We are live on ! Find out more
IVV icon

iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CNBT
776
Canandaigua National Bank & Trust
New York
$377K +$10.4K +50 +3%
MFW
777
Mosaic Family Wealth
Missouri
$376K -$408K -1,954 -52%
OWM
778
Orgel Wealth Management
Wisconsin
$376K
MLL
779
Moody Lynn & Lieberson
Massachusetts
$374K
PIM
780
Parasol Investment Management
Illinois
$373K
MBT
781
Monroe Bank & Trust
Michigan
$371K -$151K -725 -29%
W
782
Wealthfront
California
$369K +$36.3K +174 +11%
BHBT
783
Burke & Herbert Bank & Trust
Virginia
$362K
AF
784
Arrow Financial
New York
$359K +$36.5K +175 +11%
CM
785
Capital Management
Virginia
$358K +$355K +1,701 New
Jones Financial Companies
786
Jones Financial Companies
Missouri
$357K +$354K +1,697 New
CW
787
Cabot-Wellington
Massachusetts
$356K
ACM
788
Acertus Capital Management
New Jersey
$346K -$349K -1,674 -50%
BIAS
789
Beacon Investment Advisory Services
New Jersey
$346K -$349K -1,674 -50%
MC
790
Mathes Company
New York
$342K -$15.6K -75 -4%
CAL
791
Capital Advisors Ltd
Ohio
$339K
HIMC
792
Heritage Investors Management Corp
Maryland
$338K -$20.9K -100 -6%
UFA
793
US Financial Advisors
Massachusetts
$338K
EWM
794
Endurance Wealth Management
Rhode Island
$335K +$13.6K +65 +4%
Jennison Associates
795
Jennison Associates
New York
$331K +$328K +1,573 New
PAS
796
Partnervest Advisory Services
California
$330K -$133K -638 -29%
RFS
797
Rockefeller Financial Services
New York
$330K -$2.09K -10 -0.6%
CDH
798
Charles D. Hyman
$330K +$328K +1,570 New
LIA
799
LS Investment Advisors
Michigan
$328K
CCT
800
Capital City Trust
Florida
$323K