We are live on ! Find out more
IVV icon

iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFS
401
Summit Financial Strategies
Ohio
$101M +$3.8M +5,595 +4%
CIA
402
Concurrent Investment Advisors
Florida
$101M +$33.3M +49,100 +50%
TIM
403
Tortoise Investment Management
New York
$101M -$3.12M -4,601 -3%
BS
404
Banco Santander
Spain
$99.9M +$34.1M +50,162 +52%
UW
405
Unique Wealth
Florida
$99.8M +$38.3M +56,392 +63%
IWA
406
Icon Wealth Advisors
Texas
$99.7M +$2.53M +3,724 +3%
MCWS
407
McKinley Carter Wealth Services
West Virginia
$99.3M -$15.2M -22,319 -13%
GLA
408
Great Lakes Advisors
Illinois
$98M +$1.67M +2,453 +2%
AWA
409
Arkadios Wealth Advisors
Georgia
$97.9M +$10.6M +15,551 +12%
RFA
410
RTD Financial Advisors
Pennsylvania
$97.8M +$892K +1,314 +0.9%
PWAM
411
Private Wealth Asset Management
Iowa
$97.5M +$3.49M +5,135 +4%
RDFA
412
Ritter Daniher Financial Advisory
Ohio
$97.3M -$1.5M -2,215 -2%
ACM
413
Arcataur Capital Management
Wisconsin
$97.2M +$1.81M +2,668 +2%
Betterment LLC
414
Betterment LLC
New York
$97.1M -$2.07M -3,055 -2%
CIM
415
CenturyLink Investment Management
Colorado
$96.9M -$14.8M -21,802 -13%
FWM
416
FFT Wealth Management
Pennsylvania
$96.8M -$16.6M -24,455 -15%
GSAM
417
Grant Street Asset Management
Pennsylvania
$96.6M +$14.4M +21,246 +18%
PA
418
Pinnacle Associates
New York
$96.3M +$761K +1,121 +0.8%
AFG
419
Atomi Financial Group
New York
$95.4M +$2.86M +4,214 +3%
P3I
420
Progeny 3 Inc
Washington
$95.3M
BAAM
421
Baker Avenue Asset Management
California
$95.2M +$2.59M +3,807 +3%
CCFCSB
422
Cape Cod Five Cents Savings Bank
Massachusetts
$94.7M
CTB
423
Country Trust Bank
Illinois
$94.4M +$304K +447 +0.3%
CL
424
Choreo LLC
Illinois
$94.2M -$1.42M -2,086 -2%
AG
425
AlTi Global
New York
$94M +$31.9M +46,942 +37%