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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
AO
2001
Advisor OS
Illinois
$1.55M -$22.5K -45 -2%
PTC
2002
Philadelphia Trust Company
Pennsylvania
$1.54M – – –
SIA
2003
Strategic Investment Advisors
Michigan
$1.54M -$581K -1,161 -28%
NWM
2004
Northwest Wealth Management
Iowa
$1.54M -$92.1K -184 -6%
FDCP
2005
Foster Dykema Cabot & Partners
Massachusetts
$1.54M -$635K -1,270 -30%
EAMA
2006
EFG Asset Management (Americas)
Florida
$1.54M -$3.6M -7,192 -71%
MIA
2007
MMBG Investment Advisors
Florida
$1.54M – – –
KWM
2008
Kaydan Wealth Management
Michigan
$1.53M +$193K +386 +15%
ACM
2009
Advance Capital Management
Michigan
$1.53M -$63.5K -127 -4%
SIA
2010
Schechter Investment Advisors
Michigan
$1.53M -$257K -514 -15%
SAI
2011
Savvy Advisors Inc
New York
$1.53M +$1.46M +2,910 New
EIM
2012
Ervin Investment Management
Washington
$1.53M -$6K -12 -0.4%
ITIM
2013
Indiana Trust & Investment Management
Indiana
$1.53M -$29K -58 -2%
BFP
2014
Briaud Financial Planning
Texas
$1.52M +$1.45M +2,900 New
MHIC
2015
Marble Harbor Investment Counsel
Massachusetts
$1.52M +$57K +114 +4%
HA
2016
HFG Advisors
Ohio
$1.51M +$66.5K +133 +5%
CAMG
2017
CWA Asset Management Group
Florida
$1.5M -$2.2M -4,392 -61%
GC
2018
Gratus Capital
Georgia
$1.5M -$497K -994 -26%
CCA
2019
Cora Capital Advisors
New Jersey
$1.5M – – –
HFS
2020
Heritage Financial Services
Massachusetts
$1.49M +$124K +248 +10%
EWM
2021
Executive Wealth Management
Michigan
$1.49M -$127K -254 -8%
CCM
2022
Crew Capital Management
Ohio
$1.49M +$55K +110 +4%
MCM
2023
Mengis Capital Management
Oregon
$1.49M +$1.5K +3 +0.1%
FA
2024
Faithward Advisors
Pennsylvania
$1.49M +$32K +64 +2%
MSWM
2025
McGlone Suttner Wealth Management
Wisconsin
$1.49M -$13K -26 -0.9%
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