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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
JG
551
Jefferies Group
New York
$263K -$216K -1,211 -46%
CFA
552
Capstone Financial Advisors
Illinois
$262K +$251K +1,412 New
PAS
553
Partnervest Advisory Services
California
$261K +$20.3K +114 +9%
KFS
554
Kurt F. Somerville
$260K – – –
MBE
555
Michael B. Elefante
$260K – – –
WA
556
Waverly Advisors
Alabama
$258K +$1.25K +7 +0.5%
FWP
557
FAS Wealth Partners
Kansas
$256K +$245K +1,379 New
MC
558
Martin & Co
Tennessee
$255K -$13.3K -75 -5%
FLPIM
559
F.L. Putnam Investment Management
Massachusetts
$254K -$3.56K -20 -1%
FANJ
560
Financial Architects (New Jersey)
New Jersey
$252K +$242K +1,359 New
EVM
561
Eaton Vance Management
Massachusetts
$251K +$178 +1 +0.1%
TCOT
562
Trust Company of Toledo
Ohio
$249K +$239K +1,340 New
DDPIC
563
Deroy & Devereaux Private Investment Counsel
Michigan
$246K – – –
HRIA
564
Haberer Registered Investment Advisor
Ohio
$242K – – –
FBNAT
565
FirstMerit Bank N.A. Trustee
Ohio
$242K +$232K +1,303 New
WGCA
566
Wolf Group Capital Advisors
Virginia
$240K +$230K +1,292 New
FCB
567
First Citizens Bancorporation
South Carolina
$236K -$6.23K -35 -3%
CASB
568
Cape Ann Savings Bank
Massachusetts
$231K – – –
MM
569
Main Management
California
$226K – – –
BFO
570
Boston Family Office
Massachusetts
$225K – – –
BC
571
Barnett & Company
Tennessee
$224K +$215K +1,208 New
BCM
572
Birmingham Capital Management
Alabama
$223K -$28.5K -160 -12%
TC
573
Telemus Capital
Michigan
$222K -$3.56K -20 -2%
BFA
574
Bragg Financial Advisors
North Carolina
$222K +$213K +1,194 New
MIP
575
Marietta Investment Partners
Wisconsin
$221K -$16K -90 -7%
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