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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
EBT
1976
Enterprise Bank & Trust
Massachusetts
$397K +$196K +442 +92%
RPSA
1977
Richard P. Slaughter Associates
Texas
$395K -$54.5K -123 -12%
BIA
1978
Biondo Investment Advisors
Pennsylvania
$394K -$255K -575 -39%
AWAG
1979
ARS Wealth Advisors Group
Florida
$392K +$404K +911 New
VAG
1980
VisionPoint Advisory Group
Texas
$390K -$310K -700 -46%
FWM
1981
Foresight Wealth Management
Utah
$390K – – –
CWM
1982
CIBC World Markets
New York
$390K +$401K +906 New
CFA
1983
Capstone Financial Advisors
Illinois
$389K +$86.9K +196 +28%
FANJ
1984
Financial Architects (New Jersey)
New Jersey
$386K -$11.5K -26 -3%
CFFP
1985
Center for Financial Planning
Michigan
$386K – – –
LDB
1986
Lee, Danner & Bass
Tennessee
$386K – – –
KIG
1987
Kowal Investment Group
Wisconsin
$383K – – –
TCM
1988
Tandem Capital Management
New Jersey
$380K – – –
UBG
1989
United Bank (Georgia)
Georgia
$380K +$12.4K +28 +3%
ECA
1990
Elevated Capital Advisors
Utah
$379K +$390K +880 New
CP
1991
Covenant Partners
Tennessee
$377K – – –
TW
1992
Towerpoint Wealth
California
$377K +$73.1K +165 +23%
TP
1993
Truvvo Partners
New York
$372K – – –
AIC
1994
Archer Investment Corporation
Indiana
$371K +$382K +862 New
RFN
1995
RDA Financial Network
Iowa
$367K -$267K -603 -41%
BFS
1996
Bickling Financial Services
Massachusetts
$366K -$8.29M -18,705 -96%
WOC
1997
West Oak Capital
California
$366K +$93.5K +211 +33%
DAM
1998
Delta Asset Management
Tennessee
$364K – – –
TI
1999
Tidal Investments
Wisconsin
$362K -$6.18M -13,950 -94%
RE
2000
RBC Europe
United Kingdom
$358K +$55.8K +126 +18%
78 79
80
81 82