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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
WFA
2001
WMG Financial Advisors
Tennessee
$541K -$114K -286 -16%
HGWM
2002
Horst & Graben Wealth Management
Oregon
$539K +$27.2K +68 +5%
HFG
2003
Heron Financial Group
New York
$538K -$2K -5 -0.3%
JLBC
2004
J.L. Bainbridge & Co
Florida
$538K – – –
AIM
2005
Axiom Investment Management
New York
$533K -$44.3K -111 -7%
PS
2006
Planned Solutions
California
$533K +$14.8K +37 +3%
TAM
2007
Tocqueville Asset Management
New York
$532K – – –
W
2008
WealthOne
New York
$528K -$61.9K -155 -10%
LA
2009
LVW Advisors
New York
$526K -$49.5K -124 -8%
SC
2010
Shearwater Capital
Colorado
$523K – – –
WFA
2011
Wade Financial Advisory
California
$523K +$7.19K +18 +1%
CAM
2012
Close Asset Management
United Kingdom
$522K -$47.9K -120 -8%
CWMGP
2013
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$520K +$1.2K +3 +0.2%
NSAM
2014
North Star Asset Management
Wisconsin
$520K +$162K +405 +39%
FRA
2015
Front Row Advisors
California
$517K – – –
WIC
2016
Woodmont Investment Counsel
Tennessee
$516K -$26.8K -67 -4%
PT
2017
Plimoth Trust
Massachusetts
$516K -$17.6K -44 -3%
WCA
2018
Waypoint Capital Advisors
Minnesota
$516K -$12.4K -31 -2%
MW
2019
MBL Wealth
North Carolina
$515K -$631K -1,580 -52%
CWM
2020
CCG Wealth Management
California
$515K +$1.6K +4 +0.3%
RPSA
2021
Richard P. Slaughter Associates
Texas
$515K +$360K +902 +169%
BSI
2022
Bennett Selby Investments
Maine
$509K – – –
WIM
2023
Warwick Investment Management
Texas
$508K -$1.6K -4 -0.3%
TI
2024
Trexquant Investment
Connecticut
$508K +$566K +1,417 New
QCM
2025
Quantinno Capital Management
New York
$507K -$32.7K -82 -5%
79 80
81
82 83