We are live on ! Find out more
IVV icon

iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PIA
2876
Petredis Investment Advisors
Pennsylvania
$550K – – –
PAA
2877
Peregrine Asset Advisers
Oregon
$550K +$307K +520 +114%
CA
2878
Cambridge Advisors
Nebraska
$547K – – –
FNT
2879
First Nebraska Trust
Nebraska
$547K – – –
EI
2880
Ethic Inc
New York
$545K -$69.7K -118 -11%
GWSA
2881
Global Wealth Strategies & Associates
Colorado
$544K +$33.7K +57 +6%
ACIM
2882
Azimuth Capital Investment Management
Michigan
$543K – – –
GFWA
2883
Grey Fox Wealth Advisors
Delaware
$543K -$9.45K -16 -2%
BA
2884
BIP Alliance
Georgia
$540K – – –
RWM
2885
Revisor Wealth Management
Ohio
$540K +$233K +395 +70%
AWM
2886
Austin Wealth Management
Texas
$539K +$4.72K +8 +0.8%
HCM
2887
HMS Capital Management
Tennessee
$539K -$7.09K -12 -1%
AMBIA
2888
Allen Mooney & Barnes Investment Advisors
Georgia
$537K +$83.9K +142 +17%
WA
2889
Wealthstream Advisors
New York
$532K -$92.7K -157 -14%
RCP
2890
Rothschild Capital Partners
New York
$532K +$117K +198 +26%
TSW
2891
Thompson Siegel & Walmsley
Virginia
$531K +$50.8K +86 +10%
SHWM
2892
Smith & Howard Wealth Management
Georgia
$530K -$5.32K -9 -0.9%
AWM
2893
Aries Wealth Management
Maine
$530K -$133K -226 -19%
VWM
2894
VCI Wealth Management
Missouri
$529K -$204K -345 -27%
USWIA
2895
UP Strategic Wealth Investment Advisors
Pennsylvania
$529K – – –
SFS
2896
Security Financial Services
Indiana
$528K +$74.4K +126 +15%
MWM
2897
Mascagni Wealth Management
Mississippi
$527K – – –
BWM
2898
BCO Wealth Management
New Mexico
$525K – – –
AAS
2899
AdviceOne Advisory Services
Connecticut
$525K +$20.7K +35 +4%
BB
2900
Bell Bank
North Dakota
$524K -$32.5K -55 -6%