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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
ACP
1976
Aviance Capital Partners
Florida
$1.74M -$181K -344 -10%
NFP
1977
Narus Financial Partners
Utah
$1.74M -$96.8K -184 -5%
FWM
1978
Fingerlakes Wealth Management
New York
$1.74M +$4.73K +9 +0.3%
EFG
1979
Everhart Financial Group
Ohio
$1.73M +$383K +729 +30%
MBI
1980
May Barnhard Investments
Maryland
$1.73M +$4.21K +8 +0.3%
FNWA
1981
Financial Network Wealth Advisors
Utah
$1.72M -$14.2K -27 -0.8%
UL
1982
Unionview LLC
Washington
$1.72M -$77.3K -147 -4%
APW
1983
Atlantic Private Wealth
North Carolina
$1.71M – – –
SWM
1984
Sugarloaf Wealth Management
Georgia
$1.71M +$41K +78 +3%
MA
1985
MKT Advisors
California
$1.71M -$3.68K -7 -0.2%
MAWA
1986
Moss Adams Wealth Advisors
Washington
$1.71M +$1.21M +2,300 +282%
CDH
1987
Charles D. Hyman
$1.7M – – –
SCA
1988
Scott Capital Advisors
Oregon
$1.7M +$4.21K +8 +0.3%
NSAM
1989
North Star Asset Management
Wisconsin
$1.69M +$155K +295 +11%
MCM
1990
McRae Capital Management
New Jersey
$1.69M +$5.26K +10 +0.3%
GKIM
1991
GW&K Investment Management
Massachusetts
$1.68M +$290K +551 +22%
BFC
1992
Blue Fin Capital
Rhode Island
$1.68M -$7.89K -15 -0.5%
GJIA
1993
Glass Jacobson Investment Advisors
Maryland
$1.68M -$783K -1,490 -33%
KAM
1994
KEB Asset Management
Illinois
$1.68M – – –
SFP
1995
Sweet Financial Partners
Minnesota
$1.67M +$4.21K +8 +0.3%
TF
1996
Theory Financial
Colorado
$1.67M +$670K +1,274 +72%
TWP
1997
Triad Wealth Partners
Kansas
$1.66M +$1.6M +3,041 New
JMFC
1998
J.M. Forbes & Co
Massachusetts
$1.65M – – –
WCAMG
1999
Woodard & Company Asset Management Group
North Carolina
$1.65M -$48.4K -92 -3%
AO
2000
Advisor OS
Illinois
$1.65M +$37.9K +72 +2%
78 79
80
81 82