We are live on ! Find out more
IVV icon

iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFP
676
Cypress Financial Planning
New Jersey
$32.5M -$2.01M -3,614 -6%
CPIG
677
Chicago Partners Investment Group
Illinois
$32.3M -$1.41M -2,534 -4%
CTA
678
Camelot Technology Advisors
California
$32.3M +$519K +934 +2%
TGCMU
679
Titan Global Capital Management USA
New York
$32.3M +$3.33M +5,983 +12%
WC
680
Waterloo Capital
Texas
$32.2M -$4.7M -8,448 -13%
MFG
681
Monumental Financial Group
Maryland
$32.1M +$2.76M +4,970 +10%
HNW
682
High Note Wealth
Minnesota
$32.1M +$4.96M +8,918 +19%
SAM
683
Securian Asset Management
Minnesota
$32M -$12.1M -21,740 -28%
GSWM
684
Greenup Street Wealth Management
Michigan
$32M -$1.77M -3,180 -5%
CW
685
CreativeOne Wealth
Kansas
$32M +$6.29M +11,320 +26%
KCM
686
Kanawha Capital Management
Virginia
$32M -$557K -1,001 -2%
BFG
687
Beacon Financial Group
Texas
$32M +$1.59M +2,864 +5%
SFG
688
Somnio Financial Group
Connecticut
$32M -$157K -282 -0.5%
SFMG
689
Sage Financial Management Group
Virginia
$31.8M +$30.6M +55,100 New
RA
690
RFG Advisory
Alabama
$31.8M -$6.55M -11,776 -18%
PPW
691
PACK Private Wealth
Minnesota
$31.8M +$589K +1,059 +2%
Treasurer of the State of North Carolina
692
Treasurer of the State of North Carolina
North Carolina
$31.5M +$24.9M +44,799 +459%
OGF
693
Orin Green Financial
California
$31.4M +$500K +899 +2%
UFA
694
US Financial Advisors
Massachusetts
$31.3M +$616K +1,108 +2%
DCM
695
Disciplina Capital Management
Tennessee
$31.3M -$146M -263,120 -83%
CA
696
CoreCap Advisors
Michigan
$31.3M +$30.1M +54,181 New
SSWM
697
Sheets Smith Wealth Management
North Carolina
$31.1M -$124K -223 -0.4%
BFP
698
Beacon Financial Planning
Massachusetts
$31M -$1.12M -2,014 -4%
VFPW
699
Vantage Financial Partners (Wisconsin)
Wisconsin
$31M +$8.15M +14,651 +38%
DJYG
700
David J. Yvars Group
Florida
$30.9M -$182K -328 -0.6%