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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
1976
Avity Investment Management
Connecticut
$326K -$19.4K -50 -6%
HWA
1977
Hilltop Wealth Advisors
North Carolina
$326K -$7.74K -20 -2%
EIA
1978
Edgemoor Investment Advisors
Maryland
$324K +$10.5K +27 +3%
SAM
1979
Seelaus Asset Management
New Jersey
$322K -$54.2K -140 -15%
AWM
1980
AllSquare Wealth Management
New York
$322K -$5.42K -14 -2%
ST
1981
Spinnaker Trust
Maine
$321K +$59.6K +154 +24%
FNBOMD
1982
First National Bank of Mount Dora
Florida
$318K – – –
NCM
1983
Neumann Capital Management
California
$318K – – –
ZIM
1984
Zacks Investment Management
Illinois
$318K +$1.16K +3 +0.4%
CCM
1985
Crossvault Capital Management
Texas
$316K +$308K +795 New
ZIG
1986
Zuckerman Investment Group
Illinois
$314K +$60K +155 +24%
CHAM
1987
Clear Harbor Asset Management
Connecticut
$313K +$305K +788 New
KCM
1988
Kathmere Capital Management
Pennsylvania
$310K – – –
SKK
1989
Shepherd Kaplan Krochuk
Massachusetts
$309K +$387 +1 +0.1%
KIG
1990
Kowal Investment Group
Wisconsin
$308K +$81.7K +211 +37%
ACA
1991
Aptus Capital Advisors
Alabama
$303K +$54.2K +140 +23%
HIS
1992
Horizon Investment Services
Indiana
$302K – – –
ANBT
1993
American National Bank & Trust
Texas
$299K – – –
ECA
1994
Elevated Capital Advisors
Utah
$299K +$280K +722 New
FVWA
1995
Foster Victor Wealth Advisors
South Carolina
$298K -$46.5K -120 -14%
WWM
1996
Wolff Wiese Magana
California
$297K – – –
DWA
1997
Dougherty Wealth Advisers
Minnesota
$295K – – –
CCM
1998
Cribstone Capital Management
Maine
$295K +$17.4K +45 +6%
SCM
1999
Stonehearth Capital Management
Massachusetts
$293K -$1.16K -3 -0.4%
HCM
2000
Howland Capital Management
Massachusetts
$292K -$65.8K -170 -19%
78 79
80
81 82