We are live on ! Find out more
IVV icon

iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WWA
2551
Wingate Wealth Advisors
Massachusetts
$1.06M +$176K +306 +22%
HSG
2552
Helen Stephens Group
Texas
$1.05M +$9.19K +16 +1%
RWM
2553
Revisor Wealth Management
Ohio
$1.05M +$411K +715 +74%
KFP
2554
Keener Financial Planning
Texas
$1.05M
DCA
2555
DSG Capital Advisors
Minnesota
$1.05M +$138K +241 +17%
CIM
2556
Cambria Investment Management
California
$1.05M +$224K +390 +30%
SAM
2557
Sompo Asset Management
Japan
$1.04M -$986K -1,717 -51%
AAS
2558
Asset Allocation Strategies
Michigan
$1.04M -$1.02M -1,779 -51%
GL
2559
Gerber LLC
Ohio
$1.04M
Capital International Investors
2560
Capital International Investors
California
$1.04M +$246K +429 +34%
VBFG
2561
Vishria Bird Financial Group
Tennessee
$1.03M
SFP
2562
Sandbox Financial Partners
Maryland
$1.03M +$1.72K +3 +0.2%
MHWM
2563
Montz Harcus Wealth Management
Louisiana
$1.03M -$36.7K -64 -4%
NFA
2564
Northwest Financial Advisors
Virginia
$1.03M -$205K -357 -18%
LI
2565
LMCG Investments
Massachusetts
$1.03M +$949K +1,652 New
MG
2566
McHugh Group
Ohio
$1.02M
RAM
2567
Redmond Asset Management
Virginia
$1.02M -$55.7K -97 -6%
MAS
2568
Madden Advisory Services
Florida
$1.01M
FNB
2569
Farmers National Bank
Kentucky
$1.01M
LPP
2570
Life Planning Partners
Florida
$1.01M +$574 +1 +0.1%
PWA
2571
Provenance Wealth Advisors
Florida
$1.01M
PAM
2572
PVG Asset Management
Colorado
$1.01M -$574 -1 -0.1%
SA
2573
Sincerus Advisory
New York
$1M +$67.2K +117 +8%
NWM
2574
Northwest Wealth Management
Iowa
$1M +$8.04K +14 +0.9%
SC
2575
Stephens Consulting
Michigan
$997K -$55.7K -97 -6%