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iShares Core S&P 500 ETF
IVV

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