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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
POIA
3901
Pin Oak Investment Advisors
Texas
$182K -$240K -354 -57%
LFASL
3902
Lugano Financial Advisors SA (LFA)
Switzerland
$176K – – –
WWM
3903
Wolff Wiese Magana
California
$172K – – –
GCM
3904
Gunpowder Capital Management
Maryland
$169K +$168K +247 New
RG
3905
RHL Group
Michigan
$168K +$166K +245 New
WCM
3906
Weaver Capital Management
Georgia
$166K – – –
FF
3907
Friedenthal Financial
New Jersey
$166K -$63.2K -93 -28%
IIL
3908
Insight Inv LLC
California
$162K +$27.8K +41 +21%
UFAC
3909
Urban Financial Advisory Corp
Illinois
$162K +$160K +236 New
AGWCA
3910
Annis Gardner Whiting Capital Advisors
Florida
$161K +$4.75K +7 +3%
RJA
3911
Ross\Johnson & Associates
Minnesota
$160K – – –
MAM
3912
Morse Asset Management
Connecticut
$158K -$6.79K -10 -4%
WAU
3913
Wellington-Altus USA
Manitoba, Canada
$157K +$156K +229 New
AC
3914
Arjuna Capital
North Carolina
$153K -$10.2K -15 -6%
IIM
3915
IFC & Insurance Marketing
California
$147K +$145K +214 New
RA
3916
Ransom Advisory
Rhode Island
$143K +$142K +209 New
CAM
3917
Costello Asset Management
Pennsylvania
$136K – – –
CH
3918
CDKV Holdings
Colorado
$134K +$133K +196 New
KFG
3919
Kingdom Financial Group
Arizona
$133K +$132K +194 New
MAS
3920
MPWM Advisory Solutions
Georgia
$131K +$679 +1 +0.5%
PMIM
3921
Prudent Man Investment Management
Colorado
$131K – – –
GAFA
3922
Garton & Associates Financial Advisors
Kentucky
$129K +$128K +188 New
NRWA
3923
North Ridge Wealth Advisors
Oregon
$123K -$170K -251 -58%
1IC
3924
1922 Investment Company
Texas
$122K +$121K +178 New
EPIME
3925
Evelyn Partners Investment Management (Europe)
$122K +$23.8K +35 +24%
155 156
157
158 159