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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
2026
Court Place Advisors
Maryland
$723K -$587K -1,465 -45%
NCM
2027
NCM Capital Management
New Jersey
$722K -$3.81M -9,504 -84%
QCM
2028
Quantinno Capital Management
New York
$721K +$433K +1,081 +161%
GAB
2029
German American Bancorp
Indiana
$719K +$26.5K +66 +4%
CIA
2030
Cape Investment Advisory
Georgia
$718K +$700K +1,746 New
ACIM
2031
Azimuth Capital Investment Management
Michigan
$718K -$24.5K -61 -3%
IWN
2032
Independent Wealth Network
Iowa
$715K +$101K +251 +17%
DWA
2033
Delap Wealth Advisory
Oregon
$713K – – –
TCCM
2034
Timber Creek Capital Management
Massachusetts
$712K -$16K -40 -2%
CANC
2035
Culbertson A N & Co
Virginia
$712K – – –
RK
2036
Rather & Kittrell
Tennessee
$712K – – –
EBWM
2037
Eagle Bluffs Wealth Management
Missouri
$708K +$690K +1,722 New
HIF
2038
Hill Island Financial
Michigan
$708K -$25.7K -64 -4%
HWP
2039
Highline Wealth Partners
California
$706K -$348K -868 -34%
AMCA
2040
Arthur M. Cohen & Associates
Illinois
$703K +$2.81K +7 +0.4%
RF
2041
Rollins Financial
Georgia
$701K +$17.6K +44 +3%
SFP
2042
Sandbox Financial Partners
Maryland
$699K +$415K +1,035 +156%
SIAS
2043
Summit Investment Advisory Services
Minnesota
$697K +$4.81K +12 +0.7%
T
2044
TCWP
Ohio
$696K -$5.21K -13 -0.8%
SIS
2045
Sound Income Strategies
Florida
$696K -$65.8K -164 -9%
MMPW
2046
Mitchell McLeod Pugh & Williams
Alabama
$694K +$6.42K +16 +1%
VAFP
2047
Vahanian & Associates Financial Planning
New York
$694K -$47.3K -118 -7%
MCP
2048
Mirador Capital Partners
California
$689K +$672K +1,676 New
TWD
2049
True Wealth Design
Ohio
$689K +$7.62K +19 +1%
JCM
2050
Jacobi Capital Management
Pennsylvania
$684K +$39.7K +99 +6%
80 81
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