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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
SVWAG
1976
Sound View Wealth Advisors Group
Georgia
$817K -$6.91K -15 -0.9%
BMC
1977
Benin Management Corp
Connecticut
$816K -$5.99K -13 -0.8%
FSG
1978
Financial Strategies Group
Michigan
$816K +$15.2K +33 +2%
AWC
1979
Adamsbrown Wealth Consultants
Kansas
$816K +$788K +1,710 New
CWA
1980
Clearview Wealth Advisors
Oregon
$814K -$7.83K -17 -1%
DHFB
1981
Dixon Hubard Feinour & Brown
Virginia
$814K +$787K +1,707 New
RF
1982
Rollins Financial
Georgia
$811K +$784K +1,701 New
NL
1983
Navalign LLC
California
$808K -$40.1K -87 -5%
FAT
1984
First American Trust
California
$806K – – –
ME
1985
McIlrath & Eck
Washington
$795K +$5.53K +12 +0.7%
SQA
1986
Simon Quick Advisors
New Jersey
$793K -$472K -1,025 -38%
APWA
1987
Atlas Private Wealth Advisors
New Jersey
$793K +$207K +449 +37%
JBA
1988
Johnson Bixby & Associates
Washington
$791K – – –
WIA
1989
Westbourne Investment Advisors
Maryland
$791K – – –
BRA
1990
Biechele Royce Advisors
Indiana
$789K – – –
SWK
1991
Stephen W. Kidder
$787K -$9.22K -20 -1%
SW
1992
SkyOak Wealth
Michigan
$787K – – –
HFAS
1993
Hummer Financial Advisory Services
Illinois
$785K – – –
WWM
1994
WT Wealth Management
Arizona
$785K +$55.8K +121 +8%
AW
1995
Avion Wealth
Texas
$784K – – –
PT
1996
Plimoth Trust
Massachusetts
$783K +$39.6K +86 +6%
FFG
1997
Frisch Financial Group
New York
$782K +$186K +403 +32%
CS
1998
Cannell & Spears
New York
$775K – – –
IRAG
1999
Investment Research & Advisory Group
Georgia
$770K -$11.5K -25 -2%
MHB
2000
Midwest Heritage Bank
Iowa
$770K +$744K +1,615 New
78 79
80
81 82