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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
2001
Strategic Investment Advisors
Michigan
$1.54M -$581K -1,161 -28%
NWM
2002
Northwest Wealth Management
Iowa
$1.54M -$92.1K -184 -6%
FDCP
2003
Foster Dykema Cabot & Partners
Massachusetts
$1.54M -$635K -1,270 -30%
EAMA
2004
EFG Asset Management (Americas)
Florida
$1.54M -$3.6M -7,192 -71%
MIA
2005
MMBG Investment Advisors
Florida
$1.54M – – –
KWM
2006
Kaydan Wealth Management
Michigan
$1.53M +$193K +386 +15%
ACM
2007
Advance Capital Management
Michigan
$1.53M -$63.5K -127 -4%
SIA
2008
Schechter Investment Advisors
Michigan
$1.53M -$257K -514 -15%
SAI
2009
Savvy Advisors Inc
New York
$1.53M +$1.46M +2,910 New
EIM
2010
Ervin Investment Management
Washington
$1.53M -$6K -12 -0.4%
ITIM
2011
Indiana Trust & Investment Management
Indiana
$1.53M -$29K -58 -2%
BFP
2012
Briaud Financial Planning
Texas
$1.52M +$1.45M +2,900 New
MHIC
2013
Marble Harbor Investment Counsel
Massachusetts
$1.52M +$57K +114 +4%
HA
2014
HFG Advisors
Ohio
$1.51M +$66.5K +133 +5%
CAMG
2015
CWA Asset Management Group
Florida
$1.5M -$2.2M -4,392 -61%
GC
2016
Gratus Capital
Georgia
$1.5M -$497K -994 -26%
CCA
2017
Cora Capital Advisors
New Jersey
$1.5M – – –
HFS
2018
Heritage Financial Services
Massachusetts
$1.49M +$124K +248 +10%
EWM
2019
Executive Wealth Management
Michigan
$1.49M -$127K -254 -8%
CCM
2020
Crew Capital Management
Ohio
$1.49M +$55K +110 +4%
MCM
2021
Mengis Capital Management
Oregon
$1.49M +$1.5K +3 +0.1%
FA
2022
Faithward Advisors
Pennsylvania
$1.49M +$32K +64 +2%
MSWM
2023
McGlone Suttner Wealth Management
Wisconsin
$1.49M -$13K -26 -0.9%
AIC
2024
Archer Investment Corporation
Indiana
$1.48M -$12K -24 -0.8%
SPWM
2025
Schrum Private Wealth Management
Florida
$1.48M +$954K +1,907 +210%
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