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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
KC
4051
Knuff & Co
California
$37.4K – – –
UIA
4052
Ulland Investment Advisors
Minnesota
$37K -$35K -48 -49%
TVWM
4053
Tower View Wealth Management
Wisconsin
$33K – – –
APW
4054
Allied Private Wealth
Florida
$32.8K +$31.3K +43 New
MFS
4055
Montgomery Financial Services
Maryland
$32.2K +$31.3K +43 New
JAWA
4056
John A. Wolfe & Associates
Michigan
$31.5K – – –
PSFG
4057
Park Square Financial Group
Georgia
$30.7K -$13.8K -19 -32%
VC
4058
Vestor Capital
Illinois
$30.2K +$160M +220,365 +314%
ATC
4059
Advantage Trust Company
Kansas
$29.2K +$28.4K +39 New
BFS
4060
Burkett Financial Services
South Carolina
$27.8K -$55.3K -76 -67%
MSWA
4061
Marshall & Sterling Wealth Advisors
New York
$27.7K – – –
SC
4062
Sawyer & Company
Massachusetts
$27K +$2.91K +4 +13%
GTAM
4063
Global Trust Asset Management
Florida
$26.7K – – –
MAM
4064
Marquette Asset Management
Minnesota
$26.2K -$1.46K -2 -5%
B
4065
Birchbrook
Maine
$25.5K -$2.91K -4 -11%
EF
4066
Entrust Financial
Pennsylvania
$24.7K – – –
PWM
4067
Peterson Wealth Management
Nevada
$23.3K +$22.6K +31 New
EWP
4068
Elevation Wealth Partners
California
$22.5K – – –
CWA
4069
Carolina Wealth Advisors
South Carolina
$21.7K +$21.1K +29 New
VL
4070
Vima LLC
Michigan
$20.2K +$19.7K +27 New
W
4071
WealthCollab
Washington
$18K – – –
DFC
4072
DB Fitzpatrick & Co
Idaho
$18K – – –
SC
4073
Swan Capital
Florida
$17.2K +$16.7K +23 New
AFG
4074
Albion Financial Group
Utah
$16.5K -$105K -144 -87%
API
4075
Asset Planning Inc
California
$16.5K – – –
161 162
163
164 165