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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
SWK
576
Stephen W. Kidder
$1.05M – – –
AMM
577
American Money Management
California
$1.05M +$49.4K +239 +5%
NFG
578
Next Financial Group
Texas
$1.04M -$163K -789 -13%
FMBTD
579
First Midwest Bank Trust Division
Illinois
$1.04M -$59.9K -290 -5%
NAM
580
NTV Asset Management
West Virginia
$1.04M -$21.5K -104 -2%
FFA
581
First Foundation Advisors
California
$1.03M +$1.04M +5,032 New
DPI
582
Diversified Portfolios Inc
Michigan
$1.03M – – –
BAM
583
Broadmark Asset Management
California
$1.02M +$1.03M +5,000 New
KIG
584
Kovitz Investment Group
Illinois
$1.02M -$36.1K -175 -3%
GHAM
585
Gilman Hill Asset Management
Connecticut
$1.01M +$219K +1,061 +27%
KAM
586
Keeley Asset Management
Illinois
$1M -$1.66M -8,050 -62%
CCM
587
Coe Capital Management
Illinois
$1M -$128K -620 -11%
CF
588
Corrigan Financial
Rhode Island
$987K +$995K +4,819 New
BOTW
589
Bank of the West
California
$985K +$138K +669 +16%
CCM
590
Coldstream Capital Management
Washington
$983K -$12.6K -61 -1%
MIH
591
Madison Investment Holdings
Wisconsin
$969K +$12.2K +59 +1%
UR
592
USCA RIA
Texas
$968K – – –
CCM
593
Colorado Capital Management
Colorado
$961K +$969K +4,690 New
HIM
594
Hanlon Investment Management
New Jersey
$958K +$1.86K +9 +0.2%
MCM
595
McRae Capital Management
New Jersey
$953K +$143K +690 +17%
HL
596
HeadInvest LLC
Maine
$951K +$249K +1,203 +35%
EWM
597
Evermay Wealth Management
Virginia
$943K +$163K +791 +21%
SCA
598
Salient Capital Advisors
Texas
$931K -$24K -116 -2%
KA
599
Kovack Advisors
Florida
$914K +$144K +695 +18%
FPCG
600
Fort Pitt Capital Group
Pennsylvania
$910K +$133K +642 +17%
22 23
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