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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
WAS
1976
Wealth Advisory Solutions
Indiana
$406K +$396K +945 New
FFG
1977
Fullen Financial Group
Ohio
$404K -$61.2K -146 -13%
TPW
1978
TL Private Wealth
Texas
$398K -$15.1K -36 -4%
BFS
1979
Beacon Financial Strategies
North Carolina
$398K +$387K +925 New
FANJ
1980
Financial Architects (New Jersey)
New Jersey
$396K +$6.28K +15 +2%
AWA
1981
ARS Wealth Advisors
Florida
$390K – – –
FWM
1982
Foresight Wealth Management
Utah
$389K -$13.4K -32 -3%
TW
1983
TrinityPoint Wealth
Connecticut
$387K -$419 -1 -0.1%
LDB
1984
Lee, Danner & Bass
Tennessee
$385K -$136K -325 -27%
CFFP
1985
Center for Financial Planning
Michigan
$385K -$21.8K -52 -5%
ODIJL
1986
One Day In July LLC
Vermont
$382K -$33.5K -80 -8%
KIG
1987
Kowal Investment Group
Wisconsin
$382K +$48.2K +115 +15%
HDIM
1988
Hanson & Doremus Investment Management
Vermont
$380K – – –
TCM
1989
Tandem Capital Management
New Jersey
$380K – – –
EBSAM
1990
Eubel Brady & Suttman Asset Management
Ohio
$378K -$398K -950 -50%
FSA
1991
Financial Sense Advisors
California
$377K +$131K +312 +55%
CP
1992
Covenant Partners
Tennessee
$376K – – –
MAG
1993
MRA Advisory Group
New Jersey
$373K -$34.4K -82 -9%
CLOS
1994
Compagnie Lombard Odier SCmA
Switzerland
$373K +$364K +868 New
TP
1995
Truvvo Partners
New York
$372K -$17.6K -42 -5%
AW
1996
Alaethes Wealth
Nevada
$370K -$101K -241 -22%
UBG
1997
United Bank (Georgia)
Georgia
$368K – – –
AWM
1998
AllSquare Wealth Management
New York
$365K +$16.8K +40 +5%
DAM
1999
Delta Asset Management
Tennessee
$363K – – –
BIP
2000
Blueprint Investment Partners
North Carolina
$359K +$350K +836 New
78 79
80
81 82