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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
NAM
376
NTV Asset Management
West Virginia
$872K +$219K +1,301 +34%
SCM
377
Sterneck Capital Management
Missouri
$866K -$37.9K -225 -4%
CCM
378
Chinook Capital Management
Oregon
$862K – – –
MS
379
Marshall & Sullivan
Washington
$845K – – –
BOS
380
Bank of Stockton
California
$811K -$59K -350 -7%
GIM
381
Goelzer Investment Management
Indiana
$808K -$820K -4,866 -50%
TCM
382
Telos Capital Management
California
$804K +$177K +1,050 +28%
PP
383
Patten & Patten
Tennessee
$792K -$76.3K -453 -9%
WB
384
WesBanco Bank
West Virginia
$792K +$151K +898 +24%
LC
385
Lilley & Co
Michigan
$781K +$30.2K +179 +4%
CCM
386
Coldstream Capital Management
Washington
$772K +$169 +1 +0%
AC
387
Alexandria Capital
Virginia
$752K -$5.9K -35 -0.8%
WPC
388
Waters Parkerson & Co
Louisiana
$748K +$1.69K +10 +0.2%
RC
389
RegentAtlantic Capital
New Jersey
$736K -$19K -113 -3%
TSWM
390
Triangle Securities Wealth Management
North Carolina
$718K – – –
BSW
391
Buckingham Strategic Wealth
Missouri
$705K -$48.5K -288 -6%
BOTOTLSJU
392
Board of Trustees of The Leland Stanford Junior University
California
$693K -$1.02M -6,074 -60%
RG
393
Rathbones Group
United Kingdom
$683K – – –
PPCM
394
Pillar Pacific Capital Management
California
$665K -$51.4K -305 -7%
GIA
395
GHP Investment Advisors
Colorado
$651K +$1.18K +7 +0.2%
PFM
396
Parsec Financial Management
North Carolina
$647K -$31.2K -185 -5%
BHTS
397
Bar Harbor Trust Services
Maine
$645K – – –
EWA
398
Exencial Wealth Advisors
Oklahoma
$641K – – –
DC
399
Davenport & Co
Virginia
$636K +$5.06K +30 +0.8%
NFG
400
Nadler Financial Group
Illinois
$636K – – –
14 15
16
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