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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
1976
Kolinsky Wealth Management
New Jersey
$1.6M +$672K +1,344 +79%
RB
1977
Renasant Bank
Mississippi
$1.6M -$3.5K -7 -0.2%
EFG
1978
Embree Financial Group
Illinois
$1.6M +$320K +639 +27%
SFP
1979
Sweet Financial Partners
Minnesota
$1.6M +$4.5K +9 +0.3%
SWM
1980
Sugarloaf Wealth Management
Georgia
$1.6M +$234K +467 +18%
FEM
1981
Fulcrum Equity Management
Texas
$1.6M -$76.1K -152 -5%
FAM
1982
Family Asset Management
South Carolina
$1.6M -$2K -4 -0.1%
CP
1983
Canopy Partners
Ohio
$1.59M -$832K -1,662 -35%
JMFC
1984
J.M. Forbes & Co
Massachusetts
$1.59M +$185K +370 +14%
TLA
1985
Tanglewood Legacy Advisors
Texas
$1.59M +$364K +727 +32%
SCM
1986
Sebold Capital Management
Illinois
$1.58M -$15K -30 -1%
MA
1987
MKT Advisors
California
$1.58M -$233K -465 -13%
SCA
1988
Scott Capital Advisors
Oregon
$1.58M +$4K +8 +0.3%
AWA
1989
Arbor Wealth Advisors
Michigan
$1.58M +$5K +10 +0.3%
RA
1990
Riversedge Advisors
Delaware
$1.57M -$10.5K -21 -0.7%
FWM
1991
Forza Wealth Management
Florida
$1.57M -$70.1K -140 -4%
KWM
1992
KFG Wealth Management
Indiana
$1.57M +$1.28M +2,561 +601%
PL
1993
Parthenon LLC
Kentucky
$1.56M -$62K -124 -4%
GAM
1994
Griffin Asset Management
New York
$1.56M +$23.5K +47 +2%
JWWM
1995
Johnson & White Wealth Management
Pennsylvania
$1.55M +$153K +305 +12%
GHA
1996
GW Henssler & Associates
Georgia
$1.55M -$64.5K -129 -4%
CAI
1997
Capital Advisors Inc
Oklahoma
$1.55M +$362K +724 +32%
PCMC
1998
Private Capital Management (Colorado)
Colorado
$1.55M +$226K +452 +18%
GAM
1999
GEM Asset Management
Michigan
$1.55M +$67K +134 +5%
KFS
2000
Kurt F. Somerville
$1.55M -$539K -1,077 -27%
78 79
80
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