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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
EFG
1976
Embree Financial Group
Illinois
$1.6M +$320K +639 +27%
SFP
1977
Sweet Financial Partners
Minnesota
$1.6M +$4.5K +9 +0.3%
SWM
1978
Sugarloaf Wealth Management
Georgia
$1.6M +$234K +467 +18%
FEM
1979
Fulcrum Equity Management
Texas
$1.6M -$76.1K -152 -5%
FAM
1980
Family Asset Management
South Carolina
$1.6M -$2K -4 -0.1%
CP
1981
Canopy Partners
Ohio
$1.59M -$832K -1,662 -35%
JMFC
1982
J.M. Forbes & Co
Massachusetts
$1.59M +$185K +370 +14%
TLA
1983
Tanglewood Legacy Advisors
Texas
$1.59M +$364K +727 +32%
SCM
1984
Sebold Capital Management
Illinois
$1.58M -$15K -30 -1%
MA
1985
MKT Advisors
California
$1.58M -$233K -465 -13%
SCA
1986
Scott Capital Advisors
Oregon
$1.58M +$4K +8 +0.3%
AWA
1987
Arbor Wealth Advisors
Michigan
$1.58M +$5K +10 +0.3%
RA
1988
Riversedge Advisors
Delaware
$1.57M -$10.5K -21 -0.7%
FWM
1989
Forza Wealth Management
Florida
$1.57M -$70.1K -140 -4%
KWM
1990
KFG Wealth Management
Indiana
$1.57M +$1.28M +2,561 +601%
PL
1991
Parthenon LLC
Kentucky
$1.56M -$62K -124 -4%
GAM
1992
Griffin Asset Management
New York
$1.56M +$23.5K +47 +2%
JWWM
1993
Johnson & White Wealth Management
Pennsylvania
$1.55M +$153K +305 +12%
GHA
1994
GW Henssler & Associates
Georgia
$1.55M -$64.5K -129 -4%
CAI
1995
Capital Advisors Inc
Oklahoma
$1.55M +$362K +724 +32%
PCMC
1996
Private Capital Management (Colorado)
Colorado
$1.55M +$226K +452 +18%
GAM
1997
GEM Asset Management
Michigan
$1.55M +$67K +134 +5%
KFS
1998
Kurt F. Somerville
$1.55M -$539K -1,077 -27%
AO
1999
Advisor OS
Illinois
$1.55M -$22.5K -45 -2%
PTC
2000
Philadelphia Trust Company
Pennsylvania
$1.54M – – –
78 79
80
81 82