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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
AHB
1976
Abner Herrman & Brock
New Jersey
$327K +$68.9K +178 +28%
AIM
1977
Avity Investment Management
Connecticut
$326K -$19.4K -50 -6%
HWA
1978
Hilltop Wealth Advisors
North Carolina
$326K -$7.74K -20 -2%
EIA
1979
Edgemoor Investment Advisors
Maryland
$324K +$10.5K +27 +3%
SAM
1980
Seelaus Asset Management
New Jersey
$322K -$54.2K -140 -15%
AWM
1981
AllSquare Wealth Management
New York
$322K -$5.42K -14 -2%
ST
1982
Spinnaker Trust
Maine
$321K +$59.6K +154 +24%
FNBOMD
1983
First National Bank of Mount Dora
Florida
$318K – – –
NCM
1984
Neumann Capital Management
California
$318K – – –
ZIM
1985
Zacks Investment Management
Illinois
$318K +$1.16K +3 +0.4%
CCM
1986
Crossvault Capital Management
Texas
$316K +$308K +795 New
ZIG
1987
Zuckerman Investment Group
Illinois
$314K +$60K +155 +24%
CHAM
1988
Clear Harbor Asset Management
Connecticut
$313K +$305K +788 New
KCM
1989
Kathmere Capital Management
Pennsylvania
$310K – – –
SKK
1990
Shepherd Kaplan Krochuk
Massachusetts
$309K +$387 +1 +0.1%
KIG
1991
Kowal Investment Group
Wisconsin
$308K +$81.7K +211 +37%
ACA
1992
Aptus Capital Advisors
Alabama
$303K +$54.2K +140 +23%
HIS
1993
Horizon Investment Services
Indiana
$302K – – –
ANBT
1994
American National Bank & Trust
Texas
$299K – – –
ECA
1995
Elevated Capital Advisors
Utah
$299K +$280K +722 New
FVWA
1996
Foster Victor Wealth Advisors
South Carolina
$298K -$46.5K -120 -14%
WWM
1997
Wolff Wiese Magana
California
$297K – – –
DWA
1998
Dougherty Wealth Advisers
Minnesota
$295K – – –
CCM
1999
Cribstone Capital Management
Maine
$295K +$17.4K +45 +6%
SCM
2000
Stonehearth Capital Management
Massachusetts
$293K -$1.16K -3 -0.4%
78 79
80
81 82