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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CWMGP
2026
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$549K +$823 +2 +0.1%
MWM
2027
Marion Wealth Management
Pennsylvania
$548K -$201K -488 -25%
MBTD
2028
Mechanics Bank - Trust Department
California
$548K – – –
DCM
2029
Disciplina Capital Management
Tennessee
$548K +$28.8K +70 +5%
OR
2030
Olympiad Research
Connecticut
$546K -$1.75M -4,259 -75%
WFA
2031
Wade Financial Advisory
California
$546K -$15.2K -37 -3%
FRA
2032
Front Row Advisors
California
$546K – – –
HGWM
2033
Horst & Graben Wealth Management
Oregon
$544K +$95.8K +233 +19%
CWM
2034
CCG Wealth Management
California
$543K -$11.1K -27 -2%
WA
2035
Wambolt & Associates
Colorado
$540K -$8.23K -20 -1%
TW
2036
TrinityPoint Wealth
Connecticut
$540K +$251K +611 +75%
WLIM
2037
White Lighthouse Investment Management
Massachusetts
$539K -$48.1K -117 -8%
BSI
2038
Bennett Selby Investments
Maine
$538K -$71.6K -174 -11%
WIM
2039
Warwick Investment Management
Texas
$538K +$1.23K +3 +0.2%
CMS
2040
Capital Market Strategies
Florida
$535K -$6.17K -15 -1%
TPWM
2041
Twelve Points Wealth Management
Massachusetts
$534K – – –
IWN
2042
Independent Wealth Network
Iowa
$534K +$58K +141 +11%
FF
2043
Francis Financial
$534K +$552K +1,343 New
CF
2044
Convergence Financial
Missouri
$528K -$10.3K -25 -2%
JCA
2045
January Capital Advisors
California
$528K – – –
BMD
2046
Better Money Decisions
New Mexico
$526K +$79K +192 +16%
GC
2047
Gibson Capital
Pennsylvania
$525K – – –
PA
2048
Prism Advisors
California
$524K – – –
LJHT
2049
Laurie J. Hall Trustee
$521K -$61.7K -150 -10%
SAMC
2050
Spectrum Asset Management (California)
California
$521K -$4.53K -11 -0.8%
80 81
82
83 84