We are live on ! Find out more
IVV icon

iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RCM
226
Requisite Capital Management
Texas
$49.6M +$1.02M +3,513 +2%
SLI
227
Sumitomo Life Insurance
Japan
$48.6M +$47.8M +165,000 New
DA
228
Doliver Advisors
Texas
$47.9M +$7.23M +24,950 +18%
JWM
229
Janiczek Wealth Management
Colorado
$47.5M +$3.59M +12,392 +8%
SWM
230
SigFig Wealth Management
California
$47.4M +$5.49M +18,942 +13%
TCM
231
Twele Capital Management
Minnesota
$46.9M +$7.36M +25,386 +19%
FAAS
232
First Allied Advisory Services
California
$46.8M +$723K +2,496 +2%
KFS
233
Kelly Financial Services
Massachusetts
$46.7M +$14.9M +51,513 +48%
WA
234
Wealth Architects
California
$46.6M -$748K -2,580 -2%
BAC
235
Boys Arnold & Co
North Carolina
$46.3M +$3.49M +12,045 +8%
AGA
236
Accuvest Global Advisors
Utah
$46M +$36.8M +126,935 +434%
AI
237
Atria Investments
North Carolina
$45.9M -$866K -2,989 -2%
CI
238
Conning Inc
Connecticut
$44.8M -$1.25M -4,306 -3%
LFAS
239
Level Four Advisory Services
Texas
$44.8M +$16.1M +55,712 +58%
NVCHI
240
New Vernon Capital Holdings II
New Jersey
$44.1M +$6.91M +23,850 +19%
SPIA
241
Steward Partners Investment Advisory
New York
$43.5M +$5.92M +20,442 +16%
VCM
242
Verger Capital Management
North Carolina
$43.5M -$146K -505 -0.3%
TLIC
243
Taiyo Life Insurance Company
Japan
$43.3M
PIM
244
Parker Investment Management
California
$43.3M +$232K +800 +0.5%
AIA
245
Ally Invest Advisors
North Carolina
$43M +$4.9M +16,898 +13%
HCA
246
Heck Capital Advisors
Wisconsin
$42.8M +$594K +2,050 +1%
HSBC Holdings
247
HSBC Holdings
United Kingdom
$42.7M +$998K +3,444 +2%
UBS AM
248
UBS AM
Illinois
$42.6M -$3.47M -11,989 -8%
PFM
249
Patton Fund Management
Texas
$42.4M +$41.7M +143,878 New
PP
250
Pegasus Partners
Wisconsin
$42M +$9.27M +32,003 +29%