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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
2026
Fedenia Advisers
Wisconsin
$2.85M +$1.17M +1,819 +75%
EA
2027
Efficient Advisors
Ohio
$2.8M -$383K -594 -12%
PWA
2028
PCG Wealth Advisors
Kansas
$2.8M +$74.7K +116 +3%
EWS
2029
Evergreen Wealth Solutions
Pennsylvania
$2.79M +$213K +331 +9%
WSWA
2030
Warren Street Wealth Advisors
California
$2.79M +$57.3K +89 +2%
FWTB
2031
First Western Trust Bank
Colorado
$2.78M -$772K -1,199 -22%
HPC
2032
Hobart Private Capital
North Carolina
$2.77M -$644 -1 -0%
FWP
2033
Falcon Wealth Planning
California
$2.77M +$9.66K +15 +0.4%
PPC
2034
Pennington Partners & Co
Maryland
$2.77M +$88.9K +138 +3%
SMH
2035
Sanders Morris Harris
Texas
$2.76M +$2.19M +3,394 +462%
AFG
2036
Allegheny Financial Group
Pennsylvania
$2.76M +$150K +233 +6%
RPCA
2037
Running Point Capital Advisors
California
$2.75M +$491K +762 +23%
CFB
2038
Cullen/Frost Bankers
Texas
$2.75M +$568K +882 +27%
IAA
2039
Ironsides Asset Advisors
North Carolina
$2.74M – – –
OA
2040
Operose Advisors
Wisconsin
$2.74M +$56K +87 +2%
MCA
2041
Magnolia Capital Advisors
Mississippi
$2.73M -$68.3K -106 -3%
FA
2042
FF Advisors
California
$2.73M -$74.7K -116 -3%
WCM
2043
Wealthcare Capital Management
Virginia
$2.73M -$42.5K -66 -2%
NAM
2044
NTV Asset Management
West Virginia
$2.72M -$40.6K -63 -2%
CCA
2045
Carrera Capital Advisors
Michigan
$2.72M -$606K -941 -19%
CCM
2046
Cohen Capital Management
California
$2.71M -$22.5K -35 -0.9%
VST
2047
Van Strum & Towne
California
$2.71M -$94K -146 -3%
FA
2048
Forefront Analytics
Pennsylvania
$2.71M -$240K -373 -8%
CA
2049
CGN Advisors
Kansas
$2.69M +$2.58K +4 +0.1%
GSIAS
2050
Garden State Investment Advisory Services
New Jersey
$2.69M -$14.2K -22 -0.5%
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82
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