL
3884
Insight Inv LLC
California
$153K -$2.05K -3 -1%
MAM
3885
Morse Asset Management
Connecticut
$146K -$4.78K -7 -3%
AC
3886
Arjuna Capital
North Carolina
$146K – – –
SFC
3887
SYM Financial Corp
Indiana
$144K +$151K +221 New
RJA
3888
Ross\Johnson & Associates
Minnesota
$142K -$10.9K -16 -7%
SA
3889
Scarborough Advisors
Maryland
$141K +$147K +216 New
IA
3890
IFG Advisory
Georgia
$140K -$11.2M -16,406 -99%
PWMG
3891
Private Wealth Management Group
New Jersey
$140K +$41K +60 +39%
PMIM
3892
Prudent Man Investment Management
Colorado
$131K – – –
CAM
3893
Costello Asset Management
Pennsylvania
$130K – – –
GCM
3894
Gunpowder Capital Management
Maryland
$129K -$33.5K -49 -20%
CH
3895
CDKV Holdings
Colorado
$128K – – –
RF
3896
Robinswood Financial
Washington
$127K +$23.2K +34 +21%
MAS
3897
MPWM Advisory Solutions
Georgia
$125K – – –
SWIM
3898
Smallwood Wealth Investment Management
New Jersey
$121K +$59.4K +87 +90%
EPIME
3899
Evelyn Partners Investment Management (Europe)
$116K – – –
IWM
3900
IMG Wealth Management
Florida
$116K -$307K -450 -72%
154 155
156
157 158