We are live on ! Find out more
IVV icon

iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFS
651
Prospera Financial Services
Texas
$39.2M +$4.59M +7,758 +13%
DZ Bank
652
DZ Bank
Germany
$39.1M -$901K -1,522 -2%
AFP
653
Alpha Financial Partners
Kentucky
$38.9M +$36.8M +62,107 +1,532%
IWMA
654
Ironwood Wealth Management (Arizona)
Arizona
$38.9M -$2.18M -3,681 -5%
RCAG
655
Rehmann Capital Advisory Group
Michigan
$38.8M +$1.58M +2,673 +4%
MM
656
Meridian Management
Arkansas
$38.5M -$1.76M -2,966 -4%
SC
657
Schoolcraft Capital
Colorado
$38.5M -$1.52M -2,562 -4%
CA
658
CSM Advisors
Pennsylvania
$38.4M +$12.1M +20,457 +46%
HWAM
659
Hennion & Walsh Asset Management
New Jersey
$38.3M +$520K +878 +1%
DWT
660
Dorsey & Whitney Trust
South Dakota
$38M +$1.55M +2,614 +4%
ECG
661
Edge Capital Group
Georgia
$38M +$781K +1,320 +2%
SRC
662
Shufro Rose & Co
New York
$37.7M +$17.9M +30,298 +90%
PGA
663
Portland Global Advisors
Maine
$37.7M -$153K -258 -0.4%
FHC
664
Fort Henry Capital
West Virginia
$37.5M -$2.11M -3,562 -5%
SA
665
Sovran Advisors
California
$37.5M +$37.9M +64,068 New
WTB
666
Washington Trust Bank
Washington
$37.4M +$3.55K +6 +0%
AF
667
Advisornet Financial
Minnesota
$37.3M +$2.57M +4,344 +7%
SFMG
668
Sage Financial Management Group
Virginia
$37.2M +$4.74M +8,009 +15%
IWM
669
IHT Wealth Management
Illinois
$37.1M -$10.1M -17,104 -21%
MFC
670
Morris Financial Concepts
South Carolina
$37.1M +$45K +76 +0.1%
EW
671
Enzi Wealth
Texas
$37M -$271K -458 -0.7%
FA
672
Fermata Advisors
California
$37M +$851K +1,438 +2%
UFF
673
USA Financial Formulas
Michigan
$36.7M +$663K +1,120 +2%
CQWA
674
Chokshi & Queen Wealth Advisors
California
$36.7M +$36.9M +62,264 New
Victory Capital Management
675
Victory Capital Management
Texas
$36.6M +$18.6M +31,380 +102%