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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
PAIM
2426
Punch & Associates Investment Management
Minnesota
$90K – – –
AIM
2427
Anchor Investment Management
South Carolina
$89.3K – – –
FEG
2428
Financial Enhancement Group
Indiana
$88K – – –
MSFP
2429
Mark Sheptoff Financial Planning
Connecticut
$85K – – –
KFO
2430
Kopp Family Office
Minnesota
$84K – – –
AWM
2431
Ameliora Wealth Management
Switzerland
$83K +$93.4K +234 New
NMG
2432
New Millennium Group
Utah
$81K +$32.3K +81 +57%
CAM
2433
Costello Asset Management
Pennsylvania
$71K -$20.4K -51 -20%
BAM
2434
Bellevue Asset Management
Washington
$68K – – –
CWM
2435
CarsonAllaria Wealth Management
Illinois
$67K +$799 +2 +1%
LFA
2436
Legend Financial Advisors
Pennsylvania
$66.3K +$73.9K +185 New
MAM
2437
Marquette Asset Management
Minnesota
$66K – – –
CBT
2438
CoreFirst Bank & Trust
Kansas
$65K – – –
PG
2439
Proffitt & Goodson
Tennessee
$64K – – –
TFP
2440
Tilia Fiduciary Partners
North Carolina
$62K -$4.79K -12 -6%
SAM
2441
Strategic Asset Management
Minnesota
$61K -$81.1K -203 -18%
MCM
2442
Manchester Capital Management
Vermont
$61K – – –
TRCT
2443
Tower Research Capital (TRC)
New York
$57K -$9.43M -23,605 -99%
RTC
2444
Riverview Trust Company
Washington
$54K – – –
PCTC
2445
Perkins Coie Trust Company
Washington
$53K – – –
CWA
2446
Carolina Wealth Advisors
South Carolina
$51K – – –
ACA
2447
Atlas Capital Advisors
Wyoming
$44.5K +$2K +5 +4%
S
2448
Surevest
California
$43K – – –
FFC
2449
First Financial Corp
Indiana
$42K – – –
ATC
2450
Adirondack Trust Company
New York
$41K – – –
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