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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
2451
Costello Asset Management
Pennsylvania
$95K -$6.17K -15 -6%
AIM
2452
Anchor Investment Management
South Carolina
$94.4K -$2.47K -6 -2%
FEG
2453
Financial Enhancement Group
Indiana
$93K – – –
POIA
2454
Pin Oak Investment Advisors
Texas
$93K +$411 +1 +0.4%
MSFP
2455
Mark Sheptoff Financial Planning
Connecticut
$90K – – –
KFO
2456
Kopp Family Office
Minnesota
$89K – – –
AWM
2457
Accel Wealth Management
Iowa
$82K – – –
OPW
2458
Oxler Private Wealth
New York
$74.7K +$80.6K +196 New
CWM
2459
Cedar Wealth Management
California
$72K -$1.65K -4 -2%
CWM
2460
CarsonAllaria Wealth Management
Illinois
$71K -$5.76K -14 -7%
TFP
2461
Tilia Fiduciary Partners
North Carolina
$71K -$2.06K -5 -3%
BAM
2462
Bellevue Asset Management
Washington
$71K – – –
MAM
2463
Marquette Asset Management
Minnesota
$70K -$4.53K -11 -6%
CBT
2464
CoreFirst Bank & Trust
Kansas
$69K -$57.2K -139 -43%
PG
2465
Proffitt & Goodson
Tennessee
$67K – – –
MCM
2466
Manchester Capital Management
Vermont
$64K – – –
BFG
2467
Baron Financial Group
New Jersey
$59.1K – – –
RTC
2468
Riverview Trust Company
Washington
$57K – – –
SIM
2469
Studio Investment Management
Illinois
$57K +$62.1K +151 New
PCTC
2470
Perkins Coie Trust Company
Washington
$56K – – –
CWA
2471
Carolina Wealth Advisors
South Carolina
$54K – – –
NMG
2472
New Millennium Group
Utah
$53K +$58.4K +142 New
ACA
2473
Atlas Capital Advisors
Wyoming
$45.1K -$51.4K -125 -51%
S
2474
Surevest
California
$45K – – –
FFC
2475
First Financial Corp
Indiana
$44K -$141K -343 -75%
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99
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