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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
3901
Boreal Capital Management
Florida
$114K -$792K -1,160 -87%
TWM
3902
Topsail Wealth Management
North Carolina
$114K – – –
EWA
3903
Elevate Wealth Advisory
Georgia
$112K – – –
GCM
3904
Gables Capital Management
Florida
$110K – – –
PIS
3905
POM Investment Strategies
North Carolina
$109K -$900K -1,318 -89%
AFG
3906
Albion Financial Group
Utah
$108K +$32.8K +48 +41%
CNBTD
3907
Citizens National Bank Trust Department
Mississippi
$106K +$83.3K +122 +305%
GPFA
3908
Game Plan Financial Advisors
Ohio
$105K – – –
MCRM
3909
Midway Capital Research & Management
Illinois
$105K +$110K +161 New
IPS
3910
Investors Portfolio Services
Washington
$105K -$10.2K -15 -9%
KFO
3911
Kopp Family Office
Minnesota
$96K – – –
BWM
3912
Benson Wealth Management
Tennessee
$95.4K – – –
RP
3913
Rice Partnership
Hawaii
$95.4K +$23.2K +34 +30%
GGI
3914
Godsey & Gibb Inc
Virginia
$94.7K +$9.56K +14 +11%
MWM
3915
Magnolia Wealth Management
Alabama
$94.7K +$99K +145 New
HA
3916
Heartland Advisors
Wisconsin
$91.4K -$19.8K -29 -17%
AF
3917
Aviso Financial
Ontario, Canada
$91.4K – – –
BIA
3918
Bell Investment Advisors
California
$90.3K -$258K -378 -73%
GIL
3919
Go Invest LLC
Utah
$89.1K +$683 +1 +0.7%
CF
3920
Conquis Financial
California
$87.5K – – –
SIM
3921
Strategic Investment Management
Virginia
$86.2K – – –
WFA
3922
Wells Financial Advisors
Massachusetts
$85.6K -$556K -814 -86%
ATC
3923
Adirondack Trust Company
New York
$85.6K – – –
QWM
3924
Quaker Wealth Management
New Jersey
$84.9K -$13K -19 -13%
CCMI
3925
Creative Capital Management Investments
California
$84.3K – – –
155 156
157
158 159