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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
ALA
451
Atherton Lane Advisers
California
$961K +$134K +675 +16%
GAM
452
Gemmer Asset Management
California
$959K +$46K +231 +5%
SAM
453
Summit Asset Management
Tennessee
$949K -$16.7K -84 -2%
WPC
454
Waters Parkerson & Co
Louisiana
$932K +$7.96K +40 +0.9%
AMM
455
American Money Management
California
$930K +$16.5K +83 +2%
CL
456
CIM LLC
New York
$930K -$19.5K -98 -2%
RC
457
RegentAtlantic Capital
New Jersey
$929K -$21.5K -108 -2%
BBPWM
458
Blue Bell Private Wealth Management
Pennsylvania
$923K -$119K -600 -11%
TSWM
459
Triangle Securities Wealth Management
North Carolina
$907K +$64.7K +325 +8%
MPI
460
Mairs & Power Inc
Minnesota
$907K +$213K +1,070 +31%
KWILP
461
Kiwi Wealth Investments Limited Partnership
New Zealand
$906K – – –
BAS
462
Brown Advisory Securities
Maryland
$890K +$235K +1,182 +36%
NPIT
463
National Penn Investors Trust
Pennsylvania
$845K -$207K -1,042 -20%
BOTW
464
Bank of the West
California
$826K -$58.9K -296 -7%
KA
465
Kovack Advisors
Florida
$815K +$38.8K +195 +5%
ACP
466
Aviance Capital Partners
Florida
$815K +$231K +1,159 +39%
UR
467
USCA RIA
Texas
$814K +$59.3K +298 +8%
PC
468
Peavine Capital
Nevada
$812K +$6.96K +35 +0.9%
TCOV
469
Trust Company of Vermont
Vermont
$811K +$40.8K +205 +5%
PFM
470
Parsec Financial Management
North Carolina
$798K +$34.2K +172 +4%
RG
471
Rathbones Group
United Kingdom
$780K – – –
GIA
472
GHP Investment Advisors
Colorado
$767K +$20.5K +103 +3%
AC
473
Alexandria Capital
Virginia
$757K -$20.9K -105 -3%
BHTS
474
Bar Harbor Trust Services
Maine
$753K -$19.9K -100 -3%
EK
475
Evensky & Katz
Florida
$750K +$227K +1,140 +43%
17 18
19
20 21