We are live on ! Find out more
IVV icon

iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
T
2901
TCWP
Ohio
$241K -$66K -132 -22%
PAA
2902
Peregrine Asset Advisers
Oregon
$241K – – –
TFA
2903
Toth Financial Advisory
Virginia
$240K -$57K -114 -20%
MWP
2904
Meredith Wealth Planning
Illinois
$239K -$4K -8 -2%
GF
2905
Goodman Financial
Texas
$238K -$15K -30 -6%
FPIS
2906
Financial Planning & Information Services
Wisconsin
$238K -$10K -20 -4%
CH
2907
Canton Hathaway
Rhode Island
$238K – – –
OA
2908
Oxbow Advisors
Texas
$238K -$52K -104 -19%
CPCP
2909
Cedar Point Capital Partners
Iowa
$237K +$15K +30 +7%
EG
2910
Ellerson Group
Maryland
$237K – – –
BIM
2911
Breakwater Investment Management
Washington
$236K +$225K +449 New
MGIA
2912
Matthew Goff Investment Advisor
Texas
$236K +$225K +449 New
SFG
2913
SevenBridge Financial Group
Pennsylvania
$236K -$12K -24 -5%
SWM
2914
Silverlake Wealth Management
Vermont
$235K -$164K -328 -42%
TNAM
2915
Terra Nova Asset Management
New York
$233K -$54K -108 -20%
CIG
2916
Cairn Investment Group
Washington
$233K – – –
DWAM
2917
Duncan Williams Asset Management
Tennessee
$232K +$221K +442 New
RSWA
2918
Robinson Smith Wealth Advisors
Maine
$232K -$251K -501 -53%
HWMC
2919
Heritage Wealth Management (California)
California
$229K -$1.5K -3 -0.7%
KPPF
2920
Klein Pavlis & Peasley Financial
California
$229K +$218K +436 New
FIC
2921
Family Investment Center
Missouri
$228K +$5K +10 +2%
CIG
2922
Cullen Investment Group
Louisiana
$228K +$219K +438 New
PSP
2923
Pacific Sage Partners
Washington
$228K – – –
AIM
2924
Alhambra Investment Management
Florida
$227K -$29.5K -59 -12%
LG
2925
LaFleur & Godfrey
Michigan
$226K – – –