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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
BIA
1976
Biondo Investment Advisors
Pennsylvania
$394K -$255K -575 -39%
AWAG
1977
ARS Wealth Advisors Group
Florida
$392K +$404K +911 New
VAG
1978
VisionPoint Advisory Group
Texas
$390K -$310K -700 -46%
FWM
1979
Foresight Wealth Management
Utah
$390K – – –
CWM
1980
CIBC World Markets
New York
$390K +$401K +906 New
CFA
1981
Capstone Financial Advisors
Illinois
$389K +$86.9K +196 +28%
FANJ
1982
Financial Architects (New Jersey)
New Jersey
$386K -$11.5K -26 -3%
CFFP
1983
Center for Financial Planning
Michigan
$386K – – –
LDB
1984
Lee, Danner & Bass
Tennessee
$386K – – –
KIG
1985
Kowal Investment Group
Wisconsin
$383K – – –
TCM
1986
Tandem Capital Management
New Jersey
$380K – – –
UBG
1987
United Bank (Georgia)
Georgia
$380K +$12.4K +28 +3%
ECA
1988
Elevated Capital Advisors
Utah
$379K +$390K +880 New
CP
1989
Covenant Partners
Tennessee
$377K – – –
TW
1990
Towerpoint Wealth
California
$377K +$73.1K +165 +23%
TP
1991
Truvvo Partners
New York
$372K – – –
AIC
1992
Archer Investment Corporation
Indiana
$371K +$382K +862 New
RFN
1993
RDA Financial Network
Iowa
$367K -$267K -603 -41%
BFS
1994
Bickling Financial Services
Massachusetts
$366K -$8.29M -18,705 -96%
WOC
1995
West Oak Capital
California
$366K +$93.5K +211 +33%
DAM
1996
Delta Asset Management
Tennessee
$364K – – –
TI
1997
Tidal Investments
Wisconsin
$362K -$6.18M -13,950 -94%
RE
1998
RBC Europe
United Kingdom
$358K +$55.8K +126 +18%
IHWM
1999
Iron Horse Wealth Management
Iowa
$358K – – –
SMH
2000
Sanders Morris Harris
Texas
$357K -$1.84M -4,153 -83%
78 79
80
81 82