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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
DSC
876
Duncker Streett & Co
Missouri
$60K +$56.9K +290 New
BGIM
877
Brandywine Global Investment Management
Pennsylvania
$54K -$27.9K -142 -35%
AIS
878
Accurate Investment Solutions
Pennsylvania
$48K -$3.42M -17,458 -99%
LWA
879
Lowe Wealth Advisors
Maryland
$47K +$42.2K +215 +1,792%
EWM
880
Edge Wealth Management
New York
$45K – – –
CHC
881
City Holding Co
West Virginia
$45K +$42.4K +216 New
MCM
882
Manchester Capital Management
Vermont
$44K -$120K -610 -74%
SLF
883
Sun Life Financial
Ontario, Canada
$32.1K – – –
LWA
884
Lenox Wealth Advisors
New York
$30K – – –
NC
885
NewSquare Capital
Pennsylvania
$30K – – –
SAM
886
Shamrock Asset Management
Texas
$27K +$25.3K +129 New
SFPM
887
Sensible Financial Planning & Management
Massachusetts
$23K -$5.69K -29 -21%
AA
888
AlphaMark Advisors
Kentucky
$21K -$106K -540 -84%
BAM
889
Barrett Asset Management
New York
$21K – – –
M
890
MOTCO
Texas
$21K – – –
AWM
891
AllSquare Wealth Management
New York
$21K +$19.6K +100 New
AP
892
Atwood & Palmer
Missouri
$18K – – –
TCM
893
Tradewinds Capital Management
Washington
$12K – – –
AFIA
894
America First Investment Advisors
Nebraska
$8K – – –
MAM
895
Meeder Asset Management
Ohio
$8K – – –
SF
896
Synovus Financial
Georgia
$6K – – –
IA
897
IndexIQ Advisors
New York
$6K +$196 +1 +4%
VCM
898
Versant Capital Management
Arizona
$6K +$5.88K +30 New
FMP
899
Financial Management Professionals
Texas
$5K -$39.2K -200 -90%
CG
900
Cutler Group
California
$5K -$12K -61 -71%
34 35
36
37 38