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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
551
Telemus Capital
Michigan
$1.22M +$539K +2,610 +78%
PRA
552
Parametric Risk Advisors
Connecticut
$1.22M -$16.1K -78 -1%
RCWMU
553
Rothschild & Co Wealth Management (UK)
United Kingdom
$1.22M – – –
BCMO
554
Buckingham Capital Management (Ohio)
Ohio
$1.2M -$141K -682 -10%
UFA
555
US Financial Advisors
Massachusetts
$1.19M +$748K +3,623 +165%
JIC
556
Joel Isaacson & Co
New York
$1.19M +$63.6K +308 +6%
SDWMA
557
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.18M +$1.19M +5,777 New
HFS
558
Haverford Financial Services
Pennsylvania
$1.18M +$1.19M +5,756 New
CCT
559
Chemung Canal Trust
New York
$1.17M -$91.3K -442 -7%
BJ
560
Brouwer & Janachowski
California
$1.16M +$1.17M +5,680 New
TCOV
561
Trust Company of Vermont
Vermont
$1.16M +$48.5K +235 +4%
AUB
562
Atlantic Union Bankshares
Virginia
$1.16M +$1.16M +5,639 New
IAM
563
Impax Asset Management
New Hampshire
$1.15M -$1.65M -7,981 -59%
PGFC
564
Peapack-Gladstone Financial Corp
New Jersey
$1.15M – – –
QA
565
Quantitative Advantage
Minnesota
$1.15M -$256K -1,241 -18%
MPI
566
Mairs & Power Inc
Minnesota
$1.13M – – –
HWM
567
Heartwood Wealth Management
United Kingdom
$1.12M +$1.13M +5,464 New
MI
568
Montage Investments
Kansas
$1.1M +$1.11M +5,375 New
RC
569
RegentAtlantic Capital
New Jersey
$1.09M -$145K -704 -12%
CG
570
Colony Group
Massachusetts
$1.09M -$181K -878 -14%
OC
571
Oakworth Capital
Alabama
$1.07M +$1.08M +5,225 New
NPIT
572
National Penn Investors Trust
Pennsylvania
$1.07M – – –
MG
573
McCutchen Group
Washington
$1.06M -$93K -450 -8%
SWP
574
Stratos Wealth Partners
Ohio
$1.06M +$277K +1,343 +35%
SHCM
575
Stokes & Hubbell Capital Management
Louisiana
$1.05M +$148K +715 +16%
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