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
651
Snider Financial Group
Washington
$34.1M -$528K -950 -2%
DWM
652
Drive Wealth Management
Utah
$33.9M +$241K +433 +0.7%
PFS
653
Prospera Financial Services
Texas
$33.9M -$974K -1,752 -3%
NCM
654
Novare Capital Management
North Carolina
$33.9M -$618K -1,112 -2%
HR
655
Howe & Rusling
New York
$33.9M +$292K +525 +0.9%
BIAS
656
Beacon Investment Advisory Services
New Jersey
$33.7M +$181K +325 +0.6%
BHB
657
Bank Hapoalim BM
Israel
$33.5M +$32.3M +58,100 New
EWA
658
Exencial Wealth Advisors
Oklahoma
$33.4M -$664K -1,195 -2%
AWM
659
Avondale Wealth Management
Texas
$33.3M +$301K +541 +0.9%
WCM
660
Windsor Capital Management
Arizona
$33.3M +$94.5K +170 +0.3%
CFFNO
661
Common Fund For Nonprofit Organizations
Connecticut
$33.2M +$32M +57,633 New
WCM
662
WealthBridge Capital Management
Ohio
$33.1M +$2.66M +4,782 +9%
LF
663
Lantz Financial
Illinois
$33M -$103K -186 -0.3%
HF
664
Halpern Financial
Virginia
$33M -$1.74M -3,134 -5%
UOWF
665
University of Wisconsin Foundation
Wisconsin
$32.9M +$408K +733 +1%
NCM
666
Next Capital Management
New York
$32.9M +$1.3M +2,340 +4%
JWM
667
JGP Wealth Management
Oregon
$32.9M +$5.02M +9,023 +19%
VCP
668
Verus Capital Partners
Arizona
$32.9M +$1.03M +1,858 +3%
MSA
669
McAlister Sweet & Associates
Texas
$32.8M -$12.2M -21,918 -28%
VA
670
Valmark Advisers
Ohio
$32.8M -$1.8M -3,229 -5%
KWS
671
Keystone Wealth Services
California
$32.7M +$287K +517 +0.9%
AFG
672
Arkansas Financial Group
Arkansas
$32.6M +$455K +819 +1%
BFS
673
Bare Financial Services
Pennsylvania
$32.5M +$6.08M +10,935 +24%
CFP
674
Cypress Financial Planning
New Jersey
$32.5M -$2.01M -3,614 -6%
CPIG
675
Chicago Partners Investment Group
Illinois
$32.3M -$1.41M -2,534 -4%