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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
MFWP
2026
Mosaic Family Wealth Partners
Missouri
$842K – – –
KCPG
2027
Kavar Capital Partners Group
Kansas
$838K -$12.6K -30 -2%
SW
2028
SlateStone Wealth
Florida
$837K -$4.21K -10 -0.5%
ODG
2029
O'Dell Group
Ohio
$837K -$105K -250 -12%
DSN
2030
D. Scott Neal
Kentucky
$833K +$27.4K +65 +4%
HGWM
2031
Horst & Graben Wealth Management
Oregon
$831K +$155K +368 +25%
SCP
2032
Stevens Capital Partners
Nebraska
$831K +$110K +262 +16%
AIS
2033
American Investment Services
Massachusetts
$830K -$112K -265 -12%
TIA
2034
Tiemann Investment Advisors
California
$829K -$4.21K -10 -0.5%
CNFG
2035
Creegan & Nassoura Financial Group
New Hampshire
$825K -$2.11K -5 -0.3%
BF
2036
Blankinship & Foster
California
$819K -$45.1K -107 -5%
FBT
2037
First Bank & Trust
South Dakota
$819K – – –
TWD
2038
True Wealth Design
Ohio
$818K +$67.4K +160 +10%
MIC
2039
Means Investment Company
Maine
$816K +$2.11K +5 +0.3%
JCM
2040
Jacobi Capital Management
Pennsylvania
$814K +$69.1K +164 +10%
TWM
2041
Tradition Wealth Management
Minnesota
$814K +$131K +310 +20%
MFG
2042
Mendota Financial Group
Wisconsin
$811K -$477K -1,133 -38%
SF
2043
Slagle Financial
Illinois
$811K +$767K +1,819 New
VAFP
2044
Vahanian & Associates Financial Planning
New York
$810K +$54.8K +130 +8%
PCM
2045
Princeton Capital Management
New Jersey
$809K – – –
IWN
2046
Independent Wealth Network
Iowa
$809K +$32.5K +77 +4%
AAM
2047
American Asset Management
Florida
$808K – – –
SVCP
2048
Silicon Valley Capital Partners
California
$806K +$2.11K +5 +0.3%
ULWM
2049
Upper Left Wealth Management
Florida
$805K -$26.1K -62 -3%
OSNBOA
2050
Old Second National Bank of Aurora
Illinois
$804K -$63.2K -150 -8%
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