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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 – – –
ACM
2027
Ategra Capital Management
Virginia
$327K -$191K -431 -36%
G
2028
Gainplan
Michigan
$321K +$13.7K +31 +4%
AHB
2029
Abner Herrman & Brock
New Jersey
$320K – – –
ANBT
2030
American National Bank & Trust
Texas
$318K -$3.54K -8 -1%
SWM
2031
Shakespeare Wealth Management
Wisconsin
$318K – – –
WTFG
2032
Wells Trecaso Financial Group
Ohio
$317K – – –
PD
2033
Planning Directions
Pennsylvania
$317K +$886 +2 +0.3%
JWBC
2034
J.W. Burns & Co
New York
$315K – – –
GCP
2035
Gill Capital Partners
Colorado
$314K -$1.77K -4 -0.5%
CA
2036
CGN Advisors
Kansas
$312K -$302K -682 -49%
NIM
2037
Nicollet Investment Management
Minnesota
$310K -$742K -1,675 -70%
FVWA
2038
Foster Victor Wealth Advisors
South Carolina
$310K – – –
NCM
2039
Noesis Capital Mangement
Florida
$310K +$45.2K +102 +17%
TNAM
2040
Terra Nova Asset Management
New York
$309K +$2.22K +5 +0.7%
AP
2041
Atwood & Palmer
Missouri
$308K -$35K -79 -10%
TW
2042
TrinityPoint Wealth
Connecticut
$307K -$83.3K -188 -21%
AIA
2043
Alera Investment Advisors
Illinois
$305K +$139K +313 +66%
CAM
2044
Columbia Asset Management
Michigan
$305K +$314K +709 New
DAC
2045
Dividend Assets Capital
South Carolina
$304K – – –
STCOSD
2046
Sageworth Trust Company of South Dakota
South Dakota
$302K – – –
SMI
2047
Shelter Mutual Insurance
Missouri
$302K – – –
BWM
2048
Bulltick Wealth Management
Florida
$299K -$310K -700 -50%
AIC
2049
Argus Investors Counsel
New York
$299K -$886 -2 -0.3%
MA
2050
Mezzasalma Advisors
New Jersey
$299K – – –
80 81
82
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