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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
RF
2026
Roxbury Financial
New Jersey
$3.56M +$57.7K +85 +2%
FA
2027
Fountainhead AM
New Jersey
$3.56M -$32.9M -48,502 -90%
TP
2028
Tranquility Partners
Tennessee
$3.56M -$144K -212 -4%
PWC
2029
Pathfinder Wealth Consulting
North Carolina
$3.55M +$3.52M +5,184 New
FA
2030
Fedenia Advisers
Wisconsin
$3.55M +$634K +933 +22%
AIM
2031
Arcadia Investment Management
Michigan
$3.55M +$81.5K +120 +2%
ADL
2032
Asset Dedication LLC
California
$3.54M +$30.6K +45 +0.9%
ME
2033
McIlrath & Eck
Washington
$3.53M +$25.1K +37 +0.7%
MA
2034
Mezzasalma Advisors
New Jersey
$3.53M +$438K +645 +14%
TF
2035
Tenzing Financial
Virginia
$3.53M +$3.5M +5,153 New
AIA
2036
Arcadia Investment Advisors
Idaho
$3.53M -$46.2K -68 -1%
IP
2037
Investment Partners
Ohio
$3.51M +$155K +228 +5%
IA
2038
Inspire Advisors
Idaho
$3.51M +$562K +827 +19%
ATWA
2039
Arbor Trust Wealth Advisors
Michigan
$3.49M +$7.47K +11 +0.2%
CFG
2040
Certior Financial Group
Pennsylvania
$3.48M +$40.7K +60 +1%
EP
2041
Essential Partners
California
$3.48M +$146K +215 +4%
CAM
2042
Capital Asset Management
Colorado
$3.48M +$3.38M +4,974 New
TPA
2043
Trivium Point Advisory
Connecticut
$3.48M -$14.3K -21 -0.4%
BPFA
2044
Barnes Pettey Financial Advisors
Mississippi
$3.47M +$19K +28 +0.6%
WFAG
2045
Worth Financial Advisory Group
North Carolina
$3.47M +$44.1K +65 +1%
DWA
2046
Delta Wealth Advisors
Indiana
$3.46M -$221K -326 -6%
EAM
2047
Evanson Asset Management
California
$3.45M +$124K +183 +4%
FCM
2048
Firestone Capital Management
Florida
$3.43M +$52.3K +77 +2%
CAM
2049
Cidel Asset Management
Ontario, Canada
$3.43M – – –
PMA
2050
Prudent Man Advisors
Illinois
$3.43M +$179K +264 +6%
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