We are live on ! Find out more
IVV icon

iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BF
326
BOK Financial
Oklahoma
$49.7M -$2.38M -6,178 -5%
MFG
327
Merit Financial Group
Georgia
$49.7M +$2.62M +6,788 +6%
SAS
328
Sage Advisory Services
Texas
$49.5M -$411K -1,065 -0.8%
NCM
329
Narwhal Capital Management
Georgia
$49.4M +$795K +2,059 +2%
BSW
330
Buckingham Strategic Wealth
Missouri
$49.2M +$2.64M +6,849 +6%
Sumitomo Mitsui Trust Group
331
Sumitomo Mitsui Trust Group
Japan
$49.2M -$35.2M -91,227 -42%
SFS
332
Sowell Financial Services
Arkansas
$48.7M +$15.4M +39,877 +46%
WAG
333
Winthrop Advisory Group
Massachusetts
$48.7M +$2.12M +5,481 +5%
WA
334
Wealth Architects
California
$48.4M +$2.7K +7 +0%
CTB
335
Country Trust Bank
Illinois
$48.3M +$65.2K +169 +0.1%
CI
336
CX Institutional
Indiana
$48.3M +$267K +693 +0.6%
MFA
337
Mayflower Financial Advisors
Massachusetts
$48.3M -$1.03M -2,675 -2%
VFA
338
Voya Financial Advisors
Connecticut
$48.1M -$2.89M -7,494 -6%
VCM
339
Vision Capital Management
Oregon
$48M +$1.71M +4,433 +4%
CC
340
Courier Capital
New York
$47.8M +$608K +1,575 +1%
HWAM
341
Hennion & Walsh Asset Management
New Jersey
$47.7M +$7.48M +19,383 +19%
KCM
342
Kaye Capital Management
California
$47.6M +$47.8M +123,940 New
FFA
343
First Foundation Advisors
California
$47.6M +$16M +41,446 +50%
WS
344
Wela Strategies
Georgia
$47.4M +$820K +2,124 +2%
SG
345
StoneX Group
New York
$47.3M +$10.8M +27,907 +29%
HCC
346
Hirtle Callaghan & Co
Pennsylvania
$47M +$4.74M +12,277 +11%
PWLP
347
Prio Wealth Limited Partnership
Massachusetts
$46.5M +$74.1K +192 +0.2%
KFS
348
Kelly Financial Services
Massachusetts
$46.5M +$16.1M +41,612 +52%
PFG
349
PAX Financial Group
Texas
$46.4M -$3.92M -10,169 -8%
UW
350
Unique Wealth
Florida
$46.3M +$46.5M +120,441 New