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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
WCWM
351
Wooster Corthell Wealth Management
Connecticut
$3.19M -$175K -825 -5%
RWA
352
Ropes Wealth Advisors
Massachusetts
$3.15M +$102K +480 +3%
BPC
353
Banque Pictet & Cie
Switzerland
$3.14M -$216K -1,020 -6%
ICOA
354
Investment Centers of America
North Dakota
$3.14M -$780K -3,686 -20%
PIM
355
Provident Investment Management
Michigan
$3.12M +$553K +2,613 +21%
AA
356
Ancora Advisors
Ohio
$3.11M +$3.18M +15,000 New
GC
357
Gratus Capital
Georgia
$3.1M -$597K -2,821 -16%
BCM
358
Beck Capital Management
Texas
$3.05M +$335K +1,583 +12%
WWM
359
Willingdon Wealth Management
North Carolina
$3.04M -$554K -2,618 -15%
DG
360
Davidson & Garrard
Virginia
$3.03M -$8.26K -39 -0.3%
NEAM
361
New England Asset Management
Connecticut
$3.03M – – –
SCA
362
Samson Capital Advisors
New York
$3.01M -$2.12K -10 -0.1%
VNIM
363
Vaughan Nelson Investment Management
Texas
$3M -$370K -1,750 -11%
PTC
364
Private Trust Company
Ohio
$2.99M -$102K -484 -3%
SYBT
365
Stock Yards Bank & Trust
Kentucky
$2.98M +$54.4K +257 +2%
HI
366
Horizon Investments
North Carolina
$2.97M +$251K +1,186 +9%
OCM
367
Oakwood Capital Management
California
$2.94M +$2.49M +11,742 +477%
GF
368
Gerstein Fisher
New York
$2.92M – – –
MTWSIF
369
Mivtachim The Workers Social Insurance Fund
Israel
$2.91M – – –
FFS
370
Founders Financial Securities
Maryland
$2.9M +$176K +829 +6%
FCI
371
Financial Counselors Inc
Kansas
$2.9M +$42.8K +202 +1%
CCM
372
Condor Capital Management
New Jersey
$2.89M +$239K +1,127 +9%
CAL
373
Capital Analysts LLC
Pennsylvania
$2.89M +$152K +720 +5%
DT
374
Diversified Trust
Tennessee
$2.88M – – –
BO
375
BRR OpCo
Ohio
$2.87M -$113K -535 -4%
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