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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
MCWS
551
McKinley Carter Wealth Services
West Virginia
$275K -$27.7K -150 -9%
MLL
552
Moody Lynn & Lieberson
Massachusetts
$274K – – –
VHAM
553
Van Hulzen Asset Management
California
$272K – – –
WT
554
Washington Trust
Rhode Island
$270K -$1.48K -8 -0.6%
KFS
555
Kurt F. Somerville
$263K – – –
MBE
556
Michael B. Elefante
$263K – – –
BRWM
557
B. Riley Wealth Management
Tennessee
$262K +$258K +1,395 New
AIM
558
Aspen Investment Management
Michigan
$259K -$360K -1,950 -59%
MC
559
Martin & Co
Tennessee
$259K – – –
CFA
560
Capstone Financial Advisors
Illinois
$258K -$7.39K -40 -3%
FLPIM
561
F.L. Putnam Investment Management
Massachusetts
$257K – – –
VKH
562
Virtu KCG Holdings
New York
$255K -$3.38M -18,314 -93%
TCOT
563
Trust Company of Toledo
Ohio
$252K – – –
SAM
564
Solaris Asset Management
New York
$252K +$184K +995 +290%
BKBG
565
BHF Kleinwort Benson Group
Belgium
$245K +$240K +1,300 New
WA
566
Winfield Associates
Ohio
$243K -$39.9K -216 -14%
JG
567
Jefferies Group
New York
$243K -$22.2K -120 -8%
TC
568
Telemus Capital
Michigan
$243K +$17.5K +95 +8%
BG
569
Bahl & Gaynor
Ohio
$242K +$238K +1,287 New
PO
570
Private Ocean
California
$241K -$98.6K -534 -29%
KIA
571
King Investment Advisors
Texas
$238K -$98.6K -534 -30%
CASB
572
Cape Ann Savings Bank
Massachusetts
$234K – – –
EWM
573
Empirical Wealth Management
Washington
$234K +$230K +1,246 New
NES
574
New England Securities
New York
$233K +$89.7K +486 +64%
CNBT
575
Canandaigua National Bank & Trust
New York
$233K +$229K +1,240 New
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