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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
IAA
2026
Ironsides Asset Advisors
North Carolina
$2.3M – – –
PP
2027
Patten & Patten
Tennessee
$2.3M -$15.4K -26 -0.6%
FF
2028
Francis Financial
$2.29M -$142K -240 -6%
JC
2029
Jentner Corp
Ohio
$2.29M -$24.8K -42 -1%
NW
2030
Naviter Wealth
Arkansas
$2.28M +$208K +352 +9%
TCOT
2031
Trust Company of Tennessee
Tennessee
$2.28M -$471K -797 -16%
CA
2032
CGN Advisors
Kansas
$2.27M -$109K -184 -4%
AIP
2033
ARS Investment Partners
New York
$2.27M – – –
PW
2034
PUREfi Wealth
Massachusetts
$2.25M +$154K +260 +7%
FC
2035
Financial Consulate
Maryland
$2.25M -$227K -384 -9%
MAG
2036
Mayfair Advisory Group
Alabama
$2.24M +$14.8K +25 +0.6%
OA
2037
Operose Advisors
Wisconsin
$2.24M +$93.9K +159 +4%
NAM
2038
NTV Asset Management
West Virginia
$2.24M +$198K +335 +9%
MMHP
2039
Murphy Middleton Hinkle & Parker
Georgia
$2.23M -$591 -1 -0%
RP
2040
Riverwater Partners
Wisconsin
$2.23M +$2.34M +3,960 New
FFM
2041
Fullerton Fund Management
Singapore
$2.22M -$8.24M -13,949 -78%
SWM
2042
SK Wealth Management
Rhode Island
$2.22M +$60.2K +102 +2%
SWM
2043
StoneCrest Wealth Management
Arizona
$2.22M -$132K -223 -5%
CCM
2044
Cohen Capital Management
California
$2.22M +$57.9K +98 +3%
OWA
2045
ORBA Wealth Advisors
Illinois
$2.22M +$17.7K +30 +0.8%
PWM
2046
PMG Wealth Management
Illinois
$2.22M +$11.2K +19 +0.5%
CV
2047
Counterweight Ventures
North Carolina
$2.2M +$133K +225 +6%
ACA
2048
Aspire Capital Advisors
Washington
$2.19M +$591 +1 +0%
BTWM
2049
Baker Tilly Wealth Management
Wisconsin
$2.19M +$36.6K +62 +2%
OWP
2050
Obermeyer Wealth Partners
Colorado
$2.18M -$437K -740 -16%
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