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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
AMG
451
Asset Management Group
Connecticut
$1.65M +$643K +3,150 +58%
AAM
452
Autus Asset Management
Arizona
$1.65M +$16.9K +83 +1%
GF
453
Goodman Financial
Texas
$1.64M +$498K +2,438 +40%
NCM
454
Novare Capital Management
North Carolina
$1.63M -$47.4K -232 -3%
LA
455
LVW Advisors
New York
$1.59M +$12.7K +62 +0.8%
WPC
456
Waters Parkerson & Co
Louisiana
$1.58M +$26.3K +129 +2%
3AM
457
3D Asset Management
Connecticut
$1.57M -$74.9K -367 -4%
CCM
458
Cohen Capital Management
California
$1.56M +$7.55K +37 +0.5%
CTA
459
Chesley Taft & Associates
Illinois
$1.55M +$25.5K +125 +2%
PSI
460
Pinnacle Summer Investments
Virginia
$1.55M +$1.64M +8,059 New
PHS
461
Pekin Hardy Strauss
Illinois
$1.55M – – –
GIM
462
Goelzer Investment Management
Indiana
$1.54M -$83.3K -408 -5%
RPGK
463
Retirement Planning Group (Kansas)
Kansas
$1.53M -$20.2K -99 -1%
RPG
464
Risk Paradigm Group
Texas
$1.52M -$2.02M -9,880 -56%
BPC
465
Banque Pictet & Cie
Switzerland
$1.49M -$1.52M -7,440 -49%
SCG
466
Sonata Capital Group
Washington
$1.48M – – –
SFA
467
Sequoia Financial Advisors
Ohio
$1.45M +$141K +690 +10%
ASN
468
Advisory Services Network
Georgia
$1.43M +$387K +1,898 +34%
RG
469
Rathbones Group
United Kingdom
$1.43M +$714K +3,500 +89%
IIC
470
Ironwood Investment Counsel
Arizona
$1.42M -$38.8K -190 -3%
BWFM
471
Bridgewater Wealth & Financial Management
Maryland
$1.42M -$305K -1,494 -17%
NIC
472
Northwest Investment Counselors
Oregon
$1.4M -$89.4K -438 -6%
CT
473
Cambridge Trust
Massachusetts
$1.39M +$25.5K +125 +2%
BC
474
Bartlett & Co
Ohio
$1.39M +$35.7K +175 +2%
JWM
475
Jacobus Wealth Management
Wisconsin
$1.35M – – –
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