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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
RA
2001
Rodgers & Associates
Pennsylvania
$1.34M -$72.5K -162 -5%
VLC
2002
Van Leeuwen & Company
New Jersey
$1.33M -$96.7K -216 -7%
SCP
2003
Sandhill Capital Partners
New York
$1.33M +$94K +210 +8%
CA
2004
Cortland Associates
Missouri
$1.32M +$328K +733 +36%
VF
2005
Vista Finance
Missouri
$1.32M +$94K +210 +8%
MHIC
2006
Marble Harbor Investment Counsel
Massachusetts
$1.32M – – –
NSAM
2007
North Star Asset Management
Wisconsin
$1.32M -$4.92K -11 -0.4%
KIG
2008
Kowal Investment Group
Wisconsin
$1.32M +$48.3K +108 +4%
CWM
2009
Chesapeake Wealth Management
Virginia
$1.32M +$785K +1,753 +175%
HA
2010
HFG Advisors
Ohio
$1.31M +$1.34K +3 +0.1%
BA
2011
Ballast Advisors
Minnesota
$1.31M -$60.4K -135 -5%
AIA
2012
Arbor Investment Advisors
North Carolina
$1.31M -$84.6K -189 -6%
HCA
2013
Horan Capital Advisors
Ohio
$1.31M -$150K -335 -11%
1SB
2014
1ST Source Bank
Indiana
$1.3M -$17.9K -40 -1%
NCFG
2015
New Century Financial Group
New Jersey
$1.3M +$1.22M +2,727 New
CCM
2016
Crew Capital Management
Ohio
$1.3M -$17.9K -40 -1%
GD
2017
Grandfield & Dodd
New York
$1.3M -$152K -340 -11%
OWA
2018
Opal Wealth Advisors
New York
$1.3M +$653K +1,460 +116%
CWA
2019
Clarity Wealth Advisors
California
$1.3M +$10.3K +23 +0.9%
APWA
2020
Atlas Private Wealth Advisors
New Jersey
$1.29M -$73.9K -165 -6%
ACM
2021
Argent Capital Management
Missouri
$1.29M +$706K +1,578 +140%
PA
2022
Parkside Advisors
California
$1.29M -$104K -233 -8%
AAP
2023
Arax Advisory Partners
Colorado
$1.29M +$62.7K +140 +5%
AWM
2024
Accel Wealth Management
Iowa
$1.28M -$521K -1,164 -30%
FFA
2025
Founders Financial Alliance
North Carolina
$1.28M -$24.2K -54 -2%
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