We are live on ! Find out more
IVV icon

iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
801
Patriot Financial Group Insurance Agency
Massachusetts
$1.64M +$202K +770 +15%
HAM
802
Highstreet Asset Management
Ontario, Canada
$1.64M +$104K +396 +7%
DWM
803
Darwin Wealth Management
Florida
$1.61M +$169K +644 +12%
BCM
804
Breiter Capital Management
Florida
$1.61M +$1.57M +5,987 New
CT
805
Clearstead Trust
Maine
$1.61M +$478K +1,824 +44%
SG
806
StoneX Group
New York
$1.6M +$69.1K +264 +5%
PGFC
807
Peapack-Gladstone Financial Corp
New Jersey
$1.59M +$276K +1,053 +22%
BAAM
808
Baker Avenue Asset Management
California
$1.58M -$192K -735 -11%
AIM
809
Aspen Investment Management
Michigan
$1.58M
PC
810
Pecaut & Co
Iowa
$1.56M
CPIA
811
Cornell Pochily Investment Advisors
New York
$1.56M +$1.52M +5,801 New
HH
812
Hilltop Holdings
Texas
$1.55M -$306K -1,167 -17%
AFS
813
Access Financial Services
Minnesota
$1.55M -$24.4K -93 -2%
MOACM
814
Mutual of America Capital Management
New York
$1.54M -$58.7K -224 -4%
Koshinski Asset Management
815
Koshinski Asset Management
Illinois
$1.51M +$364K +1,391 +33%
GA
816
Geller Advisors
New York
$1.51M +$8.9K +34 +0.6%
RC
817
RegentAtlantic Capital
New Jersey
$1.51M +$51.9K +198 +4%
RCWMU
818
Rothschild & Co Wealth Management (UK)
United Kingdom
$1.5M -$5.24K -20 -0.4%
ACI
819
Alpha Cubed Investments
California
$1.5M +$67K +256 +5%
SBWM
820
Sunflower Bank Wealth Management
Arizona
$1.49M +$1.19M +4,550 +455%
AB
821
Amalgamated Bank
New York
$1.48M -$6.32M -24,125 -81%
MFP
822
Mosaic Financial Partners
California
$1.48M +$9.16M +34,976 +160%
CAM
823
Congress Asset Management
Massachusetts
$1.47M -$65.5K -250 -4%
BJ
824
Brouwer & Janachowski
California
$1.45M +$123K +468 +9%
AEPG
825
American Economic Planning Group
New Jersey
$1.45M -$263K -1,005 -16%