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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
WCAMG
2001
Woodard & Company Asset Management Group
North Carolina
$1.65M -$48.4K -92 -3%
AO
2002
Advisor OS
Illinois
$1.65M +$37.9K +72 +2%
AWA
2003
Arbor Wealth Advisors
Michigan
$1.65M +$4.73K +9 +0.3%
SCM
2004
Sebold Capital Management
Illinois
$1.65M -$1.05K -2 -0.1%
FWM
2005
Forza Wealth Management
Florida
$1.64M – – –
PWA
2006
PCG Wealth Advisors
Kansas
$1.64M -$136K -259 -8%
FMC
2007
First Merchants Corp
Indiana
$1.63M -$130K -247 -8%
GHA
2008
GW Henssler & Associates
Georgia
$1.63M +$10.5K +20 +0.7%
PL
2009
Parthenon LLC
Kentucky
$1.63M – – –
BWA
2010
Bordeaux Wealth Advisors
California
$1.63M +$126K +239 +9%
HA
2011
Herold Advisors
New York
$1.63M +$124K +236 +9%
AFAS
2012
Acorn Financial Advisory Services
Virginia
$1.62M -$288K -547 -16%
RA
2013
Riversedge Advisors
Delaware
$1.62M -$19.5K -37 -1%
CAI
2014
Capital Advisors Inc
Oklahoma
$1.62M – – –
GAM
2015
GEM Asset Management
Michigan
$1.61M -$70.5K -134 -4%
BO
2016
Bank OZK
Arkansas
$1.61M +$156K +297 +11%
PTC
2017
Philadelphia Trust Company
Pennsylvania
$1.61M – – –
ACM
2018
Advance Capital Management
Michigan
$1.6M +$5.78K +11 +0.4%
MIA
2019
MMBG Investment Advisors
Florida
$1.6M – – –
SIA
2020
Schechter Investment Advisors
Michigan
$1.59M -$3.68K -7 -0.2%
LAS
2021
Lloyd Advisory Services
Georgia
$1.59M +$1.53M +2,903 New
BFP
2022
Briaud Financial Planning
Texas
$1.59M – – –
HCA
2023
Horan Capital Advisors
Ohio
$1.58M +$145K +275 +11%
BFWA
2024
Benchmark Financial Wealth Advisors
Florida
$1.58M -$253K -482 -14%
BOPW
2025
Brandywine Oak Private Wealth
Pennsylvania
$1.58M -$166K -315 -10%
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81
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