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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1976
Affinity Wealth Management
Delaware
$836K – – –
RAM
1977
Redmond Asset Management
Virginia
$830K +$69.5K +180 +9%
FWM
1978
Focused Wealth Management
New York
$829K +$5.4K +14 +0.7%
NWMG
1979
National Wealth Management Group
Ohio
$826K +$353K +916 +74%
TCM
1980
Triumph Capital Management
Colorado
$823K -$2.06M -5,336 -71%
FIM
1981
Freedom Investment Management
Connecticut
$823K +$827K +2,143 New
HC
1982
Hamilton Capital
Ohio
$818K +$44.4K +115 +6%
AIS
1983
American Investment Services
Massachusetts
$817K -$3.09K -8 -0.4%
ODG
1984
O'Dell Group
Ohio
$817K +$4.63K +12 +0.6%
EGWAG
1985
Elwood & Goetz Wealth Advisory Group
Georgia
$813K -$9.65K -25 -1%
FCP
1986
Fidelis Capital Partners
Florida
$809K +$801K +2,076 New
LC
1987
LCNB Corp
Ohio
$807K -$21.2K -55 -3%
H
1988
HoyleCohen
California
$807K -$11.2K -29 -1%
YC
1989
Yarbrough Capital
Tennessee
$806K – – –
JE
1990
JMAC Enterprises
Pennsylvania
$802K +$69.5K +180 +9%
FWA
1991
Freedom Wealth Alliance
Wisconsin
$800K +$803K +2,082 New
SAA
1992
Southeast Asset Advisors
Georgia
$798K -$165K -428 -17%
BF
1993
Blankinship & Foster
California
$796K +$122K +315 +18%
KCPG
1994
Kavar Capital Partners Group
Kansas
$794K +$429K +1,112 +117%
MRWM
1995
ML&R Wealth Management
Texas
$791K +$526K +1,363 +196%
WTA
1996
Washington Trust Advisors
Massachusetts
$790K -$701K -1,817 -47%
RWA
1997
Roberts Wealth Advisors
California
$789K +$6.17K +16 +0.8%
TAM
1998
Timucuan Asset Management
Florida
$786K +$789K +2,045 New
FNB
1999
Farmers National Bank
Kentucky
$781K +$7.72K +20 +1%
CCA
2000
Checchi Capital Advisers
California
$778K – – –
78 79
80
81 82