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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
JBA
2001
Johnson Bixby & Associates
Washington
$732K -$20.1K -45 -3%
MFG
2002
Monte Financial Group
Connecticut
$732K +$24.6K +55 +4%
LBA
2003
Lowell Blake & Associates
Massachusetts
$732K +$25K +56 +4%
MFS
2004
Madrona Financial Services
Washington
$726K – – –
W
2005
WealthOne
New York
$726K +$42.9K +96 +6%
LPP
2006
Life Planning Partners
Florida
$725K +$447 +1 +0.1%
AIM
2007
Axiom Investment Management
New York
$724K -$82.3K -184 -10%
BSI
2008
Bennett Selby Investments
Maine
$723K +$41.6K +93 +6%
CGH
2009
Crossmark Global Holdings
Texas
$721K – – –
MIC
2010
Means Investment Company
Maine
$719K +$1.79K +4 +0.3%
RMCM
2011
Reynders McVeigh Capital Management
Massachusetts
$718K -$119K -267 -14%
CA
2012
Carson Advisory
Georgia
$718K +$99.3K +222 +16%
MCP
2013
Mirador Capital Partners
California
$717K +$71.1K +159 +11%
CSIA
2014
Charles Schwab Investment Advisory
California
$714K +$37.1K +83 +6%
SL
2015
Summitry LLC
California
$713K +$894 +2 +0.1%
QCM
2016
Quantinno Capital Management
New York
$713K +$256K +572 +57%
IPW
2017
Inlet Private Wealth
Florida
$712K +$2.24K +5 +0.3%
MHWM
2018
Montz Harcus Wealth Management
Louisiana
$711K +$2.24K +5 +0.3%
OIM
2019
Opus Investment Management
Massachusetts
$708K – – –
TFA
2020
TPG Financial Advisors
Oregon
$702K – – –
SHWM
2021
Smith & Howard Wealth Management
Georgia
$700K +$64K +143 +10%
AR
2022
Apeiron RIA
Texas
$698K -$6.71M -15,000 -91%
WLIM
2023
White Lighthouse Investment Management
Massachusetts
$698K -$447 -1 -0.1%
GIA
2024
Gateway Investment Advisers
Ohio
$698K – – –
CBB
2025
Citizens Business Bank
California
$696K – – –
79 80
81
82 83