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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
HIS
2026
Horizon Investment Services
Indiana
$327K – – –
SWM
2027
Shakespeare Wealth Management
Wisconsin
$324K – – –
ANBT
2028
American National Bank & Trust
Texas
$321K -$1.68K -4 -0.5%
CCP
2029
Clarkston Capital Partners
Michigan
$319K -$165K -395 -35%
AHB
2030
Abner Herrman & Brock
New Jersey
$319K -$33.5K -80 -10%
CCM
2031
Cribstone Capital Management
Maine
$319K – – –
DWA
2032
Dougherty Wealth Advisers
Minnesota
$319K – – –
PIN
2033
Prudent Investors Network
California
$319K +$59.9K +143 +24%
BHTS
2034
Bar Harbor Trust Services
Maine
$318K -$41.9K -100 -12%
UFF
2035
USA Financial Formulas
Michigan
$318K -$40.6K -97 -12%
SCM
2036
Stonehearth Capital Management
Massachusetts
$317K – – –
PD
2037
Planning Directions
Pennsylvania
$316K -$37.3K -89 -11%
GCP
2038
Gill Capital Partners
Colorado
$316K – – –
WTFG
2039
Wells Trecaso Financial Group
Ohio
$316K – – –
RCM
2040
Radnor Capital Management
Pennsylvania
$315K +$83.8K +200 +38%
JWBC
2041
J.W. Burns & Co
New York
$314K – – –
NFSG
2042
Newbridge Financial Services Group
Florida
$312K +$155K +371 +105%
SEM
2043
Strategic Equity Management
Arizona
$311K +$303K +723 New
DBRC
2044
D.B. Root & Company
Pennsylvania
$310K -$838 -2 -0.3%
FVWA
2045
Foster Victor Wealth Advisors
South Carolina
$310K – – –
G
2046
Gainplan
Michigan
$308K -$101K -241 -25%
TNAM
2047
Terra Nova Asset Management
New York
$307K +$1.26K +3 +0.4%
TW
2048
Towerpoint Wealth
California
$306K +$6.7K +16 +2%
CFA
2049
Capstone Financial Advisors
Illinois
$304K – – –
DAC
2050
Dividend Assets Capital
South Carolina
$304K – – –
80 81
82
83 84