We are live on ! Find out more
IVV icon

iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SMWM
1651
Silvia McColl Wealth Management
California
$1.84M – – –
FM
1652
Family Management
New York
$1.83M -$71.1K -159 -4%
CT
1653
Columbia Trust
Oregon
$1.82M +$76.9K +172 +4%
BCMLT
1654
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.81M – – –
BMO
1655
Beck Mack & Oliver
New York
$1.81M – – –
FPCG
1656
Fort Pitt Capital Group
Pennsylvania
$1.81M +$108K +241 +6%
RBFC
1657
Roman Butler Fullerton & Co
Missouri
$1.81M +$9.39K +21 +0.5%
WLPWM
1658
Walled Lake Planning & Wealth Management
Illinois
$1.8M +$55.9K +125 +3%
EWA
1659
Encompass Wealth Advisors
Oregon
$1.78M -$309K -691 -14%
AFA
1660
American Financial Advisors
Georgia
$1.78M +$80.1K +179 +5%
PFM
1661
Peak Financial Management
Massachusetts
$1.77M – – –
CTC
1662
Corundum Trust Company
South Dakota
$1.77M -$552K -1,233 -23%
IAA
1663
Ironsides Asset Advisors
North Carolina
$1.76M – – –
RPGK
1664
Retirement Planning Group (Kansas)
Kansas
$1.75M +$7.16K +16 +0.4%
PCMF
1665
Private Capital Management (Florida)
Florida
$1.74M +$5.82K +13 +0.3%
WFA
1666
Wells Financial Advisors
Massachusetts
$1.74M +$7.6K +17 +0.4%
SAM
1667
Summit Asset Management
Tennessee
$1.74M +$47.9K +107 +3%
HWM
1668
Hohimer Wealth Management
Washington
$1.74M -$563K -1,259 -24%
LFG
1669
Lazard Frères Gestion
France
$1.74M +$1.81M +4,038 New
PP
1670
Patten & Patten
Tennessee
$1.72M -$13.4K -30 -0.7%
GCM
1671
Gallacher Capital Management
Colorado
$1.72M +$10.7K +24 +0.6%
WCA
1672
Waypoint Capital Advisors
Minnesota
$1.72M +$1.15M +2,567 +179%
NRC
1673
New Republic Capital
North Carolina
$1.72M -$700K -1,564 -28%
MMHP
1674
Murphy Middleton Hinkle & Parker
Georgia
$1.71M -$6.26K -14 -0.3%
AWS
1675
Aspen Wealth Strategies
Colorado
$1.71M +$1.78M +3,987 New