We are live on ! Find out more
IVV icon

iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFA
476
Bluestem Financial Advisors
Illinois
$33.8M -$510K -1,141 -2%
FWM
477
Fairhaven Wealth Management
Illinois
$33.4M +$1.38M +3,077 +4%
SL
478
SWMG LLC
Texas
$33.3M +$9.96M +22,265 +44%
GPA
479
Guidance Point Advisors
Massachusetts
$33.2M +$712K +1,592 +2%
CWP
480
Corepath Wealth Partners
Arizona
$33.1M +$4.86M +10,857 +16%
FHC
481
Fort Henry Capital
West Virginia
$33.1M +$53.2K +119 +0.2%
BA
482
Bristlecone Advisors
Washington
$33.1M -$782K -1,748 -2%
VCM
483
Verger Capital Management
North Carolina
$33M +$106K +236 +0.3%
SMC
484
Smith, Moore & Co
Missouri
$32.8M +$1.98M +4,432 +7%
SAF
485
Smith Anglin Financial
Texas
$32.8M +$2.33M +5,217 +8%
MWM
486
Mascoma Wealth Management
New Hampshire
$32.8M +$4.62M +10,341 +17%
BWA
487
BDO Wealth Advisors
Florida
$32.6M +$501K +1,121 +2%
William Blair Investment Management
488
William Blair Investment Management
Illinois
$32.4M -$3.09M -6,900 -9%
CCB
489
Country Club Bank
Missouri
$32.3M +$31.4M +70,183 New
MSA
490
Marino Stram & Associates
Massachusetts
$32.2M -$394K -882 -1%
GL
491
Graypoint LLC
New York
$32.1M -$15M -33,579 -32%
CA
492
Centerpoint Advisors
Massachusetts
$32M +$1.87M +4,182 +6%
SA
493
Stewardship Advisors
Pennsylvania
$31.9M -$7.21M -16,124 -19%
TCM
494
Towercrest Capital Management
Pennsylvania
$31.9M -$411K -920 -1%
Bank Julius Baer & Co
495
Bank Julius Baer & Co
Switzerland
$31.7M -$11.6M -25,883 -27%
AWM
496
AAF Wealth Management
Massachusetts
$31.7M -$817K -1,826 -3%
CWS
497
Cypress Wealth Services
California
$31.7M +$7.7M +17,213 +33%
KTA
498
Keeley-Teton Advisors
Illinois
$31.5M -$93.5K -209 -0.3%
RDFA
499
Ritter Daniher Financial Advisory
Ohio
$31.5M -$74.7K -167 -0.2%
AAMA
500
Advanced Asset Management Advisors
Ohio
$31.4M -$8.95K -20 -0%