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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
2026
Accel Wealth Management
Iowa
$1.28M -$521K -1,164 -30%
FFA
2027
Founders Financial Alliance
North Carolina
$1.28M -$24.2K -54 -2%
PCH
2028
PGIM Custom Harvest
New Jersey
$1.27M +$47K +105 +4%
JWWM
2029
Johnson & White Wealth Management
Pennsylvania
$1.27M +$71.2K +159 +6%
FMI
2030
F/M Investments
District of Columbia
$1.27M +$2.69K +6 +0.2%
CPSC
2031
Carl P. Sherr & Co
Massachusetts
$1.27M -$471K -1,053 -28%
JMFC
2032
J.M. Forbes & Co
Massachusetts
$1.27M – – –
KIA
2033
KLR Investment Advisors
Rhode Island
$1.27M +$1.19M +2,649 New
LCC
2034
Lincoln Capital Corp
Rhode Island
$1.26M +$35.4K +79 +3%
TAM
2035
Tocqueville Asset Management
New York
$1.26M +$275K +615 +30%
BTW
2036
Boston Trust Walden
Massachusetts
$1.26M – – –
TWD
2037
True Wealth Design
Ohio
$1.26M +$568K +1,270 +94%
TCBWMS
2038
Texas Capital Bank Wealth Management Services
Texas
$1.25M – – –
MMG
2039
Monetary Management Group
Missouri
$1.25M – – –
KLCM
2040
KG&L Capital Management
Louisiana
$1.25M -$9.85K -22 -0.8%
LAM
2041
Lakewood Asset Management
Illinois
$1.24M +$3.58K +8 +0.3%
CCA
2042
Criterion Capital Advisors
Tennessee
$1.24M +$1.16M +2,602 New
EHC
2043
Everett Harris & Co
California
$1.24M – – –
EGA
2044
E&G Advisors
Texas
$1.24M -$34.5K -77 -3%
HFS
2045
Heritage Financial Services
Massachusetts
$1.24M +$158K +353 +16%
MFWP
2046
Mosaic Family Wealth Partners
Missouri
$1.24M +$308K +688 +36%
CSIA
2047
Charles Schwab Investment Advisory
California
$1.24M +$336K +750 +41%
FWP
2048
Family Wealth Partners
North Carolina
$1.24M +$1.16M +2,588 New
ACS
2049
Archford Capital Strategies
Illinois
$1.23M -$25.5K -57 -2%
SWM
2050
Sugarloaf Wealth Management
Georgia
$1.23M -$33.1K -74 -3%
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