We are live on ! Find out more
IVV icon

iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWA
2926
Delos Wealth Advisors
Texas
$139K – – –
MIM
2927
MTM Investment Management
South Carolina
$138K – – –
RF
2928
Robbins Farley
New Hampshire
$134K – – –
GTAM
2929
Global Trust Asset Management
Florida
$134K +$1.79K +4 +1%
PCTC
2930
Perkins Coie Trust Company
Washington
$130K – – –
PAIM
2931
Punch & Associates Investment Management
Minnesota
$130K -$2.24K -5 -2%
KA
2932
Kozak & Associates
Colorado
$128K +$120K +269 New
PWM
2933
Provident Wealth Management
Tennessee
$126K -$13K -29 -10%
MBFW
2934
Morton Brown Family Wealth
Pennsylvania
$124K +$29.1K +65 +34%
HBW
2935
Hazlett, Burt & Watson
West Virginia
$123K -$14.3K -32 -11%
LFASL
2936
Lugano Financial Advisors SA (LFA)
Switzerland
$123K – – –
DFA
2937
DHJJ Financial Advisors
Illinois
$120K – – –
WWM
2938
Wolff Wiese Magana
California
$120K – – –
MCM
2939
Mill Capital Management
North Carolina
$119K – – –
SA
2940
Scarborough Advisors
Maryland
$118K +$110K +246 New
MM
2941
Main Management
California
$112K -$93.5K -209 -47%
BIA
2942
Bell Investment Advisors
California
$111K -$10.7K -24 -9%
DF
2943
DecisionPoint Financial
Arizona
$107K – – –
Russell Investments Group
2944
Russell Investments Group
United Kingdom
$103K +$20.1K +45 +26%
WCM Investment Management
2945
WCM Investment Management
California
$103K +$95.8K +214 New
FFL
2946
Financial Freedom LLC
Ohio
$102K +$448 +1 +0.5%
CTC
2947
Cetera Trust Company
Minnesota
$100K +$94K +210 New
LTI
2948
Laffer Tengler Investments
Tennessee
$98.9K +$28.2K +63 +44%
CAM
2949
Costello Asset Management
Pennsylvania
$95K – – –
KFO
2950
Kopp Family Office
Minnesota
$94K -$11.6K -26 -12%