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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
901
Colorado Capital Management
Colorado
$1.1M -$179K -658 -14%
NAM
902
NTV Asset Management
West Virginia
$1.1M -$29.9K -110 -3%
CAN
903
Claraphi Advisory Network
United States
$1.1M -$208K -766 -16%
DWM
904
Doyle Wealth Management
Florida
$1.1M +$381K +1,399 +53%
CWM
905
Connecticut Wealth Management
Connecticut
$1.1M +$2.72K +10 +0.3%
FCAG
906
First Capital Advisors Group
New Jersey
$1.09M – – –
WAOTB
907
Wealth Advisors of Tampa Bay
Florida
$1.09M -$18.2K -67 -2%
BBA
908
BLB&B Advisors
Pennsylvania
$1.09M +$673K +2,474 +164%
SAM
909
Summit Asset Management
Tennessee
$1.08M -$33.5K -123 -3%
PA
910
Parkside Advisors
California
$1.08M – – –
PP
911
Patten & Patten
Tennessee
$1.07M +$4.63K +17 +0.4%
RG
912
Rathbones Group
United Kingdom
$1.06M +$71.5K +263 +7%
PL
913
Parthenon LLC
Kentucky
$1.06M – – –
MFW
914
Mosaic Family Wealth
Missouri
$1.05M -$226K -832 -18%
SFP
915
Shepherd Financial Partners
Massachusetts
$1.04M +$47.1K +173 +5%
BPB
916
Badgley, Phelps & Bell
Washington
$1.04M -$41.9K -154 -4%
MG
917
McCutchen Group
Washington
$1.03M – – –
NIM
918
Nicollet Investment Management
Minnesota
$1.03M -$149K -548 -13%
M
919
MOTCO
Texas
$1.03M +$175K +645 +21%
ACP
920
Aviance Capital Partners
Florida
$1.02M -$11.7K -43 -1%
CAM
921
Close Asset Management
United Kingdom
$1.01M – – –
ALIONA
922
Allianz Life Insurance of North America
Minnesota
$1.01M +$214K +787 +27%
FMC
923
First Merchants Corp
Indiana
$1.01M +$258K +950 +35%
PWM
924
Perigon Wealth Management
California
$1M -$189K -696 -16%
CFA
925
Cahill Financial Advisors
Minnesota
$1M +$206K +757 +26%
35 36
37
38 39