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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
VT
1976
Vise Technologies
New York
$803K +$488K +1,217 +165%
BA
1977
Bridge Advisory
California
$802K +$2.41K +6 +0.3%
BFG
1978
Berger Financial Group
Minnesota
$800K -$112K -280 -13%
BF
1979
Blankinship & Foster
California
$800K -$50.9K -127 -6%
JC
1980
Jentner Corp
Ohio
$799K -$10.4K -26 -1%
RW
1981
REDW Wealth
New Mexico
$797K +$375K +935 +93%
CAAS
1982
Capital Asset Advisory Services
Michigan
$796K -$824K -2,055 -51%
H
1983
HoyleCohen
California
$792K -$69.4K -173 -8%
CFAM
1984
Coury Firm Asset Management
Pennsylvania
$788K +$34.5K +86 +5%
CWM
1985
CCG Wealth Management
California
$787K +$71.4K +178 +10%
NFSG
1986
Newbridge Financial Services Group
Florida
$786K -$31.7K -79 -4%
KCPG
1987
Kavar Capital Partners Group
Kansas
$786K -$62.1K -155 -8%
LFG
1988
Lockerman Financial Group
California
$784K +$802 +2 +0.1%
IRAG
1989
Investment Research & Advisory Group
Georgia
$783K – – –
FSA
1990
Fort Sheridan Advisors
Illinois
$780K +$32.1K +80 +4%
LWM
1991
Laidlaw Wealth Management
New York
$778K -$7.22K -18 -0.9%
MFWP
1992
Mosaic Family Wealth Partners
Missouri
$777K -$40.1K -100 -5%
SC
1993
Searle & Co
Connecticut
$776K – – –
SW
1994
SlateStone Wealth
Florida
$776K +$56.1K +140 +8%
W
1995
WealthOne
New York
$775K +$20K +50 +3%
TIA
1996
Tiemann Investment Advisors
California
$769K -$4.01K -10 -0.5%
ULWM
1997
Upper Left Wealth Management
Florida
$768K -$147K -367 -16%
EFM
1998
E Fund Management
China
$763K +$744K +1,855 New
EFMH
1999
E Fund Management (HK)
Hong Kong
$763K +$744K +1,855 New
CNFG
2000
Creegan & Nassoura Financial Group
New Hampshire
$763K – – –
78 79
80
81 82