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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
WF
2026
Warner Financial
Maryland
$3.18M -$5.46K -8 -0.2%
OAS
2027
Optivise Advisory Services
Tennessee
$3.17M +$206K +301 +7%
HFS
2028
Hughes Financial Services
Virginia
$3.16M -$31.4K -46 -0.9%
TCWM
2029
Total Clarity Wealth Management
Illinois
$3.16M +$11.6K +17 +0.4%
EBA
2030
Eagle Bay Advisors
New York
$3.15M -$720K -1,055 -18%
CSC
2031
Caldwell Sutter Capital
California
$3.15M -$17.1K -25 -0.5%
SRCM
2032
Signature Resources Capital Management
California
$3.15M +$111K +162 +3%
WSA
2033
Warm Springs Advisors
California
$3.14M +$60.1K +88 +2%
MKW
2034
Mullaney, Keating & Wright
Connecticut
$3.14M +$11.6K +17 +0.4%
SOS
2035
Silver Oak Securities
Tennessee
$3.14M -$3.44M -5,034 -51%
CICC
2036
Capital Investment Counsel (Colorado)
Colorado
$3.14M +$1M +1,468 +44%
DWA
2037
Delta Wealth Advisors
Indiana
$3.13M -$179K -262 -5%
TYCC
2038
Texas Yale Capital Corp
Florida
$3.13M -$1.37K -2 -0%
SIA
2039
Strategic Investment Advisors
Michigan
$3.13M +$1.39M +2,033 +74%
DACG
2040
Donor Advised Charitable Giving
California
$3.13M -$13K -19 -0.4%
GWA
2041
Gratus Wealth Advisors
Virginia
$3.13M +$8.19K +12 +0.3%
ULWM
2042
Upper Left Wealth Management
Florida
$3.12M +$184K +270 +6%
BRPW
2043
Ballast Rock Private Wealth
South Carolina
$3.12M +$6.83K +10 +0.2%
CCA
2044
Clarity Capital Advisors
Florida
$3.12M +$7.51K +11 +0.2%
TPWM
2045
Twelve Points Wealth Management
Massachusetts
$3.12M -$10.2K -15 -0.3%
TWM
2046
TRB Wealth Management
Texas
$3.12M +$3.26M +4,770 New
BCM
2047
Birmingham Capital Management
Alabama
$3.12M – – –
AF
2048
Alerus Financial
North Dakota
$3.1M -$23.9K -35 -0.7%
HWA
2049
HHM Wealth Advisors
Tennessee
$3.1M +$894K +1,309 +38%
MCA
2050
Magnolia Capital Advisors
Mississippi
$3.09M +$218K +319 +7%
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