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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
HIP
2001
HUB Investment Partners
Texas
$1.35M +$578K +1,291 +84%
NFSG
2002
Newbridge Financial Services Group
Florida
$1.35M +$69.4K +155 +6%
RA
2003
Rodgers & Associates
Pennsylvania
$1.34M -$72.5K -162 -5%
VLC
2004
Van Leeuwen & Company
New Jersey
$1.33M -$96.7K -216 -7%
SCP
2005
Sandhill Capital Partners
New York
$1.33M +$94K +210 +8%
CA
2006
Cortland Associates
Missouri
$1.32M +$328K +733 +36%
VF
2007
Vista Finance
Missouri
$1.32M +$94K +210 +8%
MHIC
2008
Marble Harbor Investment Counsel
Massachusetts
$1.32M – – –
NSAM
2009
North Star Asset Management
Wisconsin
$1.32M -$4.92K -11 -0.4%
KIG
2010
Kowal Investment Group
Wisconsin
$1.32M +$48.3K +108 +4%
CWM
2011
Chesapeake Wealth Management
Virginia
$1.32M +$785K +1,753 +175%
HA
2012
HFG Advisors
Ohio
$1.31M +$1.34K +3 +0.1%
BA
2013
Ballast Advisors
Minnesota
$1.31M -$60.4K -135 -5%
AIA
2014
Arbor Investment Advisors
North Carolina
$1.31M -$84.6K -189 -6%
HCA
2015
Horan Capital Advisors
Ohio
$1.31M -$150K -335 -11%
1SB
2016
1ST Source Bank
Indiana
$1.3M -$17.9K -40 -1%
NCFG
2017
New Century Financial Group
New Jersey
$1.3M +$1.22M +2,727 New
CCM
2018
Crew Capital Management
Ohio
$1.3M -$17.9K -40 -1%
GD
2019
Grandfield & Dodd
New York
$1.3M -$152K -340 -11%
OWA
2020
Opal Wealth Advisors
New York
$1.3M +$653K +1,460 +116%
CWA
2021
Clarity Wealth Advisors
California
$1.3M +$10.3K +23 +0.9%
APWA
2022
Atlas Private Wealth Advisors
New Jersey
$1.29M -$73.9K -165 -6%
ACM
2023
Argent Capital Management
Missouri
$1.29M +$706K +1,578 +140%
PA
2024
Parkside Advisors
California
$1.29M -$104K -233 -8%
AAP
2025
Arax Advisory Partners
Colorado
$1.29M +$62.7K +140 +5%
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