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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
ZIM
2001
Zacks Investment Management
Illinois
$887K -$11K -26 -1%
LA
2002
LexAurum Advisors
Kansas
$886K +$421 +1 +0.1%
C
2003
CEDRUS
Colorado
$885K +$86.4K +205 +12%
B
2004
Bellecapital
Switzerland
$883K -$99.9K -237 -11%
MCM
2005
Mendel Capital Management
Arkansas
$882K -$83.4K -198 -9%
TWM
2006
Trinity Wealth Management
Pennsylvania
$880K -$25.7K -61 -3%
H
2007
HoyleCohen
California
$878K +$18.1K +43 +2%
TFA
2008
TPG Financial Advisors
Oregon
$878K – – –
AWM
2009
Affinity Wealth Management
Delaware
$876K -$73.3K -174 -8%
ACM
2010
Ardent Capital Management
Ohio
$876K – – –
GAM
2011
GEM Asset Management
Michigan
$875K -$163K -387 -16%
IIM
2012
InTrack Investment Management
Vermont
$873K +$826K +1,959 New
WW
2013
Waterfront Wealth
Kansas
$873K -$164K -390 -17%
LBA
2014
Lowell Blake & Associates
Massachusetts
$868K -$11K -26 -1%
CIA
2015
Cape Investment Advisory
Georgia
$867K +$83.9K +199 +11%
JC
2016
Jentner Corp
Ohio
$866K – – –
FI
2017
Financial Insights
Washington
$862K -$410K -974 -33%
SCM
2018
Seascape Capital Management
New Hampshire
$860K +$254K +602 +45%
HIP
2019
HUB Investment Partners
Texas
$859K -$112K -266 -12%
BWL
2020
Bogart Wealth LLC
Virginia
$859K +$181K +429 +29%
CFAM
2021
Coury Firm Asset Management
Pennsylvania
$857K +$2.11K +5 +0.3%
FAT
2022
First American Trust
California
$856K +$33.7K +80 +4%
SC
2023
Searle & Co
Connecticut
$855K – – –
AIC
2024
Archer Investment Corporation
Indiana
$855K +$302K +717 +60%
IAS
2025
Insigneo Advisory Services
Florida
$852K +$429K +1,018 +114%
79 80
81
82 83