We are live on ! Find out more
IVV icon

iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCT
926
Capital City Trust
Florida
$364K
LNWWM
927
Laird Norton Wetherby Wealth Management
California
$364K
Thrivent Financial for Lutherans
928
Thrivent Financial for Lutherans
Minnesota
$364K
PWMAG
929
Pinnacle Wealth Management Advisory Group
New Jersey
$363K +$112K +480 +46%
CAM
930
Crestone Asset Management
Colorado
$359K
BFS
931
Bradley Foster & Sargent
Connecticut
$350K -$5.85K -25 -2%
MBTD
932
Mechanics Bank - Trust Department
California
$350K +$19.4K +83 +6%
AF
933
Arrow Financial
New York
$349K -$40.9K -175 -11%
SWPG
934
Strategic Wealth Partners Group
Illinois
$344K -$23.4K -100 -6%
MMG
935
Monetary Management Group
Missouri
$344K
SWM
936
Stockman Wealth Management
Montana
$340K +$335K +1,432 New
NP
937
NorthRock Partners
Minnesota
$338K -$18.5K -79 -5%
TCOO
938
Trust Company of Oklahoma
Oklahoma
$338K
CIC
939
Cornercap Investment Counsel
Georgia
$335K
IA
940
Independence Advisors
Pennsylvania
$332K +$5.61K +24 +2%
IC
941
InterOcean Capital
Illinois
$331K +$326K +1,393 New
CAL
942
Capital Advisors Ltd
Ohio
$327K
BHBT
943
Burke & Herbert Bank & Trust
Virginia
$322K
AIS
944
American Investment Services
Massachusetts
$320K
GC
945
Gibson Capital
Pennsylvania
$316K
BTW
946
Boston Trust Walden
Massachusetts
$313K -$752K -3,215 -71%
PAS
947
Partnervest Advisory Services
California
$313K -$10.1K -43 -3%
WDL
948
Well Done LLC
Michigan
$313K +$308K +1,318 New
PWM
949
Patriot Wealth Management
Texas
$312K +$308K +1,317 New
IFAM
950
Institutional & Family Asset Management
Colorado
$303K -$68.8K -294 -19%