We are live on ! Find out more
IVV icon

iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HSWM
676
Hubbell Strickland Wealth Management
Louisiana
$6.28M +$6.25M +21,028 New
BFEC
677
Benjamin F. Edwards & Company
Missouri
$6.26M +$573K +1,929 +10%
VWA
678
VERITY Wealth Advisors
United States
$6.26M -$30.3K -102 -0.5%
TPWA
679
TRUE Private Wealth Advisors
Oregon
$6.25M +$1.31M +4,397 +27%
SFA
680
Sequoia Financial Advisors
Ohio
$6.25M +$556K +1,871 +10%
MWA
681
Meridian Wealth Advisors
Texas
$6.19M +$6.16M +20,725 New
ACM
682
AlphaStar Capital Management
North Carolina
$6.13M -$102K -344 -2%
SDAM
683
Shulman DeMeo Asset Management
New York
$6.11M -$292K -982 -5%
HR
684
Howe & Rusling
New York
$6.08M +$77.3K +260 +1%
GG
685
Gofen & Glossberg
Illinois
$6.05M -$88K -296 -1%
BRWM
686
B. Riley Wealth Management
Tennessee
$6.05M +$627K +2,108 +12%
PFM
687
Patton Fund Management
Texas
$6.02M -$36.8M -123,723 -86%
Cetera Investment Advisers
688
Cetera Investment Advisers
Illinois
$6M +$273K +918 +5%
PFG
689
Pacific Financial Group
Washington
$5.96M +$147K +494 +3%
WAP
690
Wealthcare Advisory Partners
Pennsylvania
$5.93M +$165K +556 +3%
WCF
691
West Coast Financial
California
$5.92M -$155K -522 -3%
PWA
692
Peterson Wealth Advisors
Utah
$5.92M -$32.7K -110 -0.6%
TC
693
Trilogy Capital
California
$5.9M -$540K -1,817 -8%
FC
694
Ferris Capital
Massachusetts
$5.88M +$648K +2,180 +12%
BA
695
Ballew Advisors
Mississippi
$5.86M +$1.08M +3,645 +22%
BWCS
696
Beirne Wealth Consulting Services
Connecticut
$5.85M +$704K +2,367 +14%
TI
697
Truepoint Inc
Ohio
$5.85M -$10.7K -36 -0.2%
IB
698
Intrust Bank
Kansas
$5.84M +$2.04M +6,853 +54%
LFG
699
LifePlan Financial Group
Ohio
$5.84M -$77.9K -262 -1%
Capital Fund Management (CFM)
700
Capital Fund Management (CFM)
France
$5.83M +$921K +3,100 +19%