We are live on ! Find out more
IVV icon

iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
PFPT
626
Pinnacle Financial Partners (Tennessee)
Tennessee
$233K – – –
BTS
627
BB&T Securities
Virginia
$233K -$74K -372 -24%
TCOT
628
Trust Company of Toledo
Ohio
$232K – – –
EIA
629
Edgemoor Investment Advisors
Maryland
$227K – – –
CW
630
Cabot-Wellington
Massachusetts
$227K +$228K +1,144 New
CNC
631
Citizens & Northern Corp
Pennsylvania
$225K -$22.1K -111 -9%
WA
632
Winfield Associates
Ohio
$219K – – –
HPC
633
HM Payson & Co
Maine
$218K +$219K +1,100 New
SFG
634
SNS Financial Group
Minnesota
$217K -$4.06M -20,392 -95%
BPB
635
Badgley, Phelps & Bell
Washington
$217K – – –
ERIM
636
Eagle Ridge Investment Management
Connecticut
$215K – – –
CG
637
Colony Group
Massachusetts
$214K +$7.96K +40 +4%
CC
638
Callan Capital
California
$202K +$203K +1,020 New
STMM
639
South Texas Money Management
Texas
$201K +$202K +1,015 New
WEC
640
Winslow Evans & Crocker
Massachusetts
$192K – – –
TFA
641
Transamerica Financial Advisors
Florida
$189K +$70.6K +355 +60%
SAM
642
Solaris Asset Management
New York
$165K -$1.99K -10 -1%
JWA
643
JFS Wealth Advisors
Pennsylvania
$161K +$1.59K +8 +1%
NC
644
NewSquare Capital
Pennsylvania
$160K +$8.96K +45 +6%
RFA
645
Reilly Financial Advisors
California
$155K – – –
RAM
646
Riggs Asset Management
Pennsylvania
$152K +$153K +767 New
ANBT
647
American National Bank & Trust
Texas
$140K +$141K +708 New
WA
648
Waverly Advisors
Alabama
$138K +$796 +4 +0.6%
FM
649
Forward Management
California
$138K +$56.7K +285 +70%
MCM
650
Manchester Capital Management
Vermont
$128K – – –
24 25
26
27 28