We are live on ! Find out more
IVV icon

iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WF
651
Williams Financial
Vermont
$19.5M -$2.59M -6,465 -12%
PGA
652
Portland Global Advisors
Maine
$19.4M +$2.15M +5,353 +13%
IFA
653
Interactive Financial Advisors
Illinois
$19.4M +$67.4K +168 +0.4%
MCCA
654
Mill Creek Capital Advisors
Pennsylvania
$19.4M -$2.22M -5,543 -11%
CW
655
CreativeOne Wealth
Kansas
$19.4M +$476K +1,188 +3%
RA
656
Riverstone Advisors
Texas
$19.4M +$619K +1,545 +3%
AFG
657
Arkansas Financial Group
Arkansas
$19.3M +$219K +545 +1%
CL
658
Choreo LLC
Illinois
$19.3M +$4.22M +10,534 +29%
SC
659
SouthState Corp
Florida
$19.2M -$540K -1,346 -3%
HWM
660
HB Wealth Management
Georgia
$19.1M -$1.63M -4,060 -8%
PFA
661
Pinnacle Family Advisors
Missouri
$19.1M +$1.7M +4,237 +10%
GCA
662
Greenwood Capital Associates
South Carolina
$19M -$5.31M -13,242 -22%
WFPG
663
Waller Financial Planning Group
Ohio
$18.9M -$13.8M -34,479 -43%
SA
664
Stewardship Advisors
Pennsylvania
$18.8M -$3.13M -7,810 -15%
ACM
665
Advisors Capital Management
New Jersey
$18.7M +$3.56M +8,872 +24%
MNBTD
666
Moody National Bank Trust Division
Texas
$18.6M
SC
667
Sierra Capital
Florida
$18.4M -$895K -2,232 -5%
WCM
668
WealthBridge Capital Management
Ohio
$18.3M -$375K -935 -2%
HAS
669
Holland Advisory Services
Florida
$18.2M -$1.63M -4,071 -8%
AGC
670
Aspen Grove Capital
Colorado
$18.2M
CIBC Asset Management
671
CIBC Asset Management
Ontario, Canada
$18.2M
SWPG
672
Strategic Wealth Partners Group
Illinois
$18.1M +$9.9M +24,684 +126%
FFBTD
673
First Financial Bank - Trust Division
Ohio
$18.1M +$232K +579 +1%
BHIA
674
Birch Hill Investment Advisors
Massachusetts
$18M +$792K +1,976 +5%
LIA
675
Luken Investment Analytics
Tennessee
$17.9M +$33.7K +84 +0.2%