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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
Nomura Holdings
26
Nomura Holdings
Japan
$161M +$162M +1,000,984 New
BIM
27
BlackRock Investment Management
Delaware
$148M +$148M +916,886 New
LPL Financial
28
LPL Financial
California
$147M +$148M +911,254 New
Lazard Asset Management
29
Lazard Asset Management
New York
$141M +$142M +878,654 New
BDF
30
Balasa Dinverno & Foltz
$131M +$132M +815,156 New
AA
31
Alesco Advisors
New York
$128M +$128M +792,677 New
Bank of New York Mellon
32
Bank of New York Mellon
New York
$125M +$126M +776,272 New
U
33
UBS
Switzerland
$120M +$120M +743,750 New
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$117M +$118M +727,857 New
PP
35
Prudential plc
United Kingdom
$116M +$116M +718,566 New
Goldman Sachs
36
Goldman Sachs
New York
$113M +$113M +699,754 New
SIM
37
Sentry Investment Management
Wisconsin
$112M +$112M +693,900 New
AA
38
ALPS Advisors
Colorado
$109M +$110M +676,772 New
Manulife (Manufacturers Life Insurance)
39
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$108M +$109M +672,210 New
JIC
40
Johnson Investment Counsel
Ohio
$106M +$107M +660,931 New
QLMGAA
41
QS Legg Mason Global Asset Allocation
New York
$105M +$105M +649,582 New
Fifth Third Bancorp
42
Fifth Third Bancorp
Ohio
$98.6M +$99.2M +612,601 New
AL
43
Aspiriant LLC
California
$94.7M +$95.3M +588,587 New
Barclays
44
Barclays
United Kingdom
$90.1M +$90.7M +560,343 New
V
45
Veritable
Delaware
$89.3M +$89.9M +555,008 New
1GA
46
1st Global Advisors
Texas
$88.9M +$89.4M +552,299 New
Creative Planning
47
Creative Planning
Kansas
$84.6M +$85.2M +525,898 New
BFPW
48
BOK Financial Private Wealth
Colorado
$80M +$80.5M +496,985 New
PPA
49
Parametric Portfolio Associates
Washington
$79.8M +$80.3M +495,930 New
DCC
50
Dow Chemical Company
Michigan
$74M +$74.4M +459,412 New
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