We are live on ! Find out more
IVV icon

iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
876
SigFig Wealth Management
California
$6.14M +$1.07M +3,012 +23%
CCP
877
Corient Capital Partners
California
$6.13M -$11K -31 -0.2%
KWM
878
Keebeck Wealth Management
Illinois
$6.11M +$3.55M +9,975 +159%
WCM
879
Wealthcare Capital Management
Virginia
$6.09M +$138K +389 +2%
JFA
880
JNBA Financial Advisors
Minnesota
$6.07M -$167K -468 -3%
SWA
881
Stratos Wealth Advisors
Ohio
$6.06M +$804K +2,258 +16%
CRCM
882
Corbett Road Capital Management
Virginia
$6.05M -$189K -530 -3%
KC
883
Kingfisher Capital
North Carolina
$6.05M -$293K -824 -5%
BCWM
884
Bartlett & Co Wealth Management
Ohio
$6.05M +$245K +687 +4%
BC
885
Bartlett & Co
Ohio
$6.05M +$245K +687 +4%
BAM
886
Baldrige Asset Management
Pennsylvania
$6.03M +$27.1K +76 +0.5%
1IA
887
1834 Investment Advisors
Wisconsin
$6.02M -$440K -1,237 -7%
RIM
888
Rockbridge Investment Management
New York
$6.01M -$25.6K -72 -0.4%
MI
889
Moneywise Inc
Virginia
$5.95M -$81.2K -228 -1%
OCM
890
One Capital Management
California
$5.93M -$113K -317 -2%
PMFA
891
Plante Moran Financial Advisors
Michigan
$5.91M -$353K -991 -6%
SB
892
Simmons Bank
Arkansas
$5.88M -$182K -510 -3%
VAG
893
VisionPoint Advisory Group
Texas
$5.87M +$3.62M +10,183 +187%
SAM
894
Secure Asset Management
Michigan
$5.86M +$868K +2,439 +19%
MPM
895
Meritage Portfolio Management
Kansas
$5.84M +$3.47M +9,748 +168%
CC
896
Chicago Capital
Illinois
$5.83M +$23.1K +65 +0.4%
AFS
897
Axiom Financial Strategies
Indiana
$5.83M – – –
KIA
898
KCM Investment Advisors
California
$5.83M -$97.2K -273 -2%
WIA
899
World Investment Advisors
California
$5.82M +$1.86M +5,233 +55%
ACI
900
AMP Capital Investors
Australia
$5.82M +$35.6K +100 +0.6%
34 35
36
37 38