We are live on ! Find out more
IVV icon

iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BAC
251
Boys Arnold & Co
North Carolina
$32.8M +$1.93M +7,093 +6%
LGWM
252
Litman Gregory Wealth Management
California
$32.7M +$14.6M +53,623 +70%
MMI
253
Matson Money Inc
Ohio
$32.6M -$1.98M -7,303 -5%
SIM
254
Strategic Investment Management
Virginia
$32.3M
RP
255
Riverbridge Partners
Minnesota
$32.3M +$34.4M +126,629 +6,732%
IWM
256
IHT Wealth Management
Illinois
$32M +$11.9M +43,839 +53%
MA
257
Mutual Advisors
Nebraska
$31.8M +$2.83M +10,428 +9%
APSP
258
Asset Planning Services (Pennsylvania)
Pennsylvania
$31.4M -$157K -577 -0.5%
SWM
259
SigFig Wealth Management
California
$31.3M +$3.77M +13,881 +12%
DA
260
Doliver Advisors
Texas
$31.2M +$7.53M +27,725 +29%
AWM
261
Avondale Wealth Management
Texas
$30.9M +$1.73M +6,376 +5%
FCM
262
Flinton Capital Management
Pennsylvania
$30.8M +$1.24M +4,564 +4%
HCMT
263
Highland Capital Management (Tennessee)
Tennessee
$30.8M +$516K +1,901 +2%
AL
264
Aspiriant LLC
California
$30.7M -$1.28M -4,697 -4%
PP
265
Palladium Partners
Virginia
$30.4M -$827K -3,045 -2%
CFA
266
Clarfeld Financial Advisors
New York
$30.3M +$32.7M +120,453 New
AWA
267
Artemis Wealth Advisors
New York
$30.3M +$5.5M +20,257 +20%
FFA
268
Fragasso Financial Advisors
Pennsylvania
$29.9M +$2M +7,351 +7%
EWF
269
Epstein & White Financial
California
$29.5M -$619K -2,281 -2%
HA
270
Harfst & Associates
Wyoming
$29M +$212K +782 +0.7%
Principal Financial Group
271
Principal Financial Group
Iowa
$29M -$76.8M -282,919 -71%
CA
272
Cambridge Associates
Massachusetts
$28.7M +$19.8M +73,063 +178%
EHPM
273
Emery Howard Portfolio Management
California
$28.6M +$2.3M +8,466 +8%
AIA
274
Ally Invest Advisors
North Carolina
$28.1M +$30.4M +111,863 New
SFS
275
Summit Financial Strategies
Ohio
$28.1M -$784K -2,888 -3%