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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
NCG
2001
Newport Capital Group
New Jersey
$4.2M +$194K +267 +5%
WFA
2002
WestHill Financial Advisors
California
$4.2M -$253K -348 -6%
LCC
2003
Lincoln Capital Corp
Rhode Island
$4.19M -$7.28K -10 -0.2%
AFA
2004
Antonelli Financial Advisors
Michigan
$4.17M -$465K -639 -10%
TVAMP
2005
Tennessee Valley Asset Management Partners
Tennessee
$4.17M -$144K -198 -3%
WE
2006
Wealth Effects
Massachusetts
$4.17M +$870K +1,195 +27%
FFM
2007
Fullerton Fund Management
Singapore
$4.17M +$2.07M +2,845 +104%
TCWM
2008
Total Clarity Wealth Management
Illinois
$4.15M +$506K +695 +14%
NB
2009
NBH Bank
Colorado
$4.14M +$4.03M +5,531 New
M
2010
MOTCO
Texas
$4.14M -$175K -241 -4%
FRA
2011
Frank Rimerman Advisors
California
$4.13M -$55.3K -76 -1%
BFO
2012
Biltmore Family Office
North Carolina
$4.13M -$102K -140 -2%
GSIS
2013
Global Strategic Investment Solutions
Arizona
$4.12M +$187K +257 +5%
LWM
2014
Lyell Wealth Management
California
$4.12M – – –
EGWAG
2015
Elwood & Goetz Wealth Advisory Group
Georgia
$4.11M +$125K +171 +3%
AIP
2016
ARS Investment Partners
New York
$4.11M -$2.91K -4 -0.1%
PSA
2017
Plum Street Advisors
Louisiana
$4.1M -$691K -949 -15%
PWA
2018
PCG Wealth Advisors
Kansas
$4.1M +$741K +1,017 +23%
CFG
2019
Certior Financial Group
Pennsylvania
$4.1M +$162K +223 +4%
LWP
2020
Laurel Wealth Planning
Minnesota
$4.09M -$578K -794 -13%
CCM
2021
Condor Capital Management
New Jersey
$4.09M -$36.4K -50 -0.9%
UBP
2022
Union Bancaire Privee
Switzerland
$4.09M +$1.44M +1,979 +46%
BM
2023
Berman McAleer
Maryland
$4.08M -$32K -44 -0.8%
SSCM
2024
Spectrum Strategic Capital Management
Oregon
$4.07M -$1.61M -2,209 -29%
ONST
2025
Old North State Trust
North Carolina
$4.06M +$21.1K +29 +0.5%
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