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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CNBTD
4001
Citizens National Bank Trust Department
Mississippi
$27.4K – – –
MSWA
4002
Marshall & Sterling Wealth Advisors
New York
$25.3K – – –
BFS
4003
Burkett Financial Services
South Carolina
$25.3K -$679 -1 -3%
GTAM
4004
Global Trust Asset Management
Florida
$24.4K -$97.8K -144 -80%
BGA
4005
Battery Global Advisors
Massachusetts
$23.6K -$177K -260 -50%
EF
4006
Entrust Financial
Pennsylvania
$22.6K +$22.4K +33 New
GAMC
4007
Garner Asset Management Corp
Texas
$22.6K +$22.4K +33 New
SC
4008
Sawyer & Company
Massachusetts
$21.9K – – –
DSC
4009
Daytona Street Capital
Missouri
$20.5K +$20.4K +30 New
PAIM
4010
Punch & Associates Investment Management
Minnesota
$19.2K – – –
1L
4011
10Elms LLP
Oklahoma
$17.8K – – –
TPBG
4012
Turning Point Benefit Group
Maryland
$17.8K +$17.7K +26 New
DFC
4013
DB Fitzpatrick & Co
Idaho
$16.4K – – –
W
4014
WealthCollab
Washington
$16.4K – – –
MCA
4015
McGuire Capital Advisors
Oklahoma
$15.8K +$15.6K +23 New
BGWM
4016
Bridge Generations Wealth Management
Florida
$15.1K – – –
LAMC
4017
Longview Asset Management (California)
California
$15.1K – – –
OCM
4018
Osbon Capital Management
Massachusetts
$15.1K +$14.9K +22 New
API
4019
Asset Planning Inc
California
$15K – – –
SIP
4020
Sellwood Investment Partners
Oregon
$14.4K – – –
IW
4021
Imprint Wealth
South Carolina
$11K -$28.5K -42 -72%
NWS
4022
Nvest Wealth Strategies
Ohio
$9.59K +$9.51K +14 New
WPWM
4023
Western Pacific Wealth Management
Illinois
$9.22K – – –
VFM
4024
Vision Financial Markets
Connecticut
$6.94K – – –
WFA
4025
West Financial Advisors
Iowa
$6.85K +$6.79K +10 New
159 160
161
162 163