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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
VEA
2001
Virtus ETF Advisers
New York
$85.2K +$88.2K +90 New
API
2002
Asset Planning Inc
California
$84.2K – – –
YP
2003
YANKCOM Partnership
South Dakota
$84.2K +$7.84K +8 +10%
MWM
2004
Mascoma Wealth Management
New Hampshire
$83.3K -$38.2K -39 -31%
RA
2005
Rise Advisors
New York
$82.7K +$13.7K +14 +19%
TFGT
2006
TS Financial Group (TSFG)
Illinois
$82K – – –
BHWM
2007
Beaird Harris Wealth Management
Texas
$81.4K -$21.6K -22 -20%
AWM
2008
Accredited Wealth Management
Kentucky
$81.4K – – –
CPG
2009
Cornerstone Planning Group
New Jersey
$81K +$35.3K +36 +65%
CAM
2010
Costello Asset Management
Pennsylvania
$80.6K +$19.6K +20 +31%
MAM
2011
Meeder Asset Management
Ohio
$80.5K +$43.1K +44 +107%
HWA
2012
HHM Wealth Advisors
Tennessee
$79.5K – – –
VC
2013
Vestor Capital
Illinois
$75K -$1.96K -2 -2%
MFG
2014
Mendota Financial Group
Wisconsin
$74.8K – – –
GWSA
2015
Global Wealth Strategies & Associates
Colorado
$74.8K +$61.7K +63 +394%
NL
2016
NVWM LLC
Pennsylvania
$74.8K +$74.5K +76 +2,533%
SVWA
2017
Sarver Vrooman Wealth Advisors
Missouri
$73.8K +$76.4K +78 New
DCM
2018
Disciplina Capital Management
Tennessee
$73.6K -$32.3K -33 -30%
BL
2019
BFSG LLC
California
$72.9K – – –
CHC
2020
City Holding Co
West Virginia
$72.9K +$19.6K +20 +35%
WWM
2021
Wolff Wiese Magana
California
$71.9K +$56.8K +58 +322%
CFS
2022
CGC Financial Services
Oregon
$71K – – –
CWM
2023
Cranbrook Wealth Management
Michigan
$70K +$2.94K +3 +4%
NC
2024
NewSquare Capital
Pennsylvania
$67.2K +$45.1K +46 +184%
CA
2025
Crewe Advisors
Utah
$63.2K – – –
79 80
81
82 83