We are live on ! Find out more
IVV icon

iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFG
351
StrategIQ Financial Group
Indiana
$4.8M +$130K +663 +3%
DG
352
Davidson & Garrard
Virginia
$4.71M +$1.67M +8,534 +60%
HT
353
Hefren-Tillotson
Pennsylvania
$4.64M -$10.9M -55,520 -71%
WP
354
WMS Partners
Maryland
$4.6M -$205K -1,043 -4%
CWM
355
Concert Wealth Management
California
$4.5M -$849K -4,329 -17%
MML Investors Services
356
MML Investors Services
Massachusetts
$4.5M +$3.03M +15,434 +243%
CA
357
Cambridge Associates
Massachusetts
$4.46M +$3.56M +18,165 +530%
PWLP
358
Prio Wealth Limited Partnership
Massachusetts
$4.4M +$427K +2,176 +11%
NEAM
359
New England Asset Management
Connecticut
$4.38M
MFP
360
Mosaic Financial Partners
California
$4.35M -$66.1K -337 -2%
DW
361
Domani Wealth
Pennsylvania
$4.25M -$32K -163 -0.8%
William Blair & Company
362
William Blair & Company
Illinois
$4.2M +$328K +1,673 +9%
SFM
363
Signet Financial Management
New Jersey
$4.18M +$346K +1,766 +10%
FC
364
Financial Consulate
Maryland
$4.12M +$341K +1,740 +10%
MFW
365
Meristem Family Wealth
Minnesota
$4.09M -$25.7K -131 -0.7%
AA
366
Ancora Advisors
Ohio
$4.08M +$905K +4,614 +30%
WB
367
Webster Bank
Connecticut
$4.06M -$1.97M -10,031 -34%
KL
368
KWMG LLC
Kansas
$4.01M +$68.1K +347 +2%
KF
369
Krilogy Financial
Missouri
$3.98M +$3.78M +19,270 New
MA
370
MCF Advisors
Kentucky
$3.97M +$183K +933 +5%
SGK
371
Steigerwald Gordon & Koch
Virginia
$3.96M -$133K -678 -3%
ZB
372
Zions Bancorporation
Utah
$3.9M -$1.27M -6,495 -26%
FIB
373
First Interstate Bank
Montana
$3.87M
PFS
374
Prospera Financial Services
Texas
$3.86M -$547K -2,788 -13%
PIM
375
Provident Investment Management
Michigan
$3.84M +$387K +1,971 +12%