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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CMBA
1976
C.M. Bidwell & Associates
Hawaii
$614K -$1.3M -3,150 -66%
JBA
1977
Johnson Bixby & Associates
Washington
$612K – – –
LBA
1978
Lowell Blake & Associates
Massachusetts
$612K – – –
MHB
1979
Midwest Heritage Bank
Iowa
$612K – – –
CA
1980
Carson Advisory
Georgia
$611K +$11.9K +29 +2%
MFG
1981
Monte Financial Group
Connecticut
$610K -$1.65K -4 -0.2%
MFS
1982
Madrona Financial Services
Washington
$610K – – –
AWC
1983
Adamsbrown Wealth Consultants
Kansas
$609K -$99.1K -241 -13%
AIM
1984
Axiom Investment Management
New York
$607K – – –
LPP
1985
Life Planning Partners
Florida
$605K – – –
RF
1986
Rollins Financial
Georgia
$604K -$277K -674 -30%
GWANC
1987
Guardian Wealth Advisors (North Carolina)
North Carolina
$604K +$194K +472 +42%
LA
1988
LVW Advisors
New York
$603K -$8.94M -21,745 -93%
CGH
1989
Crossmark Global Holdings
Texas
$602K – – –
CAM
1990
Close Asset Management
United Kingdom
$597K -$112K -273 -15%
MHWM
1991
Montz Harcus Wealth Management
Louisiana
$597K +$2.47K +6 +0.4%
SL
1992
Summitry LLC
California
$596K +$411 +1 +0.1%
IPW
1993
Inlet Private Wealth
Florida
$595K – – –
OIM
1994
Opus Investment Management
Massachusetts
$591K – – –
CPP
1995
Capasso Planning Partners
South Carolina
$591K +$368K +895 +135%
HWM
1996
Horizons Wealth Management
North Carolina
$590K +$565K +1,373 New
RCG
1997
Rock Creek Group
District of Columbia
$587K -$98.3K -239 -13%
WIA
1998
Westbourne Investment Advisors
Maryland
$587K -$45.2K -110 -7%
TFA
1999
TPG Financial Advisors
Oregon
$587K – – –
LMKC
2000
L.M. Kohn & Company
Ohio
$585K +$26.3K +64 +4%
78 79
80
81 82