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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
NC
776
NewSquare Capital
Pennsylvania
$52K -$25.7K -126 -32%
MCM
777
Manchester Capital Management
Vermont
$47K – – –
KCPG
778
Kavar Capital Partners Group
Kansas
$46K -$23.5K -115 -32%
SFFS
779
Stonehage Fleming Financial Services
Jersey
$45K -$84.1K -412 -64%
HDIM
780
Hanson & Doremus Investment Management
Vermont
$44K – – –
SIM
781
Sonora Investment Management
Arizona
$34K +$35.7K +175 New
PVH
782
Psagot Value Holdings
Israel
$32K – – –
CAL
783
Capital Advisors Ltd
Ohio
$30K – – –
AIM
784
Advantage Investment Management
Iowa
$29K – – –
AA
785
AlphaMark Advisors
Kentucky
$29K +$10.2K +50 +50%
LWA
786
Lenox Wealth Advisors
New York
$28K +$29.6K +145 New
BCM
787
Brookstone Capital Management
Illinois
$24K -$168K -824 -87%
LIA
788
LS Investment Advisors
Michigan
$20K -$6.12K -30 -22%
BCMIO
789
Beacon Capital Management Inc (Ohio)
Ohio
$19K -$8.16K -40 -29%
BAM
790
Barrett Asset Management
New York
$19K – – –
M
791
MOTCO
Texas
$19K – – –
SFPM
792
Sensible Financial Planning & Management
Massachusetts
$19K – – –
WAM
793
Wolverine Asset Management
Illinois
$17K -$42.9K -210 -70%
AP
794
Atwood & Palmer
Missouri
$16K – – –
BCM
795
Blume Capital Management
California
$14K – – –
TCM
796
Tradewinds Capital Management
Washington
$11K – – –
AIA
797
Alerus Investment Advisors
Minnesota
$8K -$2.79M -13,685 -100%
AFIA
798
America First Investment Advisors
Nebraska
$7K – – –
SF
799
Synovus Financial
Georgia
$6K – – –
BAM
800
Bruderman Asset Management
New York
$5K -$1.02K -5 -17%
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32
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