We are live on ! Find out more
IVV icon

iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TCWM
1476
Total Clarity Wealth Management
Illinois
$664K +$636K +2,054 New
UWPG
1477
Ullmann Wealth Partners Group
Florida
$662K -$46.1K -149 -7%
CCM
1478
Carlson Capital Management
Minnesota
$659K -$124K -400 -16%
FA
1479
FDx Advisors
Illinois
$658K -$5.95M -19,240 -90%
SFWA
1480
Summit Financial Wealth Advisors
Louisiana
$656K -$26K -84 -4%
CAN
1481
Claraphi Advisory Network
United States
$655K -$95K -307 -13%
CCM
1482
Covington Capital Management
California
$655K – – –
ATFA
1483
All Terrain Financial Advisors
Minnesota
$654K +$309 +1 +0%
NL
1484
NVWM LLC
Pennsylvania
$651K -$1.58M -5,120 -72%
1WA
1485
180 Wealth Advisors
Washington
$648K -$36.2K -117 -6%
NP
1486
Ninepoint Partners
Ontario, Canada
$646K – – –
AWM
1487
Aberdeen Wealth Management
Illinois
$643K +$615K +1,988 New
JC
1488
Jentner Corp
Ohio
$636K – – –
PFM
1489
Patton Fund Management
Texas
$635K -$5.63M -18,190 -90%
FAAM
1490
First Ascent Asset Management
Colorado
$630K +$603K +1,948 New
AFAS
1491
Acorn Financial Advisory Services
Virginia
$629K +$602K +1,946 New
WCM
1492
Whitener Capital Management
North Carolina
$626K – – –
FUBT
1493
First United Bank & Trust
Maryland
$626K +$4.64K +15 +0.8%
DACG
1494
Donor Advised Charitable Giving
California
$625K -$63.8K -206 -10%
Wellington Management Group
1495
Wellington Management Group
Massachusetts
$622K – – –
PMG
1496
ProVise Management Group
Florida
$613K – – –
AIC
1497
Archer Investment Corporation
Indiana
$611K +$34K +110 +6%
SIAS
1498
Shine Investment Advisory Services
Colorado
$609K – – –
TCCM
1499
Timber Creek Capital Management
Massachusetts
$609K +$8.97K +29 +2%
MCM
1500
Murphy Capital Management
New Jersey
$604K – – –