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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
IIC
201
Ironwood Investment Counsel
Arizona
$5.55M +$5.59M +34,497 New
PCM
202
Parsons Capital Management
Rhode Island
$5.51M +$5.55M +34,278 New
SC
203
Scotia Capital
Ontario, Canada
$5.36M +$5.39M +33,315 New
SIM
204
Sigma Investment Management
Oregon
$5.34M +$5.38M +33,214 New
ST
205
Sageworth Trust
Pennsylvania
$5.33M +$5.09M +31,423 New
JFG
206
JMG Financial Group
Illinois
$5.29M +$5.33M +32,908 New
FHB
207
First Hawaiian Bank
Hawaii
$5.19M +$5.22M +32,258 New
TCM
208
Twele Capital Management
Minnesota
$5.14M +$5.17M +31,943 New
MCC
209
Mid Continent Capital
Illinois
$5.08M +$5.12M +31,610 New
KCM
210
Kanawha Capital Management
Virginia
$4.99M +$5.02M +31,012 New
MGIA
211
Moneta Group Investment Advisors
Missouri
$4.91M +$4.94M +30,525 New
BII
212
Baring International Investment
United Kingdom
$4.65M +$4.65M +28,710 New
TAM
213
Todd Asset Management
Kentucky
$4.62M +$4.65M +28,690 New
HighTower Advisors
214
HighTower Advisors
Illinois
$4.51M +$4.54M +28,056 New
PFG
215
Pacific Financial Group
Washington
$4.47M +$4.5M +27,809 New
TCT
216
TIAA CREF Trust
Missouri
$4.37M +$4.4M +27,149 New
WB
217
Webster Bank
Connecticut
$4.36M +$4.39M +27,108 New
PA
218
Pinnacle Associates
New York
$4.34M +$4.37M +26,965 New
GT
219
Greenleaf Trust
Michigan
$4.22M +$4.25M +26,225 New
SNC
220
Stifel Nicolaus & Co
Missouri
$4.12M +$4.15M +25,602 New
MFO
221
Marcuard Family Office
Switzerland
$4.02M +$4.05M +25,000 New
MFP
222
Mosaic Financial Partners
California
$4.01M +$4.04M +24,925 New
SAM
223
Silvercrest Asset Management
New York
$3.95M +$3.98M +24,566 New
AAS
224
Annex Advisory Services
Wisconsin
$3.86M +$3.89M +24,006 New
CWM
225
Cabot Wealth Management
Massachusetts
$3.85M +$3.87M +23,906 New
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