We are live on ! Find out more
IVV icon

iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DPI
826
Diversified Portfolios Inc
Michigan
$11.3M +$9.14M +23,683 +419%
WHG
827
Westwood Holdings Group
Texas
$11.2M -$1.19M -3,084 -10%
FPCP
828
Fort Point Capital Partners
California
$11.2M +$130K +338 +1%
OWA
829
One Wealth Advisors
California
$11.2M +$757K +1,962 +7%
RF
830
Resolute Financial
Massachusetts
$11.2M -$112K -291 -1%
AWM
831
Avaii Wealth Management
Wisconsin
$11.1M -$72.6K -188 -0.6%
AM
832
AGF Management
Ontario, Canada
$11.1M +$11.2M +28,894 New
DI
833
DAGCO Inc
Ohio
$11.1M +$1.72M +4,448 +18%
WG
834
Welch Group
Alabama
$11M +$11.1M +28,660 New
PPG
835
Peak Planning Group
Colorado
$11M -$3.41M -8,834 -24%
WQ
836
Wealth Quarterback
New Jersey
$10.9M +$4.39M +11,386 +67%
PGWM
837
Parisi Gray Wealth Management
New Jersey
$10.9M +$5.17M +13,399 +90%
ATPW
838
Ashton Thomas Private Wealth
Arizona
$10.9M +$1.17M +3,030 +12%
WFA
839
Wellspring Financial Advisors
Ohio
$10.8M -$904K -2,343 -8%
BCM
840
BTC Capital Management
Iowa
$10.8M -$50.6K -131 -0.5%
HI
841
Horizon Investments
North Carolina
$10.8M +$2.43M +6,297 +29%
IAIM
842
International Assets Investment Management
Florida
$10.8M +$681K +1,764 +7%
TCA
843
Transcend Capital Advisors
New Jersey
$10.8M +$266K +690 +3%
CTA
844
Chesley Taft & Associates
Illinois
$10.8M +$349K +904 +3%
GAM
845
Gould Asset Management
California
$10.7M -$531K -1,377 -5%
CWM
846
Congress Wealth Management
Massachusetts
$10.7M -$8.15M -21,122 -43%
USCWA
847
U.S. Capital Wealth Advisors
Texas
$10.7M +$473K +1,226 +5%
LAS
848
Lloyd Advisory Services
Georgia
$10.7M +$215K +557 +2%
FC
849
Fulcrum Capital
Washington
$10.7M +$240K +622 +2%
Citadel Advisors
850
Citadel Advisors
Florida
$10.7M +$7.46M +19,327 +230%