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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
LWANC
2026
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.56M +$32.6K +55 +1%
LA
2027
Lane & Associates
New Jersey
$2.55M -$177K -299 -7%
ICM
2028
Islay Capital Management
Texas
$2.55M -$5.92K -10 -0.2%
PA
2029
PSI Advisors
Florida
$2.54M -$131K -221 -5%
FA
2030
FF Advisors
California
$2.54M -$476K -805 -16%
FF
2031
Francis Financial
$2.54M +$618K +1,044 +32%
BWA
2032
Blodgett Wealth Advisors
California
$2.54M +$281K +475 +12%
PCMF
2033
Private Capital Management (Florida)
Florida
$2.54M -$36.1K -61 -1%
CA
2034
CapWealth Advisors
Tennessee
$2.54M – – –
HAS
2035
HBW Advisory Services
California
$2.54M +$485K +819 +23%
BFA
2036
Beacon Financial Advisory
Ohio
$2.54M -$817K -1,381 -24%
SEM
2037
Strategic Equity Management
Arizona
$2.53M -$11.8K -20 -0.5%
KAM
2038
Knightsbridge Asset Management
California
$2.53M +$7.1K +12 +0.3%
CFD
2039
Creative Financial Designs
Indiana
$2.52M +$143K +242 +6%
SWA
2040
SOA Wealth Advisors
New York
$2.52M -$27.2K -46 -1%
SMWM
2041
Silvia McColl Wealth Management
California
$2.52M – – –
MCA
2042
Magnolia Capital Advisors
Mississippi
$2.51M +$170K +288 +7%
IIM
2043
InTrack Investment Management
Vermont
$2.51M +$190K +321 +8%
PIA
2044
Panoramic Investment Advisors
Colorado
$2.5M +$42K +71 +2%
WA
2045
WPG Advisers
Maryland
$2.5M +$2.51M +4,239 New
FFA
2046
Founders Financial Alliance
North Carolina
$2.49M +$221K +373 +10%
CA
2047
CGN Advisors
Kansas
$2.49M +$1.43M +2,413 +133%
AIP
2048
Almanack Investment Partners
Pennsylvania
$2.48M -$592 -1 -0%
LC
2049
Lavaca Capital
Texas
$2.48M +$544K +919 +28%
SWM
2050
SK Wealth Management
Rhode Island
$2.47M +$283K +478 +13%
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