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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
NB
1976
NBT Bank
New York
$4.29M -$2.61M -3,582 -38%
LCAM
1977
London & Capital Asset Management
United Kingdom
$4.27M -$582K -799 -12%
LFP
1978
Leeward Financial Partners
Washington
$4.25M +$2.19K +3 +0.1%
FC
1979
Fulcrum Capital
Washington
$4.25M -$151K -207 -4%
APC
1980
Aspire Private Capital
North Carolina
$4.25M +$1.46M +2,006 +55%
LFA
1981
Legacy Financial Advisors
Kentucky
$4.25M -$204K -280 -5%
PCMF
1982
Private Capital Management (Florida)
Florida
$4.24M +$422K +579 +11%
RCM
1983
Ridgepath Capital Management
Tennessee
$4.24M +$9.47K +13 +0.2%
GFPC
1984
Global Financial Private Client
Florida
$4.23M +$359K +493 +10%
RF
1985
Roxbury Financial
New Jersey
$4.22M +$102K +140 +3%
HNWA
1986
Henrickson Nauta Wealth Advisors
Michigan
$4.21M +$1.14M +1,564 +39%
AP
1987
Appleton Partners
Massachusetts
$4.21M +$297K +408 +8%
NCG
1988
Newport Capital Group
New Jersey
$4.2M +$194K +267 +5%
WFA
1989
WestHill Financial Advisors
California
$4.2M -$253K -348 -6%
LCC
1990
Lincoln Capital Corp
Rhode Island
$4.19M -$7.28K -10 -0.2%
AFA
1991
Antonelli Financial Advisors
Michigan
$4.17M -$465K -639 -10%
TVAMP
1992
Tennessee Valley Asset Management Partners
Tennessee
$4.17M -$144K -198 -3%
WE
1993
Wealth Effects
Massachusetts
$4.17M +$870K +1,195 +27%
FFM
1994
Fullerton Fund Management
Singapore
$4.17M +$2.07M +2,845 +104%
TCWM
1995
Total Clarity Wealth Management
Illinois
$4.15M +$506K +695 +14%
NB
1996
NBH Bank
Colorado
$4.14M +$4.03M +5,531 New
M
1997
MOTCO
Texas
$4.14M -$175K -241 -4%
FRA
1998
Frank Rimerman Advisors
California
$4.13M -$55.3K -76 -1%
BFO
1999
Biltmore Family Office
North Carolina
$4.13M -$102K -140 -2%
GSIS
2000
Global Strategic Investment Solutions
Arizona
$4.12M +$187K +257 +5%
78 79
80
81 82