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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
IHWM
2001
Iron Horse Wealth Management
Iowa
$358K – – –
SMH
2002
Sanders Morris Harris
Texas
$357K -$1.84M -4,153 -83%
RCS
2003
Retirement Capital Strategies
California
$355K – – –
OWP
2004
Obermeyer Wealth Partners
Colorado
$355K +$366K +825 New
AIM
2005
Avity Investment Management
Connecticut
$353K – – –
FSA
2006
Financial Sense Advisors
California
$352K -$27K -61 -7%
EIA
2007
Edgemoor Investment Advisors
Maryland
$351K – – –
MAG
2008
MRA Advisory Group
New Jersey
$349K -$25.7K -58 -7%
AWM
2009
AllSquare Wealth Management
New York
$349K -$17.7K -40 -5%
SAM
2010
Seelaus Asset Management
New Jersey
$349K – – –
NCM
2011
Neumann Capital Management
California
$345K – – –
MRCM
2012
M&R Capital Management
New Jersey
$344K – – –
CNB
2013
Camden National Bank
Maine
$343K – – –
SIA
2014
SkyView Investment Advisors
New Jersey
$341K +$351K +792 New
VIA
2015
Vickerman Investment Advisors
Washington
$339K +$348K +786 New
ZIG
2016
Zuckerman Investment Group
Illinois
$338K -$2.22K -5 -0.6%
JWS
2017
Juncture Wealth Strategies
Arizona
$337K -$286K -645 -45%
BCP
2018
Blue Chip Partners
Michigan
$336K -$19.5K -44 -5%
KCM
2019
Kathmere Capital Management
Pennsylvania
$336K – – –
MIP
2020
Marietta Investment Partners
Wisconsin
$336K – – –
WW
2021
Waterfront Wealth
Kansas
$336K +$66.5K +150 +24%
SKK
2022
Shepherd Kaplan Krochuk
Massachusetts
$335K – – –
WAS
2023
Wealth Advisory Solutions
Indiana
$334K -$74.9K -169 -18%
HWA
2024
Hilltop Wealth Advisors
North Carolina
$330K -$23.9K -54 -7%
FNBOMD
2025
First National Bank of Mount Dora
Florida
$330K -$15.1K -34 -4%
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81
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