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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
2001
Howland Capital Management
Massachusetts
$292K -$65.8K -170 -19%
WTFG
2002
Wells Trecaso Financial Group
Ohio
$292K -$34.8K -90 -11%
GCP
2003
Gill Capital Partners
Colorado
$292K -$9.29K -24 -3%
NPA
2004
Nichols & Pratt Advisers
Massachusetts
$292K – – –
SVCP
2005
Silicon Valley Capital Partners
California
$291K -$12.4K -32 -4%
JWBC
2006
J.W. Burns & Co
New York
$291K +$387 +1 +0.1%
JWCA
2007
J.W. Coons Advisors
Ohio
$291K +$23.2K +60 +9%
SWM
2008
Shakespeare Wealth Management
Wisconsin
$290K -$23.6K -61 -8%
DBRC
2009
D.B. Root & Company
Pennsylvania
$287K – – –
FBA
2010
Front Barnett Associates
Illinois
$284K -$71.6K -185 -21%
PRWA
2011
Platte River Wealth Advisors
Colorado
$284K -$6.58K -17 -2%
CFA
2012
Capstone Financial Advisors
Illinois
$282K – – –
TNAM
2013
Terra Nova Asset Management
New York
$282K +$774 +2 +0.3%
DAC
2014
Dividend Assets Capital
South Carolina
$281K – – –
OBWP
2015
O'Brien Wealth Partners
Massachusetts
$281K – – –
RE
2016
RBC Europe
United Kingdom
$281K -$54.6K -141 -17%
OAM
2017
Oppenheimer Asset Management
New York
$279K +$272K +702 New
HHAA
2018
Henry H. Armstrong Associates
Pennsylvania
$278K – – –
STCOSD
2019
Sageworth Trust Company of South Dakota
South Dakota
$278K – – –
CRWM
2020
Castle Rock Wealth Management
California
$277K -$6.97K -18 -3%
TW
2021
Towerpoint Wealth
California
$277K – – –
MA
2022
Mezzasalma Advisors
New Jersey
$276K -$5.03K -13 -2%
AIC
2023
Argus Investors Counsel
New York
$276K – – –
CI
2024
Clal Insurance
Israel
$276K +$268K +692 New
CNB
2025
Camden National Bank
Maine
$276K +$269K +695 New
79 80
81
82 83