We are live on ! Find out more
IVV icon

iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JFA
226
JNBA Financial Advisors
Minnesota
$36M -$1.46M -5,351 -4%
AL
227
Aspiriant LLC
California
$35.7M -$2.81M -10,333 -7%
MWP
228
Moller Wealth Partners
$35.7M +$6.23M +22,906 +21%
Daiwa Securities Group
229
Daiwa Securities Group
Japan
$35.2M +$11.7M +43,010 +50%
SIM
230
Strategic Investment Management
Virginia
$35.1M
PAG
231
Private Advisor Group
New Jersey
$34.9M -$821K -3,019 -2%
DWA
232
Divergent Wealth Advisors
Utah
$34.6M +$1.29M +4,748 +4%
APSP
233
Asset Planning Services (Pennsylvania)
Pennsylvania
$34.5M +$1.4M +5,141 +4%
IA
234
IFP Advisors
Florida
$34M +$1.74M +6,383 +5%
PP
235
Palladium Partners
Virginia
$33.8M +$591K +2,173 +2%
HCMT
236
Highland Capital Management (Tennessee)
Tennessee
$33.7M -$440K -1,619 -1%
PP
237
Pegasus Partners
Wisconsin
$33.6M -$6.37M -23,412 -16%
LNC
238
Lincoln National Corp
Pennsylvania
$33.3M +$1.75M +6,423 +6%
CIBC World Market
239
CIBC World Market
Ontario, Canada
$33.2M +$2.73M +10,053 +9%
BOCM
240
Bontempo Ohly Capital Management
Maryland
$33.1M +$248K +913 +0.8%
RTS
241
Round Table Services
New Jersey
$33M -$136K -499 -0.4%
BAC
242
Boys Arnold & Co
North Carolina
$32.9M +$1.7M +6,266 +5%
AWM
243
Avondale Wealth Management
Texas
$31.6M +$877K +3,222 +3%
SFS
244
Summit Financial Strategies
Ohio
$31.6M +$1.34M +4,944 +4%
OC
245
Oppenheimer & Co
New York
$31.5M -$12.8K -47 -0%
FCM
246
Flinton Capital Management
Pennsylvania
$31.1M +$9.86M +36,232 +47%
BHWM
247
Bar Harbor Wealth Management
New Hampshire
$30.5M +$504K +1,852 +2%
NA
248
NewEdge Advisors
Louisiana
$30.3M +$3.74M +13,738 +14%
DG
249
Delek Group
Israel
$30M +$26M +95,750 +707%
BMCM
250
Bryn Mawr Capital Management
Pennsylvania
$29.5M -$1.22M -4,479 -4%