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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
1976
Berger Financial Group
Minnesota
$800K -$112K -280 -13%
BF
1977
Blankinship & Foster
California
$800K -$50.9K -127 -6%
JC
1978
Jentner Corp
Ohio
$799K -$10.4K -26 -1%
RW
1979
REDW Wealth
New Mexico
$797K +$375K +935 +93%
CAAS
1980
Capital Asset Advisory Services
Michigan
$796K -$824K -2,055 -51%
H
1981
HoyleCohen
California
$792K -$69.4K -173 -8%
CFAM
1982
Coury Firm Asset Management
Pennsylvania
$788K +$34.5K +86 +5%
CWM
1983
CCG Wealth Management
California
$787K +$71.4K +178 +10%
NFSG
1984
Newbridge Financial Services Group
Florida
$786K -$31.7K -79 -4%
KCPG
1985
Kavar Capital Partners Group
Kansas
$786K -$62.1K -155 -8%
LFG
1986
Lockerman Financial Group
California
$784K +$802 +2 +0.1%
IRAG
1987
Investment Research & Advisory Group
Georgia
$783K – – –
FSA
1988
Fort Sheridan Advisors
Illinois
$780K +$32.1K +80 +4%
LWM
1989
Laidlaw Wealth Management
New York
$778K -$7.22K -18 -0.9%
MFWP
1990
Mosaic Family Wealth Partners
Missouri
$777K -$40.1K -100 -5%
SC
1991
Searle & Co
Connecticut
$776K – – –
SW
1992
SlateStone Wealth
Florida
$776K +$56.1K +140 +8%
W
1993
WealthOne
New York
$775K +$20K +50 +3%
TIA
1994
Tiemann Investment Advisors
California
$769K -$4.01K -10 -0.5%
ULWM
1995
Upper Left Wealth Management
Florida
$768K -$147K -367 -16%
EFM
1996
E Fund Management
China
$763K +$744K +1,855 New
EFMH
1997
E Fund Management (HK)
Hong Kong
$763K +$744K +1,855 New
CNFG
1998
Creegan & Nassoura Financial Group
New Hampshire
$763K – – –
VAG
1999
VisionPoint Advisory Group
Texas
$761K +$431K +1,076 +135%
BRA
2000
Biechele Royce Advisors
Indiana
$760K +$494K +1,232 +200%
78 79
80
81 82