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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
FSC
376
Fiduciary Services Corp
Georgia
$1.63M +$28.6K +155 +2%
ICAS
377
Investors Capital Advisory Services
Massachusetts
$1.61M -$44.5K -241 -3%
PHS
378
Pekin Hardy Strauss
Illinois
$1.6M – – –
TCM
379
Tuttle Capital Management
Connecticut
$1.59M +$1.56M +8,447 New
RCWMU
380
Rothschild & Co Wealth Management (UK)
United Kingdom
$1.56M +$1.53M +8,309 New
PSI
381
Pinnacle Summer Investments
Virginia
$1.53M -$7.2K -39 -0.5%
1IA
382
1834 Investment Advisors
Wisconsin
$1.52M +$208K +1,124 +16%
BAM
383
Boyar Asset Management
New York
$1.49M +$406K +2,201 +39%
OCG
384
Opus Capital Group
Ohio
$1.48M – – –
CCM
385
Cohen Capital Management
California
$1.44M – – –
HCC
386
Hirtle Callaghan & Co
Pennsylvania
$1.43M – – –
GA
387
Geneva Advisors
Illinois
$1.4M -$17.9K -97 -1%
AWS
388
Aris Wealth Services
Pennsylvania
$1.37M +$1.35M +7,293 New
SCP
389
Syntal Capital Partners
Texas
$1.37M +$1.35M +7,290 New
TCM
390
Telos Capital Management
California
$1.37M +$290K +1,570 +28%
WI
391
Wedgewood Investors
Pennsylvania
$1.32M – – –
JWM
392
Jacobus Wealth Management
Wisconsin
$1.3M – – –
RCM
393
Rotella Capital Management
Washington
$1.28M +$923K +5,000 +278%
SYBT
394
Stock Yards Bank & Trust
Kentucky
$1.28M +$48.2K +261 +4%
GIM
395
Goelzer Investment Management
Indiana
$1.27M -$268K -1,452 -18%
LFG
396
LifePlan Financial Group
Ohio
$1.27M -$859K -4,652 -41%
DC
397
Davenport & Co
Virginia
$1.27M +$18.5K +100 +2%
WRM
398
Westport Resources Management
Connecticut
$1.26M +$87.9K +476 +8%
VNIM
399
Vaughan Nelson Investment Management
Texas
$1.25M +$1.23M +6,635 New
SFA
400
Sequoia Financial Advisors
Ohio
$1.24M – – –
14 15
16
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