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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
SNT
551
Security National Trust
West Virginia
$746K – – –
CGH
552
Cleary Gull Holdings
Wisconsin
$746K +$51K +250 +7%
VAM
553
Visionary Asset Management
Texas
$741K -$239K -1,173 -23%
SWP
554
Stratos Wealth Partners
Ohio
$739K -$117K -572 -13%
AEPG
555
American Economic Planning Group
New Jersey
$735K -$816 -4 -0.1%
EWM
556
Evermay Wealth Management
Virginia
$734K +$233K +1,140 +43%
FPCG
557
Fort Pitt Capital Group
Pennsylvania
$732K +$612 +3 +0.1%
S
558
SignatureFD
Georgia
$727K +$196K +958 +34%
KA
559
Kovack Advisors
Florida
$726K -$18K -88 -2%
NFG
560
Nadler Financial Group
Illinois
$726K – – –
PPCM
561
Pillar Pacific Capital Management
California
$725K +$5.1K +25 +0.7%
CAM
562
Concorde Asset Management
Michigan
$723K +$37.8K +185 +5%
TNB
563
Thomasville National Bank
Georgia
$721K +$33.1K +162 +5%
FF
564
Friedenthal Financial
New Jersey
$718K -$240K -1,178 -24%
JIR
565
James Investment Research
Ohio
$710K – – –
PL
566
Parthenon LLC
Kentucky
$706K – – –
SWM
567
SVA Wealth Management
Wisconsin
$704K – – –
CFB
568
Cullen/Frost Bankers
Texas
$680K – – –
CD
569
Carl Domino
Florida
$673K +$78.4K +384 +12%
HL
570
HeadInvest LLC
Maine
$663K +$129K +631 +22%
SFSG
571
Stearns Financial Services Group
North Carolina
$661K -$612 -3 -0.1%
EK
572
Evensky & Katz
Florida
$651K -$8.16K -40 -1%
BHTS
573
Bar Harbor Trust Services
Maine
$649K -$78.6K -385 -10%
TC
574
Telemus Capital
Michigan
$647K +$50K +245 +8%
CLOS
575
Compagnie Lombard Odier SCmA
Switzerland
$645K -$196K -960 -22%
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