We are live on ! Find out more
IVV icon

iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WIP
276
Wellesley Investment Partners
Massachusetts
$28.3M +$502K +1,751 +2%
DA
277
Doliver Advisors
Texas
$28.2M +$18.4M +64,166 +199%
IA
278
IFP Advisors
Florida
$27.9M -$8.37M -29,192 -23%
AW
279
ACG Wealth
Georgia
$27.8M +$2.65M +9,253 +11%
CAM
280
Chandler Asset Management
California
$27.8M +$1.32M +4,585 +5%
RIA
281
Rocaton Investment Advisors
Connecticut
$27.7M
PFO
282
Pathstone Family Office
New Jersey
$27.7M +$132K +461 +0.5%
WI
283
Wintrust Investments
Illinois
$27.5M +$693K +2,415 +3%
Citigroup
284
Citigroup
New York
$27.4M -$408M -1,420,946 -94%
KWMG
285
King Wealth Management Group
Florida
$27.2M +$1.28M +4,448 +5%
NB
286
Northwest Bancshares
Pennsylvania
$27.1M -$4.3M -14,990 -14%
TAM
287
Tyers Asset Management
Texas
$27.1M +$896K +3,124 +3%
CFIA
288
Cantor Fitzgerald Investment Advisors
New York
$26.9M +$127K +442 +0.5%
AQR Capital Management
289
AQR Capital Management
Connecticut
$26.8M -$540K -1,881 -2%
RWM
290
Rezny Wealth Management
Florida
$26.6M +$4.65M +16,204 +22%
SCA
291
Snowden Capital Advisors
New York
$26.4M +$1.49M +5,191 +6%
NA
292
Nottingham Advisors
New York
$26.1M -$17.5M -61,173 -41%
PWS
293
Paragon Wealth Strategies
Florida
$25.6M +$7.94M +27,675 +46%
AF
294
Advisornet Financial
Minnesota
$25.5M -$219K -764 -0.9%
GLA
295
Good Life Advisors
Pennsylvania
$25.4M +$1.13M +3,956 +5%
AIP
296
Ameritas Investment Partners
Nebraska
$24.7M -$280K -976 -1%
WAG
297
Winthrop Advisory Group
Massachusetts
$24.6M +$8.25M +28,772 +51%
HWA
298
Heritage Way Advisors
Illinois
$24.5M -$640K -2,232 -3%
IWM
299
IHT Wealth Management
Illinois
$24.3M +$1.61M +5,617 +7%
Sumitomo Mitsui Trust Group
300
Sumitomo Mitsui Trust Group
Japan
$24.3M +$10.4M +36,389 +78%