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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
626
MCF Advisors
Kentucky
$447K – – –
S
627
SignatureFD
Georgia
$443K -$216K -1,065 -33%
CFA
628
Capstone Financial Advisors
Illinois
$433K – – –
VHAM
629
Van Hulzen Asset Management
California
$433K +$424K +2,093 New
NRS
630
Neville Rodie & Shaw
New York
$427K +$18.8K +93 +5%
WT
631
Washington Trust
Rhode Island
$427K +$53.4K +264 +15%
CCM
632
Carlson Capital Management
Minnesota
$419K – – –
PA
633
Parkside Advisors
California
$419K +$13.4K +66 +3%
GHAM
634
Gilman Hill Asset Management
Connecticut
$414K +$405K +2,000 New
CCG
635
Chatham Capital Group
Georgia
$409K -$101K -500 -20%
EVM
636
Eaton Vance Management
Massachusetts
$403K -$65.8K -325 -14%
BP
637
BBR Partners
New York
$398K – – –
OA
638
Outfitter Advisors
Virginia
$396K – – –
PFPT
639
Pinnacle Financial Partners (Tennessee)
Tennessee
$392K +$146K +721 +61%
CPIG
640
Chicago Partners Investment Group
Illinois
$392K +$384K +1,896 New
CSIA
641
Charles Schwab Investment Advisory
California
$390K +$382K +1,887 New
PAS
642
Partnervest Advisory Services
California
$389K -$103K -508 -21%
BFEC
643
Benjamin F. Edwards & Company
Missouri
$389K +$137K +677 +56%
WS
644
Wedbush Securities
California
$388K +$380K +1,876 New
FWCM
645
First Western Capital Management
California
$386K – – –
BRWM
646
B. Riley Wealth Management
Tennessee
$386K +$405 +2 +0.1%
FWP
647
FAS Wealth Partners
Kansas
$385K +$5.67K +28 +2%
ST
648
Sabal Trust
Florida
$383K +$374K +1,850 New
CMP
649
Courage Miller Partners
Virginia
$382K -$3.85K -19 -1%
PWW
650
Pettyjohn Wood & White
Virginia
$382K – – –
24 25
26
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