We are live on ! Find out more
IVV icon

iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AA
2551
Aire Advisors
California
$202K +$197K +492 New
BWM
2552
BCS Wealth Management
Tennessee
$202K +$197K +491 New
DBRC
2553
D.B. Root & Company
Pennsylvania
$202K +$197K +491 New
LRWA
2554
Long Run Wealth Advisors
New York
$201K +$196K +488 New
NC
2555
NewSquare Capital
Pennsylvania
$199K +$143K +357 +279%
DAC
2556
Dividend Assets Capital
South Carolina
$196K – – –
SGC
2557
Slocum, Gordon & Co
Rhode Island
$195K – – –
MAWCM
2558
Mine & Arao Wealth Creation & Management
California
$190K +$19.2K +48 +12%
SIC
2559
SJS Investment Consulting
Ohio
$189K +$184K +460 New
FCT
2560
Family Capital Trust
Massachusetts
$188K +$20.8K +52 +13%
VCM
2561
Versant Capital Management
Arizona
$185K – – –
MM
2562
Main Management
California
$184K – – –
CCP
2563
Carmel Capital Partners
California
$175K +$170K +425 New
PWM
2564
Provident Wealth Management
Tennessee
$173K -$6.01K -15 -3%
GWANC
2565
Guardian Wealth Advisors (North Carolina)
North Carolina
$172K -$2K -5 -1%
VNIM
2566
Vaughan Nelson Investment Management
Texas
$171K -$16K -40 -9%
SIM
2567
Strategic Investment Management
Virginia
$168K -$42.4M -105,740 -100%
RAM
2568
Riggs Asset Management
Pennsylvania
$165K – – –
HCM
2569
Hillman Capital Management
Maryland
$164K +$1.2K +3 +0.8%
AWM
2570
Aspire Wealth Management
Massachusetts
$146K +$132K +328 +1,215%
CWM
2571
Cedar Wealth Management
California
$145K -$40.9K -102 -22%
Macquarie Group
2572
Macquarie Group
Australia
$144K +$140K +350 New
2L
2573
25 LLC
Missouri
$143K +$138K +344 New
RWM
2574
Ruedi Wealth Management
Illinois
$141K +$137K +342 New
TFA
2575
Transamerica Financial Advisors
Florida
$139K -$6.42K -16 -5%