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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CH
4026
CDKV Holdings
Colorado
$147K – – –
RF
4027
Robinswood Financial
Washington
$146K +$728 +1 +0.5%
MAM
4028
Morse Asset Management
Connecticut
$146K -$20.4K -28 -13%
MAS
4029
MPWM Advisory Solutions
Georgia
$144K – – –
SWIM
4030
Smallwood Wealth Investment Management
New Jersey
$139K – – –
TAP
4031
Tounjian Advisory Partners
Florida
$135K -$1.32M -1,812 -91%
BCM
4032
Boreal Capital Management
Florida
$131K – – –
PMIM
4033
Prudent Man Investment Management
Colorado
$131K – – –
EWA
4034
Elevate Wealth Advisory
Georgia
$128K – – –
GCM
4035
Gables Capital Management
Florida
$126K – – –
CI
4036
Cordant Inc
Oregon
$124K +$120K +165 New
PWMG
4037
Private Wealth Management Group
New Jersey
$122K -$37.1K -51 -24%
CNBTD
4038
Citizens National Bank Trust Department
Mississippi
$121K – – –
GPFA
4039
Game Plan Financial Advisors
Ohio
$121K – – –
MCRM
4040
Midway Capital Research & Management
Illinois
$121K – – –
IPS
4041
Investors Portfolio Services
Washington
$120K – – –
ABC
4042
Anchor Bay Capital
California
$117K +$109K +150 New
BWM
4043
Benson Wealth Management
Tennessee
$109K – – –
GGI
4044
Godsey & Gibb Inc
Virginia
$109K – – –
ZC
4045
Zeit Capital
Colorado
$107K +$53.2K +73 +104%
HA
4046
Heartland Advisors
Wisconsin
$105K – – –
GIL
4047
Go Invest LLC
Utah
$103K +$728 +1 +0.7%
NL
4048
NorthAvenue LLC
Ohio
$102K +$10.2K +14 +11%
SIM
4049
Strategic Investment Management
Virginia
$98.9K – – –
ATC
4050
Adirondack Trust Company
New York
$98.1K – – –
160 161
162
163 164