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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
MC
801
Miles Capital
Iowa
$1.62M -$603K -2,191 -26%
CT
802
Cambridge Trust
Massachusetts
$1.61M -$267K -970 -14%
CPIA
803
Cornell Pochily Investment Advisors
New York
$1.61M +$76.2K +277 +5%
BAAM
804
Baker Avenue Asset Management
California
$1.6M +$44K +160 +3%
UR
805
USCA RIA
Texas
$1.6M -$363K -1,321 -18%
MWM
806
Mascoma Wealth Management
New Hampshire
$1.6M +$11.6K +42 +0.7%
CCT
807
Chemung Canal Trust
New York
$1.59M +$342K +1,245 +26%
BCM
808
Breiter Capital Management
Florida
$1.59M +$550 +2 +0%
W
809
Wealthfront
California
$1.59M -$221K -805 -12%
AFP
810
Ausdal Financial Partners
Iowa
$1.58M -$63.3K -230 -4%
IIC
811
Ironwood Investment Counsel
Arizona
$1.57M -$133K -485 -8%
F
812
F3Logic
Minnesota
$1.57M +$1.63M +5,924 New
PGFC
813
Peapack-Gladstone Financial Corp
New Jersey
$1.57M – – –
PC
814
Pecaut & Co
Iowa
$1.57M +$27.5K +100 +2%
AIM
815
Aspen Investment Management
Michigan
$1.56M – – –
GP
816
Girard Partners
Pennsylvania
$1.56M -$122K -445 -7%
AFS
817
Access Financial Services
Minnesota
$1.55M +$26.4K +96 +2%
WCWM
818
Willow Creek Wealth Management
California
$1.54M +$1.59M +5,798 New
EWA
819
EP Wealth Advisors
California
$1.53M -$283K -1,030 -15%
FPCP
820
Fort Point Capital Partners
California
$1.52M -$169K -616 -10%
PWAP
821
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.52M +$849K +3,088 +118%
GA
822
Geller Advisors
New York
$1.5M +$8.25K +30 +0.5%
IAM
823
Impax Asset Management
New Hampshire
$1.49M +$1.25M +4,542 +420%
RC
824
RegentAtlantic Capital
New Jersey
$1.48M -$2.48K -9 -0.2%
RCWMU
825
Rothschild & Co Wealth Management (UK)
United Kingdom
$1.48M – – –
31 32
33
34 35