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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
1576
Taurus Asset Management
New York
$523K +$517K +1,555 New
CHP
1577
Cable Hill Partners
Oregon
$523K +$518K +1,556 New
PHS
1578
Pekin Hardy Strauss
Illinois
$520K -$208K -625 -29%
TFA
1579
TPG Financial Advisors
Oregon
$520K – – –
GIA
1580
Gateway Investment Advisers
Ohio
$517K +$512K +1,538 New
MFM
1581
Mirsky Financial Management
New York
$516K +$4.33K +13 +0.9%
FRA
1582
Front Row Advisors
California
$515K +$13.3K +40 +3%
H
1583
HoyleCohen
California
$514K +$1.33K +4 +0.3%
LWA
1584
Lenox Wealth Advisors
New York
$510K -$34.3K -103 -6%
WWM
1585
WT Wealth Management
Arizona
$509K +$505K +1,517 New
PT
1586
Plimoth Trust
Massachusetts
$507K -$175K -527 -26%
CCA
1587
Checchi Capital Advisers
California
$504K – – –
CFG
1588
Capstone Financial Group
Oklahoma
$502K +$5.33K +16 +1%
DCM
1589
Donaldson Capital Management
Indiana
$502K +$45.6K +137 +10%
CA
1590
Cortland Associates
Missouri
$499K – – –
GA
1591
GFS Advisors
Texas
$499K – – –
GWM
1592
Greenwich Wealth Management
Connecticut
$495K +$60.6K +182 +14%
AFAS
1593
Acorn Financial Advisory Services
Virginia
$494K +$14.6K +44 +3%
EDRH
1594
Edmond de Rothschild Holding
Switzerland
$494K +$391K +1,175 +398%
RMCM
1595
Reynders McVeigh Capital Management
Massachusetts
$493K +$488K +1,467 New
BC
1596
Brio Consultants
California
$492K +$59.9K +180 +14%
PSC
1597
Prentiss Smith & Co
Vermont
$491K – – –
TPA
1598
Trivium Point Advisory
Connecticut
$491K +$226K +679 +87%
WLIM
1599
White Lighthouse Investment Management
Massachusetts
$490K -$88.2K -265 -15%
I2I
1600
Insight 2811 Inc
Illinois
$489K -$26K -78 -5%
62 63
64
65 66