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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CHC
1301
City Holding Co
West Virginia
$139K – – –
SIS
1302
Sound Income Strategies
Florida
$133K +$130K +498 New
BAM
1303
Barrett Asset Management
New York
$124K +$39.3K +150 +48%
CPA
1304
Clear Perspective Advisors
Illinois
$120K – – –
RFM
1305
Royal Fund Management
Florida
$111K -$5.76K -22 -5%
VNA
1306
Valley National Advisers
Pennsylvania
$108K – – –
FM
1307
Forward Management
California
$105K +$13.1K +50 +15%
AP
1308
Atwood & Palmer
Missouri
$104K – – –
RBC
1309
Roble Belko & Company
Pennsylvania
$104K – – –
DPA
1310
Delphi Private Advisors
California
$92K -$10.5K -40 -10%
AIS
1311
AlphaOne Investment Services
Pennsylvania
$91K +$31.4K +120 +55%
WAS
1312
Winch Advisory Services
Wisconsin
$86K +$786 +3 +0.9%
YWP
1313
YorkBridge Wealth Partners
New York
$85K -$11.8K -45 -12%
CMO
1314
Covenant Multifamily Offices
Texas
$75K +$73.3K +280 New
SIM
1315
Sonora Investment Management
Arizona
$74.7K – – –
MCM
1316
Manchester Capital Management
Vermont
$74K +$16.8K +64 +30%
MPPLM
1317
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$66K +$64.4K +246 New
AIM
1318
Anchor Investment Management
South Carolina
$60.5K – – –
FRA
1319
Front Row Advisors
California
$58K +$56.6K +216 New
SWMG
1320
Signature Wealth Management Group
Georgia
$57K +$55.3K +211 New
AIS
1321
Accurate Investment Solutions
Pennsylvania
$55K -$3.51M -13,385 -99%
RWM
1322
Raffa Wealth Management
District of Columbia
$53.8K -$13.1K -50 -20%
UOTTAIMCU
1323
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$44K +$42.4K +162 New
PCTC
1324
Perkins Coie Trust Company
Washington
$40K – – –
HR
1325
Howe & Rusling
New York
$39K +$38K +145 New
51 52
53
54 55