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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
2026
Parkside Advisors
California
$1.47M +$52K +104 +4%
NSAM
2027
North Star Asset Management
Wisconsin
$1.47M +$16.5K +33 +1%
PI
2028
PFG Investments
New York
$1.47M +$776K +1,550 +125%
EHC
2029
Everett Harris & Co
California
$1.47M +$95.1K +190 +7%
EWA
2030
Etesian Wealth Advisors
Oregon
$1.46M -$81.1K -162 -6%
PP
2031
Patron Partners
Texas
$1.46M -$178K -355 -11%
VF
2032
Vista Finance
Missouri
$1.45M -$7K -14 -0.5%
SPL
2033
Smart Portfolios LLC
Washington
$1.44M +$4K +8 +0.3%
SWMP
2034
Signature Wealth Management Partners
New Jersey
$1.44M -$78.6K -157 -5%
BWA
2035
Bordeaux Wealth Advisors
California
$1.44M -$117K -234 -8%
HA
2036
Herold Advisors
New York
$1.44M -$284K -568 -17%
WIC
2037
Woodmont Investment Counsel
Tennessee
$1.44M +$219K +437 +19%
LSIA
2038
LaSalle St. Investment Advisors
Illinois
$1.44M +$1.13M +2,255 +431%
BWL
2039
Bogart Wealth LLC
Virginia
$1.43M +$393K +786 +40%
MCM
2040
Maple Capital Management
Vermont
$1.43M +$231K +461 +20%
BWG
2041
Balanced Wealth Group
Ohio
$1.43M +$132K +264 +11%
LC
2042
LCNB Corp
Ohio
$1.43M +$300K +600 +28%
AFG
2043
Allegheny Financial Group
Pennsylvania
$1.43M -$255K -510 -16%
CWA
2044
Clarity Wealth Advisors
California
$1.43M -$1K -2 -0.1%
SCP
2045
Sandhill Capital Partners
New York
$1.42M -$39K -78 -3%
CPG
2046
Cornerstone Planning Group
New Jersey
$1.42M -$945K -1,888 -41%
WIA
2047
World Investment Advisors
California
$1.42M -$10.7M -21,463 -89%
ODG
2048
O'Dell Group
Ohio
$1.42M +$247K +494 +22%
CS
2049
Capital Square
Tennessee
$1.42M +$1.35M +2,698 New
CA
2050
Corrado Advisors
New Jersey
$1.42M +$1.35M +2,693 New
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82
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