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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
VAG
2001
VisionPoint Advisory Group
Texas
$761K +$431K +1,076 +135%
BRA
2002
Biechele Royce Advisors
Indiana
$760K +$494K +1,232 +200%
FAT
2003
First American Trust
California
$757K -$22.9K -57 -3%
TCMP
2004
Thrive Capital Management (Pennsylvania)
Pennsylvania
$757K +$307K +765 +69%
FBT
2005
First Bank & Trust
South Dakota
$756K – – –
PPW
2006
Parcion Private Wealth
Washington
$755K +$736K +1,836 New
CAI
2007
Capital Advisors Inc
Oklahoma
$753K +$134K +334 +22%
MIC
2008
Means Investment Company
Maine
$750K +$63.3K +158 +9%
PCM
2009
Princeton Capital Management
New Jersey
$747K – – –
AAM
2010
American Asset Management
Florida
$745K – – –
CWM
2011
Chicago Wealth Management
Illinois
$745K – – –
IWM
2012
Iams Wealth Management
Nebraska
$744K +$173K +431 +31%
GI
2013
Gradient Investments
Minnesota
$742K -$64.9K -162 -8%
DSN
2014
D. Scott Neal
Kentucky
$742K – – –
SVCP
2015
Silicon Valley Capital Partners
California
$742K -$34.9K -87 -5%
SSWM
2016
Smith Salley Wealth Management
North Carolina
$739K -$783K -1,954 -52%
CFO
2017
Collective Family Office
Pennsylvania
$737K -$323K -806 -31%
RCM
2018
Regency Capital Management
Hawaii
$733K -$5.51M -13,737 -89%
C
2019
CEDRUS
Colorado
$732K +$30.9K +77 +5%
BFA
2020
Bragg Financial Advisors
North Carolina
$731K +$62.9K +157 +10%
TFA
2021
Trinity Financial Advisors
Ohio
$730K -$334K -832 -32%
CS
2022
Cannell & Spears
New York
$730K +$60.1K +150 +9%
STCOSD
2023
Sageworth Trust Company of South Dakota
South Dakota
$728K – – –
WLIM
2024
White Lighthouse Investment Management
Massachusetts
$728K -$29.3K -73 -4%
CWA
2025
Clearview Wealth Advisors
Oregon
$727K +$1.2K +3 +0.2%
79 80
81
82 83