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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
POIA
2451
Pin Oak Investment Advisors
Texas
$93K +$411 +1 +0.4%
MSFP
2452
Mark Sheptoff Financial Planning
Connecticut
$90K – – –
KFO
2453
Kopp Family Office
Minnesota
$89K – – –
AWM
2454
Accel Wealth Management
Iowa
$82K – – –
OPW
2455
Oxler Private Wealth
New York
$74.7K +$80.6K +196 New
CWM
2456
Cedar Wealth Management
California
$72K -$1.65K -4 -2%
CWM
2457
CarsonAllaria Wealth Management
Illinois
$71K -$5.76K -14 -7%
TFP
2458
Tilia Fiduciary Partners
North Carolina
$71K -$2.06K -5 -3%
BAM
2459
Bellevue Asset Management
Washington
$71K – – –
MAM
2460
Marquette Asset Management
Minnesota
$70K -$4.53K -11 -6%
CBT
2461
CoreFirst Bank & Trust
Kansas
$69K -$57.2K -139 -43%
PG
2462
Proffitt & Goodson
Tennessee
$67K – – –
MCM
2463
Manchester Capital Management
Vermont
$64K – – –
BFG
2464
Baron Financial Group
New Jersey
$59.1K – – –
RTC
2465
Riverview Trust Company
Washington
$57K – – –
SIM
2466
Studio Investment Management
Illinois
$57K +$62.1K +151 New
PCTC
2467
Perkins Coie Trust Company
Washington
$56K – – –
CWA
2468
Carolina Wealth Advisors
South Carolina
$54K – – –
NMG
2469
New Millennium Group
Utah
$53K +$58.4K +142 New
ACA
2470
Atlas Capital Advisors
Wyoming
$45.1K -$51.4K -125 -51%
S
2471
Surevest
California
$45K – – –
FFC
2472
First Financial Corp
Indiana
$44K -$141K -343 -75%
ATC
2473
Adirondack Trust Company
New York
$43K – – –
GTAM
2474
Global Trust Asset Management
Florida
$43K – – –
CNBTD
2475
Citizens National Bank Trust Department
Mississippi
$42K – – –
97 98
99
100 101