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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
851
Merriman Wealth Management
Washington
$1.74M -$686K -2,390 -29%
RMC
852
Resources Management Corp
Connecticut
$1.73M +$1.7M +5,914 New
PC
853
Pecaut & Co
Iowa
$1.73M – – –
PWM
854
Paulson Wealth Management
Illinois
$1.72M +$88.1K +307 +5%
AFS
855
Access Financial Services
Minnesota
$1.72M – – –
BA
856
Boston Advisors
Massachusetts
$1.71M +$108K +378 +7%
SFSIG
857
San Francisco Sentry Investment Group
California
$1.7M -$21.2K -74 -1%
WPC
858
White Pine Capital
Minnesota
$1.69M +$31K +108 +2%
RT
859
Rockland Trust
Massachusetts
$1.68M -$74.3K -259 -4%
GA
860
Geller Advisors
New York
$1.67M +$4.88K +17 +0.3%
BAAM
861
Baker Avenue Asset Management
California
$1.66M -$37.6K -131 -2%
DAS
862
Dynamic Advisor Solutions
Arizona
$1.66M +$168K +586 +12%
VCM
863
Violich Capital Management
California
$1.65M +$25.8K +90 +2%
ACI
864
Alpha Cubed Investments
California
$1.65M +$182K +635 +12%
IIC
865
Ironwood Investment Counsel
Arizona
$1.63M – – –
RCWMU
866
Rothschild & Co Wealth Management (UK)
United Kingdom
$1.63M – – –
CFD
867
Creative Financial Designs
Indiana
$1.63M +$218K +760 +16%
AB
868
Atlas Brown
Kentucky
$1.61M -$28.7K -100 -2%
CCM
869
Coe Capital Management
Illinois
$1.59M +$267K +932 +21%
WCWM
870
Willow Creek Wealth Management
California
$1.58M -$36.1K -126 -2%
DWM
871
Dakota Wealth Management
Florida
$1.58M +$139K +486 +10%
CAM
872
Congress Asset Management
Massachusetts
$1.56M -$25.5K -89 -2%
CL
873
CIM LLC
New York
$1.56M -$30.4K -106 -2%
DBT
874
Dubuque Bank & Trust
Iowa
$1.55M +$640K +2,230 +72%
DPI
875
Diversified Portfolios Inc
Michigan
$1.55M -$20.9K -73 -1%
33 34
35
36 37