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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
2026
Addison Advisors
Vermont
$847K +$140K +313 +19%
MWM
2027
Marion Wealth Management
Pennsylvania
$846K +$266K +594 +43%
TWM
2028
Trinity Wealth Management
Pennsylvania
$846K -$2.68K -6 -0.3%
ACM
2029
Ardent Capital Management
Ohio
$844K – – –
GAM
2030
GEM Asset Management
Michigan
$843K – – –
CWM
2031
CCG Wealth Management
California
$841K +$24.6K +55 +3%
AWM
2032
Affinity Wealth Management
Delaware
$840K -$4.03K -9 -0.5%
SCA
2033
STALEY CAPITAL ADVISERS
Pennsylvania
$840K +$235K +525 +37%
JC
2034
Jentner Corp
Ohio
$830K -$4.92K -11 -0.6%
FSA
2035
Fort Sheridan Advisors
Illinois
$826K +$11.6K +26 +1%
IAS
2036
Insigneo Advisory Services
Florida
$826K +$1.79K +4 +0.2%
WLIM
2037
White Lighthouse Investment Management
Massachusetts
$824K +$55K +123 +7%
MFWP
2038
Mosaic Family Wealth Partners
Missouri
$818K +$7.16K +16 +0.8%
RMCM
2039
Reynders McVeigh Capital Management
Massachusetts
$815K -$218K -487 -20%
FAT
2040
First American Trust
California
$813K -$12.1K -27 -1%
III
2041
Independent Investors Inc
New York
$812K +$845K +1,890 New
GKIM
2042
GW&K Investment Management
Massachusetts
$809K +$840K +1,877 +26,814%
HGWM
2043
Horst & Graben Wealth Management
Oregon
$801K +$447 +1 +0.1%
SC
2044
Searle & Co
Connecticut
$798K – – –
ZIM
2045
Zacks Investment Management
Illinois
$792K -$65.3K -146 -7%
CSIA
2046
Charles Schwab Investment Advisory
California
$791K +$89.9K +201 +12%
FBT
2047
First Bank & Trust
South Dakota
$789K – – –
AIS
2048
American Investment Services
Massachusetts
$789K -$11.6K -26 -1%
3LCM
2049
3D/L Capital Management
Connecticut
$787K -$375K -838 -31%
SWIG
2050
Strategic Wealth Investment Group
Kentucky
$784K +$273K +610 +50%
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