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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
DHFB
2026
Dixon Hubard Feinour & Brown
Virginia
$551K -$105K -255 -15%
PS
2027
Planned Solutions
California
$549K +$411 +1 +0.1%
CWMGP
2028
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$549K +$823 +2 +0.1%
MWM
2029
Marion Wealth Management
Pennsylvania
$548K -$201K -488 -25%
MBTD
2030
Mechanics Bank - Trust Department
California
$548K – – –
DCM
2031
Disciplina Capital Management
Tennessee
$548K +$28.8K +70 +5%
OR
2032
Olympiad Research
Connecticut
$546K -$1.75M -4,259 -75%
WFA
2033
Wade Financial Advisory
California
$546K -$15.2K -37 -3%
FRA
2034
Front Row Advisors
California
$546K – – –
HGWM
2035
Horst & Graben Wealth Management
Oregon
$544K +$95.8K +233 +19%
CWM
2036
CCG Wealth Management
California
$543K -$11.1K -27 -2%
WA
2037
Wambolt & Associates
Colorado
$540K -$8.23K -20 -1%
TW
2038
TrinityPoint Wealth
Connecticut
$540K +$251K +611 +75%
WLIM
2039
White Lighthouse Investment Management
Massachusetts
$539K -$48.1K -117 -8%
BSI
2040
Bennett Selby Investments
Maine
$538K -$71.6K -174 -11%
WIM
2041
Warwick Investment Management
Texas
$538K +$1.23K +3 +0.2%
CMS
2042
Capital Market Strategies
Florida
$535K -$6.17K -15 -1%
TPWM
2043
Twelve Points Wealth Management
Massachusetts
$534K – – –
IWN
2044
Independent Wealth Network
Iowa
$534K +$58K +141 +11%
FF
2045
Francis Financial
$534K +$552K +1,343 New
CF
2046
Convergence Financial
Missouri
$528K -$10.3K -25 -2%
JCA
2047
January Capital Advisors
California
$528K – – –
BMD
2048
Better Money Decisions
New Mexico
$526K +$79K +192 +16%
GC
2049
Gibson Capital
Pennsylvania
$525K – – –
PA
2050
Prism Advisors
California
$524K – – –
80 81
82
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