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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
MFS
2001
Madrona Financial Services
Washington
$768K – – –
IFS
2002
Ifrah Financial Services
Arkansas
$768K +$461 +1 +0.1%
OSAM
2003
O'Shaughnessy Asset Management
Connecticut
$766K +$462K +1,003 +166%
FP
2004
Financial Perspectives
Minnesota
$763K +$5.99K +13 +0.8%
LPP
2005
Life Planning Partners
Florida
$763K +$738K +1,601 New
FP
2006
Fiduciary Planning
Florida
$759K -$7.2M -15,625 -91%
CGH
2007
Crossmark Global Holdings
Texas
$758K – – –
MIC
2008
Means Investment Company
Maine
$754K +$2.3K +5 +0.3%
MA
2009
MJP Associates
Connecticut
$752K +$1.84K +4 +0.3%
SL
2010
Summitry LLC
California
$749K +$723K +1,569 New
IPW
2011
Inlet Private Wealth
Florida
$746K -$17.5K -38 -2%
MHWM
2012
Montz Harcus Wealth Management
Louisiana
$746K +$720K +1,563 New
OIM
2013
Opus Investment Management
Massachusetts
$744K -$2.2M -4,770 -75%
LBA
2014
Lowell Blake & Associates
Massachusetts
$743K +$2.3K +5 +0.3%
MFG
2015
Monte Financial Group
Connecticut
$743K +$718K +1,558 New
WA
2016
WESPAC Advisors
California
$742K +$27.7K +60 +4%
MSCM
2017
McElhenny Sheffield Capital Management
Texas
$741K +$120K +260 +20%
TFA
2018
TPG Financial Advisors
Oregon
$738K – – –
WLIM
2019
White Lighthouse Investment Management
Massachusetts
$735K +$12K +26 +2%
GIA
2020
Gateway Investment Advisers
Ohio
$734K – – –
WCA
2021
Waypoint Capital Advisors
Minnesota
$734K +$709K +1,538 New
CBB
2022
Citizens Business Bank
California
$732K – – –
LJHT
2023
Laurie J. Hall Trustee
$728K -$4.61K -10 -0.7%
BMA
2024
Brooks Moore & Associates
Tennessee
$727K – – –
CMS
2025
Capital Market Strategies
Florida
$725K +$700K +1,519 New
79 80
81
82 83