We are live on ! Find out more
IVV icon

iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WEC
1026
Winslow Evans & Crocker
Massachusetts
$258K +$88.3K +366 +52%
VCM
1027
Vigilant Capital Management
Maine
$256K
SIM
1028
Sigma Investment Management
Oregon
$255K -$7K -29 -3%
WA
1029
Winfield Associates
Ohio
$254K
HS
1030
Huntington Steele
Pennsylvania
$254K +$5.07K +21 +2%
FAM
1031
Formidable Asset Management
Ohio
$254K +$56.7K +235 +29%
PS
1032
Portfolio Solutions
Michigan
$251K -$39.3K -163 -14%
PTC
1033
Philadelphia Trust Company
Pennsylvania
$251K +$249K +1,031 New
GD
1034
Grandfield & Dodd
New York
$249K
CC
1035
Callan Capital
California
$248K
RFS
1036
Rockefeller Financial Services
New York
$248K
AHC
1037
Adell Harriman & Carpenter
Texas
$247K
BHBT
1038
Burke & Herbert Bank & Trust
Virginia
$247K -$82K -340 -25%
SFSG
1039
Stearns Financial Services Group
North Carolina
$246K -$207K -858 -46%
QAM
1040
QCI Asset Management
New York
$245K -$36.2K -150 -13%
SBWM
1041
Sunflower Bank Wealth Management
Arizona
$243K +$241K +1,000 New
ACM
1042
Acertus Capital Management
New Jersey
$242K +$240K +994 New
MC
1043
Moors & Cabot
Massachusetts
$241K -$24.1K -100 -9%
VAM
1044
Verity Asset Management
North Carolina
$241K
UWPG
1045
Ullmann Wealth Partners Group
Florida
$240K +$14.5K +60 +6%
DAS
1046
Dynamic Advisor Solutions
Arizona
$237K -$3.62K -15 -2%
BMM
1047
Berkshire Money Management
Massachusetts
$236K
First Manhattan
1048
First Manhattan
New York
$236K +$125K +517 +114%
SBIA
1049
Sheaff Brock Investment Advisors
Indiana
$234K +$232K +960 New
ERIM
1050
Eagle Ridge Investment Management
Connecticut
$232K -$17.6K -73 -7%