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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
VIM
2001
Vista Investment Management
Pennsylvania
$770K +$51.3K +133 +7%
DACG
2002
Donor Advised Charitable Giving
California
$768K -$34.7K -90 -4%
MAA
2003
Matrix Asset Advisors
New York
$767K +$34.3K +89 +5%
NFSG
2004
Newbridge Financial Services Group
Florida
$765K +$61K +158 +9%
MFWP
2005
Mosaic Family Wealth Partners
Missouri
$764K +$768K +1,989 New
ISB
2006
Iowa State Bank
Iowa
$764K – – –
SW
2007
SkyOak Wealth
Michigan
$763K +$28.9K +75 +4%
TI
2008
Trexquant Investment
Connecticut
$762K +$218K +566 +40%
MAM
2009
Milestone Asset Management
Pennsylvania
$760K +$729K +1,890 New
PWA
2010
Providence Wealth Advisors
Illinois
$759K – – –
DWP
2011
Daymark Wealth Partners
Ohio
$757K +$761K +1,971 New
JC
2012
Jentner Corp
Ohio
$757K -$3.86K -10 -0.5%
TFA
2013
TPG Financial Advisors
Oregon
$757K +$162K +421 +27%
GI
2014
Gradient Investments
Minnesota
$756K -$133K -344 -15%
PCM
2015
Palisade Capital Management
New Jersey
$756K -$189K -491 -20%
ACM
2016
Ardent Capital Management
Ohio
$755K +$759K +1,966 New
GAM
2017
GEM Asset Management
Michigan
$755K +$758K +1,964 New
CSIA
2018
Charles Schwab Investment Advisory
California
$753K -$92.6K -240 -11%
CI
2019
Cigna Investments
Connecticut
$753K +$135K +350 +22%
MWM
2020
Marion Wealth Management
Pennsylvania
$752K +$61.7K +160 +9%
OSNBOA
2021
Old Second National Bank of Aurora
Illinois
$751K +$59.4K +154 +9%
BDFN
2022
Bond & Devick Financial Network
Minnesota
$750K – – –
AAM
2023
Austin Asset Management
Texas
$750K – – –
BA
2024
Bridge Advisory
California
$747K -$29.3K -76 -4%
AFG
2025
Allegheny Financial Group
Pennsylvania
$744K +$22K +57 +3%
79 80
81
82 83