We are live on ! Find out more
IVV icon

iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MAM
2526
Milestone Asset Management
Pennsylvania
$583K -$62K -118 -10%
AWM
2527
Austin Wealth Management
Texas
$580K +$94.1K +179 +21%
TAM
2528
Tucker Asset Management
Colorado
$576K -$18.4K -35 -3%
MIM
2529
Marco Investment Management
Georgia
$575K -$60.5K -115 -10%
SPWG
2530
Sage Private Wealth Group
Illinois
$575K -$310K -590 -36%
NLP
2531
Next Level Private
New York
$574K +$61.5K +117 +13%
MFG
2532
Monte Financial Group
Connecticut
$571K – – –
SMA
2533
Seven Mile Advisory
New Jersey
$570K – – –
HFS
2534
Haverford Financial Services
Pennsylvania
$569K -$94.7K -180 -15%
KCFA
2535
Key Client Fiduciary Advisors
New Jersey
$568K -$55.7K -106 -9%
PT
2536
Plimoth Trust
Massachusetts
$566K -$36.8K -70 -6%
WOC
2537
West Oak Capital
California
$566K +$26.3K +50 +5%
Balyasny Asset Management
2538
Balyasny Asset Management
Illinois
$565K +$543K +1,032 New
RFN
2539
RDA Financial Network
Iowa
$565K +$11.6K +22 +2%
CFAM
2540
Center For Asset Management
Florida
$564K +$1.58K +3 +0.3%
DAM
2541
Delta Asset Management
Tennessee
$563K – – –
FA
2542
Fiduciary Alliance
South Carolina
$563K +$2.1K +4 +0.4%
AWA
2543
Acorn Wealth Advisors
Michigan
$562K +$541K +1,028 New
RWS
2544
Resolute Wealth Strategies
Mississippi
$562K +$526 +1 +0.1%
MLL
2545
Moody Lynn & Lieberson
Massachusetts
$560K – – –
CSB
2546
City State Bank
Iowa
$559K +$5.26K +10 +1%
SOAG
2547
Silver Oak Advisory Group
Oregon
$557K -$10.5K -20 -2%
DA
2548
Dash Acquisitions
California
$555K +$52.1K +99 +11%
MPCG
2549
Matrix Private Capital Group
New York
$554K – – –
KFS
2550
Kaizen Financial Strategies
California
$553K +$120K +229 +29%