We are live on ! Find out more
IVV icon

iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
126
Northern Trust
Illinois
$38M +$10.9M +55,552 +43%
WA
127
Wealth Architects
California
$37.7M +$3.21M +16,359 +10%
HFS
128
HL Financial Services
Kentucky
$37.7M +$7.08M +36,078 +25%
MIFH
129
Migdal Insurance & Financial Holdings
Israel
$37.7M -$556K -2,832 -2%
FWCM
130
Ferguson Wellman Capital Management
Oregon
$36.9M -$1.22M -6,234 -3%
MSWM
131
Mader & Shannon Wealth Management
Missouri
$36.7M +$34.8M +177,510 New
PCIG
132
Partners Capital Investment Group
Massachusetts
$36.5M +$1.85M +9,437 +6%
BA
133
Bridgewater Associates
Connecticut
$36.2M
AIG
134
American International Group
New York
$36M +$80.4K +410 +0.2%
HWA
135
Heritage Wealth Advisors
Virginia
$35.1M +$1.64M +8,383 +5%
FI
136
FormulaFolio Investments
Michigan
$33.7M -$23.6M -120,382 -42%
MA
137
Montag & Associates
Georgia
$33.6M +$4.46M +22,724 +16%
MWAC
138
Mariner Wealth Advisors (Cincinnati)
Ohio
$33.5M -$1.13M -5,740 -3%
DADC
139
D.A. Davidson & Co
Montana
$33.4M +$1.36M +6,958 +5%
SIM
140
SSI Investment Management
California
$33.3M -$4.67M -23,789 -13%
CFG
141
Citizens Financial Group
Rhode Island
$33.3M -$4.1M -20,914 -11%
MFS
142
McNamara Financial Services
Massachusetts
$33.1M +$31.4M +160,041 New
MA
143
MUFG Americas
New York
$32.7M +$1.16M +5,933 +4%
BWP
144
BSW Wealth Partners
Colorado
$32.7M -$9.03M -46,047 -23%
CC
145
Courier Capital
New York
$32.3M +$1.55M +7,906 +5%
USAA
146
United Services Automobile Association
Texas
$32.2M -$12.7M -64,520 -29%
Wealth Enhancement Advisory Services
147
Wealth Enhancement Advisory Services
Minnesota
$31.8M +$12.9M +65,803 +75%
HFBOT
148
Home Federal Bank of Tennessee
Tennessee
$31.8M +$1.61M +8,216 +6%
PFM
149
Phillips Financial Management
Indiana
$31.5M +$555K +2,827 +2%
UBS AM
150
UBS AM
Illinois
$31.5M -$6.76M -34,450 -18%