We are live on ! Find out more
IVV icon

iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWA
326
Heritage Way Advisors
Illinois
$25.9M +$584K +1,905 +2%
HWM
327
HighMark Wealth Management
Minnesota
$25.8M -$1.87M -6,089 -6%
Kayne Anderson Rudnick Investment Management
328
Kayne Anderson Rudnick Investment Management
California
$25.7M -$69.3K -226 -0.2%
MGIA
329
Moneta Group Investment Advisors
Missouri
$25.6M +$3.4M +11,087 +13%
MPW
330
MA Private Wealth
California
$25.6M +$30.3M +98,943 New
SHIM
331
Stone House Investment Management
Pennsylvania
$25.5M +$30.3M +98,768 New
LPWM
332
Lake Point Wealth Management
Texas
$25.5M -$3.02M -9,850 -9%
SMG
333
Spectrum Management Group
Indiana
$25.4M +$29.4M +95,919 +4,127%
KFP
334
KMG Fiduciary Partners
Ohio
$25.1M -$1.55M -5,062 -5%
BRWA
335
B. Riley Wealth Advisors
Florida
$25.1M +$9.83M +32,070 +49%
LF
336
Lee Financial
Texas
$24.9M -$213K -696 -0.7%
AIP
337
Ameritas Investment Partners
Nebraska
$24.9M -$2.11M -6,872 -7%
HA
338
Harfst & Associates
Wyoming
$24.9M -$1.67M -5,466 -5%
VCM
339
Vision Capital Management
Oregon
$24.8M +$10.3M +33,533 +54%
Daiwa Securities Group
340
Daiwa Securities Group
Japan
$24.7M +$8.46M +27,612 +41%
AL
341
Aspiriant LLC
California
$24.7M -$4.54M -14,806 -13%
MIAN
342
Mariner Independent Advisor Network
Kansas
$24.5M -$4.73M -15,452 -14%
PA
343
Parallel Advisors
California
$24.4M -$5.53M -18,037 -16%
WAG
344
Winthrop Advisory Group
Massachusetts
$24.2M -$6.97M -22,747 -20%
BBA
345
BLB&B Advisors
Pennsylvania
$24.1M +$4.33M +14,115 +18%
WDL
346
Well Done LLC
Michigan
$24.1M +$10.6M +34,661 +59%
KIA
347
KCM Investment Advisors
California
$24M +$20.7M +67,506 +267%
OFG
348
Oxford Financial Group
Indiana
$23.9M +$46K +150 +0.2%
CA
349
Cumberland Advisors
Florida
$23.8M +$28.2M +92,045 New
WTC
350
WhitTier Trust Company
Nevada
$23.4M +$2.24M +7,302 +9%