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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
RPWA
2001
Regent Peak Wealth Advisors
Georgia
$1.9M +$7.23K +13 +0.4%
S
2002
Sachetta
Massachusetts
$1.9M -$31.1K -56 -2%
EAM
2003
Empirical Asset Management
Massachusetts
$1.9M -$16.1K -29 -0.9%
LC
2004
Lavaca Capital
Texas
$1.9M +$1.1M +1,987 +153%
TTWM
2005
TCV Trust & Wealth Management
Virginia
$1.9M -$70.1K -126 -4%
SCP
2006
Sandhill Capital Partners
New York
$1.9M -$18.9K -34 -1%
FF
2007
Francis Financial
$1.89M -$398K -716 -18%
AWA
2008
ARQ Wealth Advisors
Arizona
$1.89M -$11.7K -21 -0.6%
DI
2009
Disciplined Investments
Oklahoma
$1.89M -$7.23K -13 -0.4%
1SB
2010
1ST Source Bank
Indiana
$1.88M -$116K -208 -6%
MAA
2011
Matrix Asset Advisors
New York
$1.88M +$627K +1,128 +53%
IWA
2012
Inspirion Wealth Advisors
Illinois
$1.88M +$8.9K +16 +0.5%
AFG
2013
Allegheny Financial Group
Pennsylvania
$1.87M -$111K -199 -6%
SW
2014
SlateStone Wealth
Florida
$1.87M +$478K +860 +36%
FNWA
2015
Financial Network Wealth Advisors
Utah
$1.87M +$40.6K +73 +2%
IBOK
2016
Independence Bank of Kentucky
Kentucky
$1.87M +$363K +652 +25%
FWM
2017
Forza Wealth Management
Florida
$1.87M +$137K +246 +8%
WCWM
2018
Willow Creek Wealth Management
California
$1.87M -$236K -424 -12%
ISB
2019
Iowa State Bank
Iowa
$1.86M -$48.9K -88 -3%
NFP
2020
Narus Financial Partners
Utah
$1.86M +$28.4K +51 +2%
OPCM
2021
Osborne Partners Capital Management
California
$1.86M +$455K +818 +34%
BC
2022
Burney Company
Virginia
$1.86M +$11.1K +20 +0.6%
RWM
2023
Raffa Wealth Management
District of Columbia
$1.86M -$6.33M -11,381 -78%
VAF
2024
Values Added Financial
District of Columbia
$1.85M – – –
FAM
2025
Family Asset Management
South Carolina
$1.85M -$95.6K -172 -5%
79 80
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