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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
1001
Stellar Capital Management
Arizona
$931K -$86K -300 -9%
ACG
1002
Allen Capital Group
Nebraska
$931K +$42.2K +147 +5%
CCM
1003
Chilton Capital Management
Texas
$930K +$170K +594 +23%
NGA
1004
Naples Global Advisors
Florida
$920K +$8.61K +30 +1%
NFG
1005
Nations Financial Group
Iowa
$917K -$8.32K -29 -0.9%
CAM
1006
CenterStar Asset Management
Illinois
$916K – – –
CAN
1007
Claraphi Advisory Network
United States
$915K -$262K -915 -23%
WF
1008
Welch & Forbes
Massachusetts
$914K +$65.4K +228 +8%
RMDI
1009
R.M. Davis Inc
Maine
$909K -$14.1K -49 -2%
SHJ
1010
Sharkey, Howes & Javer
Colorado
$906K +$228K +796 +35%
SWM
1011
Segment Wealth Management
Texas
$903K +$64.2K +224 +8%
AIM
1012
AMI Investment Management
Indiana
$895K – – –
TC
1013
Truvestments Capital
Florida
$892K +$157K +548 +22%
TCM
1014
Traynor Capital Management
Pennsylvania
$890K -$85.5K -298 -9%
PWP
1015
Private Wealth Partners
California
$889K -$109K -380 -11%
SFWA
1016
Summit Financial Wealth Advisors
Louisiana
$888K +$104K +363 +13%
IP
1017
Intellectus Partners
California
$881K +$34.4K +120 +4%
EM
1018
Excalibur Management
Massachusetts
$878K -$158K -550 -15%
STMM
1019
South Texas Money Management
Texas
$876K +$487K +1,698 +131%
LFG
1020
LifePlan Financial Group
Ohio
$873K -$144K -501 -14%
MCM
1021
Murphy Capital Management
New Jersey
$873K +$574K +2,002 +204%
VA
1022
Valmark Advisers
Ohio
$869K -$78.9K -275 -8%
HHGA
1023
Halbert Hargrove Global Advisors
California
$864K -$287 -1 -0%
BB
1024
Busey Bank
Illinois
$863K -$59.7K -208 -7%
FWM
1025
Focused Wealth Management
New York
$863K -$30.4K -106 -3%
39 40
41
42 43