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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
451
LVW Advisors
New York
$1.69M +$586K +2,817 +53%
ACM
452
Acertus Capital Management
New Jersey
$1.68M -$817K -3,928 -33%
MG
453
MDE Group
New Jersey
$1.68M -$817K -3,928 -33%
PSI
454
Pinnacle Summer Investments
Virginia
$1.68M +$14.3K +69 +0.9%
CCM
455
Cohen Capital Management
California
$1.67M +$7.07K +34 +0.4%
RJT
456
Raymond James Trust
Florida
$1.64M +$567K +2,729 +53%
NIC
457
Northwest Investment Counselors
Oregon
$1.61M -$19.7K -95 -1%
GIM
458
Goelzer Investment Management
Indiana
$1.61M +$13.3K +64 +0.8%
BCMO
459
Buckingham Capital Management (Ohio)
Ohio
$1.6M -$93.7K -451 -6%
IWA
460
Inspirion Wealth Advisors
Illinois
$1.6M +$417K +2,006 +35%
SCG
461
Sonata Capital Group
Washington
$1.59M – – –
IIC
462
Ironwood Investment Counsel
Arizona
$1.58M -$219K -1,055 -12%
WPC
463
Waters Parkerson & Co
Louisiana
$1.58M +$104K +499 +7%
DC
464
Davenport & Co
Virginia
$1.58M +$36.2K +174 +2%
CTA
465
Chesley Taft & Associates
Illinois
$1.57M +$371K +1,785 +31%
WP
466
WealthPLAN Partners
Nebraska
$1.56M +$1.57M +7,570 New
BC
467
Bartlett & Co
Ohio
$1.56M +$348K +1,675 +29%
CT
468
Cambridge Trust
Massachusetts
$1.49M -$5.82K -28 -0.4%
DBT
469
Dubuque Bank & Trust
Iowa
$1.49M – – –
JWM
470
Jacobus Wealth Management
Wisconsin
$1.46M – – –
KIG
471
Kovitz Investment Group
Illinois
$1.45M +$980K +4,715 +211%
SFA
472
Sequoia Financial Advisors
Ohio
$1.42M +$23.7K +114 +2%
GW
473
GW & Wade
Massachusetts
$1.38M -$940K -4,522 -40%
WRM
474
Westport Resources Management
Connecticut
$1.38M +$6.24K +30 +0.5%
PRA
475
Parametric Risk Advisors
Connecticut
$1.36M – – –
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19
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