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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
UFAC
3901
Urban Financial Advisory Corp
Illinois
$162K +$160K +236 New
AGWCA
3902
Annis Gardner Whiting Capital Advisors
Florida
$161K +$4.75K +7 +3%
RJA
3903
Ross\Johnson & Associates
Minnesota
$160K – – –
MAM
3904
Morse Asset Management
Connecticut
$158K -$6.79K -10 -4%
AC
3905
Arjuna Capital
North Carolina
$153K -$10.2K -15 -6%
IIM
3906
IFC & Insurance Marketing
California
$147K +$145K +214 New
RA
3907
Ransom Advisory
Rhode Island
$143K +$142K +209 New
CAM
3908
Costello Asset Management
Pennsylvania
$136K – – –
CH
3909
CDKV Holdings
Colorado
$134K +$133K +196 New
KFG
3910
Kingdom Financial Group
Arizona
$133K +$132K +194 New
MAS
3911
MPWM Advisory Solutions
Georgia
$131K +$679 +1 +0.5%
PMIM
3912
Prudent Man Investment Management
Colorado
$131K – – –
GAFA
3913
Garton & Associates Financial Advisors
Kentucky
$129K +$128K +188 New
NRWA
3914
North Ridge Wealth Advisors
Oregon
$123K -$170K -251 -58%
1IC
3915
1922 Investment Company
Texas
$122K +$121K +178 New
EPIME
3916
Evelyn Partners Investment Management (Europe)
$122K +$23.8K +35 +24%
IPS
3917
Investors Portfolio Services
Washington
$120K +$119K +175 New
TWM
3918
Topsail Wealth Management
North Carolina
$119K – – –
EWA
3919
Elevate Wealth Advisory
Georgia
$117K – – –
HA
3920
Heartland Advisors
Wisconsin
$116K – – –
GCM
3921
Gables Capital Management
Florida
$115K +$103K +152 +950%
AIP
3922
Alexis Investment Partners
Texas
$114K – – –
CFS
3923
Compass Financial Services
Iowa
$113K -$37.3K -55 -25%
CP
3924
Camelot Portfolios
Ohio
$111K +$110K +162 New
GPFA
3925
Game Plan Financial Advisors
Ohio
$110K -$3.4K -5 -3%
155 156
157
158 159