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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CHC
876
City Holding Co
West Virginia
$45K +$42.4K +216 New
MCM
877
Manchester Capital Management
Vermont
$44K -$120K -610 -74%
SLF
878
Sun Life Financial
Ontario, Canada
$32.1K – – –
LWA
879
Lenox Wealth Advisors
New York
$30K – – –
NC
880
NewSquare Capital
Pennsylvania
$30K – – –
SAM
881
Shamrock Asset Management
Texas
$27K +$25.3K +129 New
SFPM
882
Sensible Financial Planning & Management
Massachusetts
$23K -$5.69K -29 -21%
AA
883
AlphaMark Advisors
Kentucky
$21K -$106K -540 -84%
BAM
884
Barrett Asset Management
New York
$21K – – –
M
885
MOTCO
Texas
$21K – – –
AWM
886
AllSquare Wealth Management
New York
$21K +$19.6K +100 New
AP
887
Atwood & Palmer
Missouri
$18K – – –
TCM
888
Tradewinds Capital Management
Washington
$12K – – –
AFIA
889
America First Investment Advisors
Nebraska
$8K – – –
MAM
890
Meeder Asset Management
Ohio
$8K – – –
SF
891
Synovus Financial
Georgia
$6K – – –
IA
892
IndexIQ Advisors
New York
$6K +$196 +1 +4%
VCM
893
Versant Capital Management
Arizona
$6K +$5.88K +30 New
HW
894
Hancock Whitney
Mississippi
$5.62K -$174K -889 -3%
OCM
895
One Capital Management
California
$5.24K +$287K +1,462 +6%
FMP
896
Financial Management Professionals
Texas
$5K -$39.2K -200 -90%
CG
897
Cutler Group
California
$5K -$12K -61 -71%
TSW
898
Thompson Siegel & Walmsley
Virginia
$5K – – –
BAM
899
Bruderman Asset Management
New York
$3K – – –
AIM
900
Anchor Investment Management
South Carolina
$2.69K +$2.55K +13 New
34 35
36
37 38