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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
1976
Ackerman Capital Advisors
Texas
$2.75M – – –
KSWA
1977
Kathleen S. Wright Associates
Pennsylvania
$2.75M +$57.4K +97 +2%
SRC
1978
Sage Rhino Capital
California
$2.75M – – –
TWM
1979
Tolleson Wealth Management
Texas
$2.74M – – –
DWS
1980
Discipline Wealth Solutions
South Carolina
$2.74M +$58.6K +99 +2%
LNWWM
1981
Laird Norton Wetherby Wealth Management
California
$2.74M -$87.6K -148 -3%
MPI
1982
Mairs & Power Inc
Minnesota
$2.74M -$136K -230 -5%
GJIA
1983
Glass Jacobson Investment Advisors
Maryland
$2.73M +$40.8K +69 +2%
BPC
1984
Bearing Point Capital
Minnesota
$2.73M +$2.74M +4,633 New
OWP
1985
Obermeyer Wealth Partners
Colorado
$2.72M +$40.3K +68 +1%
PCM
1986
Park Capital Management
Wisconsin
$2.72M +$2.74M +4,627 New
GWMR
1987
GC Wealth Management RIA
Massachusetts
$2.72M +$5.92K +10 +0.2%
EFG
1988
Ehrlich Financial Group
California
$2.72M +$336K +568 +14%
FA
1989
Forefront Analytics
Pennsylvania
$2.71M -$176K -298 -6%
CB
1990
Centennial Bank
Arkansas
$2.7M – – –
GCM
1991
Gallacher Capital Management
Colorado
$2.7M -$101K -170 -4%
RFG
1992
REAP Financial Group
Texas
$2.69M -$53.9K -91 -2%
PA
1993
Pineridge Advisors
Missouri
$2.69M -$11.2K -19 -0.4%
MIM
1994
Montgomery Investment Management
Maryland
$2.69M +$236K +398 +10%
MWC
1995
MBM Wealth Consultants
Missouri
$2.69M -$42.6K -72 -2%
STA
1996
Smith Thornton Advisors
Alabama
$2.68M -$37.9K -64 -1%
GIA
1997
GHP Investment Advisors
Colorado
$2.68M +$51.5K +87 +2%
MIIM
1998
Mesirow Institutional Investment Management
Illinois
$2.68M +$10.1K +17 +0.4%
APP
1999
Avantax Planning Partners
Iowa
$2.67M +$16.6K +28 +0.6%
CMP
2000
Courage Miller Partners
Virginia
$2.67M -$13K -22 -0.5%
78 79
80
81 82