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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
HFG
2001
Heron Financial Group
New York
$538K -$2K -5 -0.3%
JLBC
2002
J.L. Bainbridge & Co
Florida
$538K – – –
AIM
2003
Axiom Investment Management
New York
$533K -$44.3K -111 -7%
PS
2004
Planned Solutions
California
$533K +$14.8K +37 +3%
TAM
2005
Tocqueville Asset Management
New York
$532K – – –
W
2006
WealthOne
New York
$528K -$61.9K -155 -10%
LA
2007
LVW Advisors
New York
$526K -$49.5K -124 -8%
SC
2008
Shearwater Capital
Colorado
$523K – – –
WFA
2009
Wade Financial Advisory
California
$523K +$7.19K +18 +1%
CAM
2010
Close Asset Management
United Kingdom
$522K -$47.9K -120 -8%
CWMGP
2011
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$520K +$1.2K +3 +0.2%
NSAM
2012
North Star Asset Management
Wisconsin
$520K +$162K +405 +39%
FRA
2013
Front Row Advisors
California
$517K – – –
WIC
2014
Woodmont Investment Counsel
Tennessee
$516K -$26.8K -67 -4%
PT
2015
Plimoth Trust
Massachusetts
$516K -$17.6K -44 -3%
WCA
2016
Waypoint Capital Advisors
Minnesota
$516K -$12.4K -31 -2%
MW
2017
MBL Wealth
North Carolina
$515K -$631K -1,580 -52%
CWM
2018
CCG Wealth Management
California
$515K +$1.6K +4 +0.3%
RPSA
2019
Richard P. Slaughter Associates
Texas
$515K +$360K +902 +169%
BSI
2020
Bennett Selby Investments
Maine
$509K – – –
WIM
2021
Warwick Investment Management
Texas
$508K -$1.6K -4 -0.3%
TI
2022
Trexquant Investment
Connecticut
$508K +$566K +1,417 New
QCM
2023
Quantinno Capital Management
New York
$507K -$32.7K -82 -5%
WA
2024
WestEnd Advisors
North Carolina
$506K -$388K -972 -41%
TPWM
2025
Twelve Points Wealth Management
Massachusetts
$505K – – –
79 80
81
82 83