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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
SHWM
526
Smith & Howard Wealth Management
Georgia
$98K – – –
RFS
527
Rockefeller Financial Services
New York
$97K +$96.7K +574 New
S
528
SignatureFD
Georgia
$89K +$31K +184 +53%
WC
529
Whitnell & Co
Illinois
$82K – – –
QAM
530
QCI Asset Management
New York
$81K -$6.74K -40 -8%
TF
531
Tompkins Financial
New York
$80K – – –
WCM
532
Windsor Capital Management
Arizona
$58K – – –
AFC
533
AFT Forsyth & Company
Florida
$55K – – –
SAM
534
Solaris Asset Management
New York
$54K -$15.5K -92 -22%
VCM
535
Vigilant Capital Management
Maine
$51K – – –
BOK
536
Bank of Kentucky
Kentucky
$51K +$50.6K +300 New
HDIM
537
Hanson & Doremus Investment Management
Vermont
$42K – – –
MCM
538
Manchester Capital Management
Vermont
$41K – – –
FCT
539
Family Capital Trust
Massachusetts
$40K – – –
BFEC
540
Benjamin F. Edwards & Company
Missouri
$37K – – –
PVH
541
Psagot Value Holdings
Israel
$31K -$24.9K -148 -44%
FM
542
Forward Management
California
$30K – – –
MAM
543
Mizuho Asset Management
Japan
$30K +$30.2K +179 New
MIM
544
Macroview Investment Management
Maryland
$30K +$30.3K +180 New
TAIM
545
TD Ameritrade Investment Management
Nebraska
$24K +$24.3K +144 New
LIA
546
LS Investment Advisors
Michigan
$23K -$4.21K -25 -16%
EMA
547
Efficient Market Advisors
California
$20K – – –
IA
548
IndexIQ Advisors
New York
$14K -$6.74K -40 -33%
HHGA
549
Halbert Hargrove Global Advisors
California
$13K – – –
BWFA
550
Baltimore-Washington Financial Advisors
Maryland
$10K – – –
20 21
22
23 24