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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
FPS
1126
Fieldpoint Private Securities
Connecticut
$121K +$119K +480 New
CPA
1127
Clear Perspective Advisors
Illinois
$113K +$111K +447 New
RFM
1128
Royal Fund Management
Florida
$110K +$108K +435 New
VNA
1129
Valley National Advisers
Pennsylvania
$101K – – –
AP
1130
Atwood & Palmer
Missouri
$98K -$65.8K -265 -41%
RBC
1131
Roble Belko & Company
Pennsylvania
$98K – – –
DPA
1132
Delphi Private Advisors
California
$96K – – –
YWP
1133
YorkBridge Wealth Partners
New York
$92K -$1.24K -5 -1%
FM
1134
Forward Management
California
$86K -$3.73K -15 -4%
WAS
1135
Winch Advisory Services
Wisconsin
$80K – – –
BAM
1136
Barrett Asset Management
New York
$78K +$24.8K +100 +48%
SIM
1137
Sonora Investment Management
Arizona
$70.3K – – –
RWM
1138
Raffa Wealth Management
District of Columbia
$63.2K – – –
AIM
1139
Anchor Investment Management
South Carolina
$56.9K +$52.6K +212 +1,631%
AIS
1140
AlphaOne Investment Services
Pennsylvania
$55K +$54.4K +219 New
MCM
1141
Manchester Capital Management
Vermont
$54K – – –
BONST
1142
Bank of Nova Scotia Trust
Ontario, Canada
$51K +$49.7K +200 New
NCM
1143
New Capital Management
Texas
$45K – – –
PCTC
1144
Perkins Coie Trust Company
Washington
$37K – – –
AWMS
1145
Advocacy Wealth Management Services
Georgia
$32K – – –
HFM
1146
Hartford Financial Management
Connecticut
$26K +$26.1K +105 New
FMTCOCP
1147
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$25.3K – – –
AA
1148
AlphaMark Advisors
Kentucky
$25K – – –
PSC
1149
Prentiss Smith & Co
Vermont
$21K +$21.1K +85 New
SAM
1150
Shamrock Asset Management
Texas
$17K – – –
44 45
46
47 48