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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
IPS
3926
Investors Portfolio Services
Washington
$120K +$119K +175 New
TWM
3927
Topsail Wealth Management
North Carolina
$119K – – –
EWA
3928
Elevate Wealth Advisory
Georgia
$117K – – –
HA
3929
Heartland Advisors
Wisconsin
$116K – – –
GCM
3930
Gables Capital Management
Florida
$115K +$103K +152 +950%
AIP
3931
Alexis Investment Partners
Texas
$114K – – –
CFS
3932
Compass Financial Services
Iowa
$113K -$37.3K -55 -25%
CP
3933
Camelot Portfolios
Ohio
$111K +$110K +162 New
GPFA
3934
Game Plan Financial Advisors
Ohio
$110K -$3.4K -5 -3%
RF
3935
Robinswood Financial
Washington
$110K -$4.75K -7 -4%
PWMG
3936
Private Wealth Management Group
New Jersey
$105K – – –
QWM
3937
Quaker Wealth Management
New Jersey
$102K -$19K -28 -16%
KFO
3938
Kopp Family Office
Minnesota
$101K -$8.15K -12 -8%
BWM
3939
Benson Wealth Management
Tennessee
$100K +$99.1K +146 New
WA
3940
WestEnd Advisors
North Carolina
$97K +$31.2K +46 +48%
AF
3941
Aviso Financial
Ontario, Canada
$95.9K – – –
YAL
3942
Your Advocates Ltd
Texas
$94.9K -$291K -428 -75%
WPA
3943
Wealth Preservation Advisors
Tennessee
$92.5K – – –
GIL
3944
Go Invest LLC
Utah
$92.4K +$91.7K +135 New
MTIC
3945
Missouri Trust & Investment Company
Missouri
$91.1K – – –
SIM
3946
Strategic Investment Management
Virginia
$90.4K – – –
GGI
3947
Godsey & Gibb Inc
Virginia
$89.7K -$28.5K -42 -24%
ATC
3948
Adirondack Trust Company
New York
$89.7K – – –
CCMI
3949
Creative Capital Management Investments
California
$88.4K – – –
MNA
3950
Manning & Napier Advisors
New York
$86.2K -$331K -487 -80%
156 157
158
159 160