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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
$2.69M +$419K +730 +20%
CA
2002
CapWealth Advisors
Tennessee
$2.67M -$2.87K -5 -0.1%
CV
2003
Counterweight Ventures
North Carolina
$2.66M +$209K +364 +9%
ACS
2004
Archford Capital Strategies
Illinois
$2.66M -$243K -424 -9%
SMWM
2005
Silvia McColl Wealth Management
California
$2.65M – – –
WE
2006
Wealth Effects
Massachusetts
$2.64M -$116K -202 -5%
CFD
2007
Creative Financial Designs
Indiana
$2.62M -$8.61K -15 -0.4%
SAM
2008
SP Asset Management
California
$2.61M +$17.8K +31 +0.7%
VST
2009
Van Strum & Towne
California
$2.6M -$14.9K -26 -0.6%
FA
2010
FF Advisors
California
$2.6M – – –
MCA
2011
Magnolia Capital Advisors
Mississippi
$2.6M -$28.7K -50 -1%
AFO
2012
Allie Family Office
Florida
$2.59M +$193K +337 +9%
MA
2013
Mezzasalma Advisors
New Jersey
$2.58M +$10.9K +19 +0.5%
HPC
2014
Hobart Private Capital
North Carolina
$2.57M -$146K -255 -6%
WCM
2015
Wealthcare Capital Management
Virginia
$2.57M +$6.89K +12 +0.3%
HKIMG
2016
Hutchens & Kramer Investment Management Group
Indiana
$2.57M -$72.9K -127 -3%
NAM
2017
NTV Asset Management
West Virginia
$2.56M +$81K +141 +4%
FWP
2018
Falcon Wealth Planning
California
$2.56M -$118K -206 -5%
CCA
2019
Cobblestone Capital Advisors
New York
$2.55M -$99.3K -173 -4%
IAA
2020
Ironsides Asset Advisors
North Carolina
$2.55M – – –
PP
2021
Patten & Patten
Tennessee
$2.54M +$574 +1 +0%
CCM
2022
Cohen Capital Management
California
$2.54M +$82.7K +144 +4%
WSWA
2023
Warren Street Wealth Advisors
California
$2.53M +$292K +509 +14%
RFA
2024
Resurgent Financial Advisors
Georgia
$2.53M -$577K -1,005 -20%
JC
2025
Jentner Corp
Ohio
$2.53M – – –
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