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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
2026
PSI Advisors
Florida
$2.54M -$131K -221 -5%
FA
2027
FF Advisors
California
$2.54M -$476K -805 -16%
FF
2028
Francis Financial
$2.54M +$618K +1,044 +32%
BWA
2029
Blodgett Wealth Advisors
California
$2.54M +$281K +475 +12%
PCMF
2030
Private Capital Management (Florida)
Florida
$2.54M -$36.1K -61 -1%
CA
2031
CapWealth Advisors
Tennessee
$2.54M – – –
HAS
2032
HBW Advisory Services
California
$2.54M +$485K +819 +23%
BFA
2033
Beacon Financial Advisory
Ohio
$2.54M -$817K -1,381 -24%
SEM
2034
Strategic Equity Management
Arizona
$2.53M -$11.8K -20 -0.5%
KAM
2035
Knightsbridge Asset Management
California
$2.53M +$7.1K +12 +0.3%
CFD
2036
Creative Financial Designs
Indiana
$2.52M +$143K +242 +6%
SWA
2037
SOA Wealth Advisors
New York
$2.52M -$27.2K -46 -1%
SMWM
2038
Silvia McColl Wealth Management
California
$2.52M – – –
MCA
2039
Magnolia Capital Advisors
Mississippi
$2.51M +$170K +288 +7%
IIM
2040
InTrack Investment Management
Vermont
$2.51M +$190K +321 +8%
PIA
2041
Panoramic Investment Advisors
Colorado
$2.5M +$42K +71 +2%
WA
2042
WPG Advisers
Maryland
$2.5M +$2.51M +4,239 New
FFA
2043
Founders Financial Alliance
North Carolina
$2.49M +$221K +373 +10%
CA
2044
CGN Advisors
Kansas
$2.49M +$1.43M +2,413 +133%
AIP
2045
Almanack Investment Partners
Pennsylvania
$2.48M -$592 -1 -0%
LC
2046
Lavaca Capital
Texas
$2.48M +$544K +919 +28%
SWM
2047
SK Wealth Management
Rhode Island
$2.47M +$283K +478 +13%
CFB
2048
Cullen/Frost Bankers
Texas
$2.47M -$368K -621 -13%
AFA
2049
Arlington Financial Advisors
California
$2.46M -$320K -540 -11%
SWM
2050
StoneCrest Wealth Management
Arizona
$2.46M -$95.9K -162 -4%
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82
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