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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
NIM
901
Nicollet Investment Management
Minnesota
$1.06M +$1.03M +3,941 New
CWM
902
Cabot Wealth Management
Massachusetts
$1.05M -$49.8K -190 -5%
FB
903
Fulton Bank
Pennsylvania
$1.05M +$20.4K +78 +2%
BPB
904
Badgley, Phelps & Bell
Washington
$1.04M +$263K +1,005 +35%
PL
905
Parthenon LLC
Kentucky
$1.04M – – –
ACP
906
Arcus Capital Partners
Georgia
$1.03M -$938K -3,582 -48%
NEPWA
907
New England Private Wealth Advisors
Massachusetts
$1.03M +$344K +1,314 +52%
HHGA
908
Halbert Hargrove Global Advisors
California
$1.03M +$93.5K +357 +10%
MMHP
909
Murphy Middleton Hinkle & Parker
Georgia
$1.01M +$987K +3,767 New
HWM
910
Highwater Wealth Management
Colorado
$1.01M – – –
MG
911
McCutchen Group
Washington
$1.01M +$9.43K +36 +1%
ACP
912
Aviance Capital Partners
Florida
$1M +$64.9K +248 +7%
MIM
913
Macroview Investment Management
Maryland
$989K +$262 +1 +0%
PCA
914
Personal Capital Advisors
California
$984K +$229K +876 +31%
WT
915
Washington Trust
Rhode Island
$979K -$4.71K -18 -0.5%
TNBTD
916
Trustmark National Bank Trust Department
Mississippi
$977K -$10.5K -40 -1%
IC
917
Iconiq Capital
California
$975K – – –
KBFS
918
Kohmann Bosshard Financial Services
Ohio
$975K – – –
RG
919
Rathbones Group
United Kingdom
$972K +$60.2K +230 +7%
GEA
920
Glen Eagle Advisors
New Jersey
$972K +$630K +2,406 +199%
FWSM
921
First Wilshire Securities Management
California
$968K -$58.9K -225 -6%
WSCM
922
Wellington Shields Capital Management
New York
$966K +$941K +3,592 New
IA
923
IndexIQ Advisors
New York
$963K -$66.8K -255 -7%
TF
924
Tompkins Financial
New York
$962K +$9.95K +38 +1%
EGA
925
E&G Advisors
Texas
$954K +$12.6K +48 +1%
35 36
37
38 39