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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
676
Paracle Advisors
Washington
$317K +$30.1K +142 +10%
HSA
677
HBK Sorce Advisory
Pennsylvania
$313K -$30.1K -142 -9%
PAS
678
Partnervest Advisory Services
California
$313K +$89.1K +421 +39%
SCP
679
Seizert Capital Partners
Michigan
$313K +$320K +1,510 New
HCM
680
Harvey Capital Management
Florida
$312K – – –
CAM
681
Carret Asset Management
New York
$312K +$12.7K +60 +4%
FBA
682
Front Barnett Associates
Illinois
$310K – – –
CCG
683
Chatham Capital Group
Georgia
$306K – – –
MLL
684
Moody Lynn & Lieberson
Massachusetts
$302K – – –
WF
685
Welch & Forbes
Massachusetts
$299K – – –
CNBT
686
Canandaigua National Bank & Trust
New York
$298K +$8.04K +38 +3%
WP
687
WealthPLAN Partners
Nebraska
$296K -$1.3M -6,139 -81%
JIC
688
JRM Investment Counsel
Nebraska
$296K – – –
BC
689
Burney Company
Virginia
$295K +$77.1K +364 +34%
PA
690
Parkside Advisors
California
$292K -$31.8K -150 -10%
ST
691
Smithfield Trust
Pennsylvania
$291K -$10.6K -50 -3%
CW
692
Cabot-Wellington
Massachusetts
$289K +$52.9K +250 +22%
TCM
693
Traynor Capital Management
Pennsylvania
$286K -$6.35K -30 -2%
SFI
694
SPC Financial Inc
Maryland
$285K – – –
VFA
695
Virtus Fund Advisers
Connecticut
$284K -$2.18M -10,297 -88%
FLPIM
696
F.L. Putnam Investment Management
Massachusetts
$284K – – –
WGCA
697
Wolf Group Capital Advisors
Virginia
$281K +$175K +826 +79%
BBA
698
BLB&B Advisors
Pennsylvania
$278K -$1.69K -8 -0.6%
AIM
699
Aspen Investment Management
Michigan
$275K – – –
MMG
700
Monetary Management Group
Missouri
$275K – – –
26 27
28
29 30