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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
HPC
1251
HM Payson & Co
Maine
$263K -$9.52K -35 -4%
OBWP
1252
O'Brien Wealth Partners
Massachusetts
$262K +$4.63K +17 +2%
LWM
1253
Lenox Wealth Management
Ohio
$261K – – –
CFA
1254
Capstone Financial Advisors
Illinois
$261K +$2.99K +11 +1%
SC
1255
Searle & Co
Connecticut
$259K – – –
DSAM
1256
Dock Street Asset Management
Florida
$258K – – –
CSIC
1257
Clifford Swan Investment Counsel
California
$255K – – –
FCH
1258
Freestone Capital Holdings
Washington
$254K – – –
AA
1259
Apriem Advisors
California
$254K +$253K +930 New
CS
1260
Cannell & Spears
New York
$253K – – –
NP
1261
NorthRock Partners
Minnesota
$252K +$12.5K +46 +5%
JWM
1262
JGP Wealth Management
Oregon
$251K +$250K +920 New
CAL
1263
Capital Advisors Ltd
Ohio
$248K -$16.6K -61 -6%
CCMD
1264
Cypress Capital Management (Delaware)
Delaware
$248K +$16.1K +59 +7%
WA
1265
WBH Advisory
Maryland
$248K +$248K +910 New
FA
1266
Fortis Advisors
Pennsylvania
$247K – – –
BC
1267
Burney Company
Virginia
$247K +$544 +2 +0.2%
HTHT
1268
Hemenway Trust Hemenway Trust
New Hampshire
$245K -$6.8K -25 -3%
EDRH
1269
Edmond de Rothschild Holding
Switzerland
$244K – – –
HIMC
1270
Heritage Investors Management Corp
Maryland
$244K – – –
IC
1271
Investment Counsel
Michigan
$243K – – –
NCM
1272
Northwest Capital Management
Oregon
$240K – – –
CG
1273
Corundum Group
Colorado
$239K – – –
CWM
1274
Circle Wealth Management
New Jersey
$238K – – –
ZIM
1275
Zacks Investment Management
Illinois
$238K +$237K +872 New
49 50
51
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