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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
WC
601
Whitnell & Co
Illinois
$90K – – –
TF
602
Tompkins Financial
New York
$88K – – –
HR
603
Howe & Rusling
New York
$88K +$84.7K +476 New
CMO
604
Covenant Multifamily Offices
Texas
$87K +$83.7K +470 New
QAM
605
QCI Asset Management
New York
$83K -$6.59K -37 -8%
S
606
SignatureFD
Georgia
$78K -$19.4K -109 -21%
FM
607
Forward Management
California
$76K +$40.9K +230 +128%
KCPG
608
Kavar Capital Partners Group
Kansas
$74K +$71.2K +400 New
LOCC
609
Lombard Odier & Cie (Canada)
Quebec, Canada
$74K +$71.2K +400 New
WCM
610
Windsor Capital Management
Arizona
$64K – – –
SAM
611
Solaris Asset Management
New York
$64K +$3.92K +22 +7%
RWM
612
Raffa Wealth Management
District of Columbia
$57.9K +$49.8K +280 New
BOK
613
Bank of Kentucky
Kentucky
$56K – – –
VCM
614
Vigilant Capital Management
Maine
$56K – – –
HDIM
615
Hanson & Doremus Investment Management
Vermont
$46K – – –
MCM
616
Manchester Capital Management
Vermont
$45K – – –
FCT
617
Family Capital Trust
Massachusetts
$44K – – –
SMU
618
Signet Management USA
Virginia
$40K +$38.3K +215 New
SGC
619
South Georgia Capital
Illinois
$38K +$36.7K +206 New
MIM
620
Macroview Investment Management
Maryland
$33K – – –
MAM
621
Mizuho Asset Management
Japan
$33K – – –
PVH
622
Psagot Value Holdings
Israel
$32K -$2.49K -14 -8%
NC
623
NewSquare Capital
Pennsylvania
$32K +$31.2K +175 New
CAL
624
Capital Advisors Ltd
Ohio
$29K +$27.4K +154 New
MAS
625
Madden Advisory Services
Florida
$28K +$27.2K +153 New
23 24
25
26 27