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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
NIM
951
Northeast Investment Management
Massachusetts
$1.12M -$668K -2,330 -38%
CCM
952
Colorado Capital Management
Colorado
$1.12M -$66.8K -233 -6%
MG
953
McCutchen Group
Washington
$1.11M +$4.88K +17 +0.5%
NIM
954
Nicollet Investment Management
Minnesota
$1.11M +$5.16K +18 +0.5%
ACP
955
Aviance Capital Partners
Florida
$1.1M +$5.74K +20 +0.5%
CAM
956
Carret Asset Management
New York
$1.1M +$178K +620 +20%
LNWWM
957
Laird Norton Wetherby Wealth Management
California
$1.1M +$111K +386 +11%
FMC
958
First Merchants Corp
Indiana
$1.1M +$17.2K +60 +2%
CFA
959
Cahill Financial Advisors
Minnesota
$1.09M +$11.5K +40 +1%
FWSM
960
First Wilshire Securities Management
California
$1.07M – – –
EGA
961
E&G Advisors
Texas
$1.07M +$8.61K +30 +0.8%
TW
962
Transform Wealth
Colorado
$1.07M +$90.9K +317 +10%
KBFS
963
Kohmann Bosshard Financial Services
Ohio
$1.06M – – –
MFW
964
Mosaic Family Wealth
Missouri
$1.06M -$2.01K -7 -0.2%
PCA
965
Personal Capital Advisors
California
$1.05M -$137K -478 -12%
TF
966
Tompkins Financial
New York
$1.05M – – –
MHS
967
M Holdings Securities
Oregon
$1.04M -$3.15K -11 -0.3%
NWP
968
Northstar Wealth Partners
Connecticut
$1.04M -$14.6K -51 -1%
SFP
969
Shepherd Financial Partners
Massachusetts
$1.04M -$574 -2 -0.1%
PWW
970
Pettyjohn Wood & White
Virginia
$1.04M +$50.8K +177 +5%
GAM
971
Griffin Asset Management
New York
$1.04M +$70.3K +245 +7%
ALIONA
972
Allianz Life Insurance of North America
Minnesota
$1.04M -$46.2K -161 -4%
VR
973
Viridian RIA
Washington
$1.04M -$34.4K -120 -3%
WPA
974
West Paces Advisors
Georgia
$1.04M – – –
EVM
975
Eaton Vance Management
Massachusetts
$1.03M +$48.8K +170 +5%
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39
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