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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CNC
426
Citizens & Northern Corp
Pennsylvania
$915K +$878K +4,931 New
PTC
427
Private Trust Company
Ohio
$909K -$247K -1,387 -22%
GP
428
Girard Partners
Pennsylvania
$908K +$870K +4,889 New
BOS
429
Bank of Stockton
California
$891K – – –
CDIA
430
Capital Directions Investment Advisors
Georgia
$873K -$98.8K -555 -11%
CCM
431
Coldstream Capital Management
Washington
$858K +$8.9K +50 +1%
AMM
432
American Money Management
California
$854K +$819K +4,601 New
KWILP
433
Kiwi Wealth Investments Limited Partnership
New Zealand
$848K +$813K +4,570 New
WPC
434
Waters Parkerson & Co
Louisiana
$840K +$16.2K +91 +2%
LWCFA
435
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$835K +$797K +4,480 +22,400%
AC
436
Alexandria Capital
Virginia
$827K – – –
PP
437
Patten & Patten
Tennessee
$807K -$61.8K -347 -7%
PC
438
Peavine Capital
Nevada
$804K +$771K +4,331 New
BBPWM
439
Blue Bell Private Wealth Management
Pennsylvania
$790K -$401K -2,250 -35%
TSWM
440
Triangle Securities Wealth Management
North Carolina
$789K – – –
RC
441
RegentAtlantic Capital
New Jersey
$787K -$21K -118 -3%
CWM
442
Calamos Wealth Management
Illinois
$776K +$744K +4,181 New
JWA
443
JFS Wealth Advisors
Pennsylvania
$728K +$89.9K +505 +15%
PFM
444
Parsec Financial Management
North Carolina
$726K +$13.7K +77 +2%
GIA
445
GHP Investment Advisors
Colorado
$716K +$534 +3 +0.1%
BHTS
446
Bar Harbor Trust Services
Maine
$709K – – –
NFG
447
Nadler Financial Group
Illinois
$700K – – –
CA
448
Capital Advantage
California
$700K +$671K +3,772 New
PPCM
449
Pillar Pacific Capital Management
California
$693K -$37K -208 -5%
SBH
450
Segall Bryant & Hamill
Illinois
$693K +$16K +90 +2%
16 17
18
19 20