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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
2001
AmeriServ Wealth Advisors
Pennsylvania
$740K +$87.2K +195 +14%
CS
2002
Cannell & Spears
New York
$737K – – –
MHB
2003
Midwest Heritage Bank
Iowa
$733K – – –
JBA
2004
Johnson Bixby & Associates
Washington
$732K -$20.1K -45 -3%
MFG
2005
Monte Financial Group
Connecticut
$732K +$24.6K +55 +4%
LBA
2006
Lowell Blake & Associates
Massachusetts
$732K +$25K +56 +4%
MFS
2007
Madrona Financial Services
Washington
$726K – – –
W
2008
WealthOne
New York
$726K +$42.9K +96 +6%
LPP
2009
Life Planning Partners
Florida
$725K +$447 +1 +0.1%
AIM
2010
Axiom Investment Management
New York
$724K -$82.3K -184 -10%
BSI
2011
Bennett Selby Investments
Maine
$723K +$41.6K +93 +6%
CGH
2012
Crossmark Global Holdings
Texas
$721K – – –
MIC
2013
Means Investment Company
Maine
$719K +$1.79K +4 +0.3%
RMCM
2014
Reynders McVeigh Capital Management
Massachusetts
$718K -$119K -267 -14%
CA
2015
Carson Advisory
Georgia
$718K +$99.3K +222 +16%
MCP
2016
Mirador Capital Partners
California
$717K +$71.1K +159 +11%
CSIA
2017
Charles Schwab Investment Advisory
California
$714K +$37.1K +83 +6%
SL
2018
Summitry LLC
California
$713K +$894 +2 +0.1%
QCM
2019
Quantinno Capital Management
New York
$713K +$256K +572 +57%
IPW
2020
Inlet Private Wealth
Florida
$712K +$2.24K +5 +0.3%
MHWM
2021
Montz Harcus Wealth Management
Louisiana
$711K +$2.24K +5 +0.3%
OIM
2022
Opus Investment Management
Massachusetts
$708K – – –
TFA
2023
TPG Financial Advisors
Oregon
$702K – – –
SHWM
2024
Smith & Howard Wealth Management
Georgia
$700K +$64K +143 +10%
AR
2025
Apeiron RIA
Texas
$698K -$6.71M -15,000 -91%
79 80
81
82 83