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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
3951
Blume Capital Management
California
$68.5K – – –
OCM
3952
Osterweis Capital Management
California
$68.5K – – –
EA
3953
Evolution Advisers
Virginia
$68K – – –
HIMS
3954
Hager Investment Management Services
New Hampshire
$67.8K – – –
SWIM
3955
Smallwood Wealth Investment Management
New Jersey
$67.1K -$95.7K -141 -59%
UIA
3956
Ulland Investment Advisors
Minnesota
$67K -$3.4K -5 -5%
IWM
3957
Inlight Wealth Management
Georgia
$66.4K – – –
RS
3958
Rakuten Securities
Japan
$65.1K -$53.6K -79 -45%
BCPWM
3959
Bradley & Co Private Wealth Management
Florida
$65.1K – – –
KC
3960
Knuff & Co
California
$65.1K – – –
HB
3961
Horizon Bancorp
Indiana
$64K – – –
OAJ
3962
Ogorek Anthony Joseph
New York
$64K – – –
CAM
3963
Chesapeake Asset Management
New York
$62.3K – – –
MCA
3964
Maryland Capital Advisors
Maryland
$58.9K +$50.9K +75 +682%
DCM
3965
Dorato Capital Management
Colorado
$55.5K +$54.3K +80 New
EWA
3966
EQ Wealth Advisors
Texas
$55.5K +$55K +81 New
NSG
3967
Nalls Sherbakoff Group
Tennessee
$53.4K – – –
PG
3968
Proffitt & Goodson
Tennessee
$51.4K -$34K -50 -40%
DWS
3969
Dynamic Wealth Strategies
California
$45.9K – – –
PSFG
3970
Park Square Financial Group
Georgia
$45.3K -$54.3K -80 -51%
PB
3971
Prosperity Bancshares
Texas
$43.8K +$43.5K +64 New
DSC
3972
Duncker Streett & Co
Missouri
$43.2K -$357K -525 -89%
EWP
3973
Elevation Wealth Partners
California
$42.5K – – –
EAM
3974
Eukles Asset Management
Ohio
$40.4K – – –
PCM
3975
Palouse Capital Management
Washington
$38.4K +$38K +56 New
157 158
159
160 161