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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
OWMIAS
1976
One Wealth Management Investment & Advisory Services
Florida
$2.79M -$117K -204 -4%
LC
1977
Lincoln Capital
Nebraska
$2.79M +$4.02K +7 +0.2%
GIA
1978
GHP Investment Advisors
Colorado
$2.78M -$87.8K -153 -3%
RSF
1979
Rik Saylor Financial
Ohio
$2.78M -$3.44K -6 -0.1%
TF
1980
Tudor Financial
Ohio
$2.78M +$72.9K +127 +3%
PA
1981
Pineridge Advisors
Missouri
$2.78M +$29.9K +52 +1%
CAM
1982
Clark Asset Management
New Hampshire
$2.77M +$57.4K +100 +2%
TFA
1983
Tobias Financial Advisors
Florida
$2.77M +$1.99M +3,472 +352%
FDCP
1984
Foster Dykema Cabot & Partners
Massachusetts
$2.77M – – –
WAG
1985
Wallace Advisory Group
California
$2.77M -$128K -223 -4%
GCM
1986
Gallacher Capital Management
Colorado
$2.76M -$94.7K -165 -4%
PA
1987
Procyon Advisors
Connecticut
$2.76M -$506K -882 -17%
FCM
1988
Firestone Capital Management
Florida
$2.76M +$35K +61 +1%
UCMOK
1989
United Capital Management of KS
Kansas
$2.75M -$98.2K -171 -4%
CCA
1990
Clearwater Capital Advisors
Illinois
$2.75M +$315K +548 +14%
LWANC
1991
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.75M +$47.7K +83 +2%
FA
1992
Forefront Analytics
Pennsylvania
$2.74M -$93K -162 -4%
BMO
1993
Beck Mack & Oliver
New York
$2.74M – – –
PCMH
1994
Polymer Capital Management (HK)
Hong Kong
$2.73M – – –
SHF
1995
Stage Harbor Financial
Massachusetts
$2.73M -$1.23M -2,145 -33%
HAS
1996
HBW Advisory Services
California
$2.73M +$542K +944 +27%
GIA
1997
Goodwin Investment Advisory
Georgia
$2.73M -$25.3K -44 -1%
EAM
1998
Empirical Asset Management
Massachusetts
$2.73M -$45.4K -79 -2%
SWM
1999
Sculati Wealth Management
Michigan
$2.73M +$2.52M +4,390 New
HF
2000
HRT Financial
New York
$2.72M +$2.51M +4,375 New
78 79
80
81 82