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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
VAF
2026
Values Added Financial
District of Columbia
$1.85M – – –
FAM
2027
Family Asset Management
South Carolina
$1.85M -$95.6K -172 -5%
CFS
2028
Cannon Financial Strategists
Georgia
$1.85M -$16.1K -29 -0.9%
ACP
2029
Aviance Capital Partners
Florida
$1.84M +$6.12K +11 +0.3%
GSIAS
2030
Garden State Investment Advisory Services
New Jersey
$1.84M -$196K -353 -10%
MCM
2031
McRae Capital Management
New Jersey
$1.84M +$56.7K +102 +3%
VAMG
2032
Voisard Asset Management Group
Michigan
$1.83M +$703K +1,265 +66%
PWM
2033
PBMares Wealth Management
Virginia
$1.83M -$177K -319 -9%
GA
2034
Goldstein Advisors
Wisconsin
$1.83M -$98.4K -177 -5%
MAWA
2035
Moss Adams Wealth Advisors
Washington
$1.82M +$16.7K +30 +1%
TW
2036
Traveka Wealth
California
$1.81M -$1.02M -1,839 -37%
FWM
2037
Fingerlakes Wealth Management
New York
$1.81M -$23.9K -43 -1%
APW
2038
Atlantic Private Wealth
North Carolina
$1.8M – – –
KLI
2039
Kelman-Lazarov Inc
Tennessee
$1.8M +$161K +289 +10%
FIM
2040
FWL Investment Management
Texas
$1.8M +$1.4M +2,520 +421%
SI
2041
Saxon Interests
Texas
$1.8M -$48.9K -88 -3%
UL
2042
Unionview LLC
Washington
$1.79M -$22.2K -40 -1%
JMFC
2043
J.M. Forbes & Co
Massachusetts
$1.79M +$44.5K +80 +3%
BFG
2044
Berger Financial Group
Minnesota
$1.78M +$281K +506 +20%
SWM
2045
Sugarloaf Wealth Management
Georgia
$1.77M -$27.8K -50 -2%
KAM
2046
KEB Asset Management
Illinois
$1.77M – – –
SFP
2047
Sweet Financial Partners
Minnesota
$1.76M +$4.45K +8 +0.3%
BFC
2048
Blue Fin Capital
Rhode Island
$1.76M -$9.45K -17 -0.6%
SCA
2049
Scott Capital Advisors
Oregon
$1.76M +$6.12K +11 +0.4%
LA
2050
LM Advisors
California
$1.75M -$493K -887 -23%
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