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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
FAT
2001
First American Trust
California
$757K -$22.9K -57 -3%
TCMP
2002
Thrive Capital Management (Pennsylvania)
Pennsylvania
$757K +$307K +765 +69%
FBT
2003
First Bank & Trust
South Dakota
$756K – – –
PPW
2004
Parcion Private Wealth
Washington
$755K +$736K +1,836 New
CAI
2005
Capital Advisors Inc
Oklahoma
$753K +$134K +334 +22%
MIC
2006
Means Investment Company
Maine
$750K +$63.3K +158 +9%
PCM
2007
Princeton Capital Management
New Jersey
$747K – – –
AAM
2008
American Asset Management
Florida
$745K – – –
CWM
2009
Chicago Wealth Management
Illinois
$745K – – –
IWM
2010
Iams Wealth Management
Nebraska
$744K +$173K +431 +31%
GI
2011
Gradient Investments
Minnesota
$742K -$64.9K -162 -8%
DSN
2012
D. Scott Neal
Kentucky
$742K – – –
SVCP
2013
Silicon Valley Capital Partners
California
$742K -$34.9K -87 -5%
SSWM
2014
Smith Salley Wealth Management
North Carolina
$739K -$783K -1,954 -52%
CFO
2015
Collective Family Office
Pennsylvania
$737K -$323K -806 -31%
RCM
2016
Regency Capital Management
Hawaii
$733K -$5.51M -13,737 -89%
C
2017
CEDRUS
Colorado
$732K +$30.9K +77 +5%
BFA
2018
Bragg Financial Advisors
North Carolina
$731K +$62.9K +157 +10%
TFA
2019
Trinity Financial Advisors
Ohio
$730K -$334K -832 -32%
CS
2020
Cannell & Spears
New York
$730K +$60.1K +150 +9%
STCOSD
2021
Sageworth Trust Company of South Dakota
South Dakota
$728K – – –
WLIM
2022
White Lighthouse Investment Management
Massachusetts
$728K -$29.3K -73 -4%
CWA
2023
Clearview Wealth Advisors
Oregon
$727K +$1.2K +3 +0.2%
CPA
2024
Court Place Advisors
Maryland
$723K -$587K -1,465 -45%
NCM
2025
NCM Capital Management
New Jersey
$722K -$3.81M -9,504 -84%
79 80
81
82 83