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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CS
2001
Cannell & Spears
New York
$775K – – –
IRAG
2002
Investment Research & Advisory Group
Georgia
$770K -$11.5K -25 -2%
MHB
2003
Midwest Heritage Bank
Iowa
$770K +$744K +1,615 New
MFS
2004
Madrona Financial Services
Washington
$768K – – –
IFS
2005
Ifrah Financial Services
Arkansas
$768K +$461 +1 +0.1%
OSAM
2006
O'Shaughnessy Asset Management
Connecticut
$766K +$462K +1,003 +166%
FP
2007
Financial Perspectives
Minnesota
$763K +$5.99K +13 +0.8%
LPP
2008
Life Planning Partners
Florida
$763K +$738K +1,601 New
FP
2009
Fiduciary Planning
Florida
$759K -$7.2M -15,625 -91%
CGH
2010
Crossmark Global Holdings
Texas
$758K – – –
MIC
2011
Means Investment Company
Maine
$754K +$2.3K +5 +0.3%
MA
2012
MJP Associates
Connecticut
$752K +$1.84K +4 +0.3%
SL
2013
Summitry LLC
California
$749K +$723K +1,569 New
IPW
2014
Inlet Private Wealth
Florida
$746K -$17.5K -38 -2%
MHWM
2015
Montz Harcus Wealth Management
Louisiana
$746K +$720K +1,563 New
OIM
2016
Opus Investment Management
Massachusetts
$744K -$2.2M -4,770 -75%
LBA
2017
Lowell Blake & Associates
Massachusetts
$743K +$2.3K +5 +0.3%
MFG
2018
Monte Financial Group
Connecticut
$743K +$718K +1,558 New
WA
2019
WESPAC Advisors
California
$742K +$27.7K +60 +4%
MSCM
2020
McElhenny Sheffield Capital Management
Texas
$741K +$120K +260 +20%
TFA
2021
TPG Financial Advisors
Oregon
$738K – – –
WLIM
2022
White Lighthouse Investment Management
Massachusetts
$735K +$12K +26 +2%
GIA
2023
Gateway Investment Advisers
Ohio
$734K – – –
WCA
2024
Waypoint Capital Advisors
Minnesota
$734K +$709K +1,538 New
CBB
2025
Citizens Business Bank
California
$732K – – –
79 80
81
82 83