We are live on ! Find out more
IVV icon

iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PJSIMP
1651
P.J. Schmidt Investment Management (PJS)
Wisconsin
$5.27M +$92.7K +144 +2%
LWP
1652
Laurel Wealth Planning
Minnesota
$5.27M -$745K -1,157 -13%
CFA
1653
Cahill Financial Advisors
Minnesota
$5.26M +$1.98M +3,080 +64%
MPWS
1654
McCarter Private Wealth Services
Massachusetts
$5.26M +$166K +257 +3%
RI
1655
Rinkey Investments
California
$5.25M +$475K +737 +10%
CWS
1656
Confluence Wealth Services
Pennsylvania
$5.23M -$47.7K -74 -0.9%
STA
1657
Smith Thornton Advisors
Alabama
$5.23M +$70.8K +110 +1%
FGA
1658
Fortis Group Advisors
New Jersey
$5.23M -$45.1K -70 -0.9%
KP
1659
Keel Point
Alabama
$5.22M +$612K +951 +14%
IWC
1660
Infinity Wealth Counsel
Ohio
$5.21M +$10.9K +17 +0.2%
AA
1661
Aufman Associates
Pennsylvania
$5.2M +$11.6K +18 +0.2%
BIG
1662
Brookwood Investment Group
Arizona
$5.2M +$299K +465 +6%
AA
1663
Auxano Advisors
Washington
$5.2M +$1.29K +2 +0%
PGF
1664
Plan Group Financial
Oklahoma
$5.16M -$760K -1,180 -13%
SIA
1665
Stegner Investment Associates
Kentucky
$5.14M +$128K +199 +3%
OPA
1666
Old Port Advisors
Maine
$5.14M -$5.5M -8,539 -53%
RA
1667
Ruggaard & Associates
Ohio
$5.14M +$50.9K +79 +1%
4WM
1668
49 Wealth Management
Texas
$5.14M +$21.3K +33 +0.4%
RG
1669
Rathbones Group
United Kingdom
$5.13M +$522K +810 +12%
UBS AM
1670
UBS AM
Illinois
$5.12M -$851M -1,321,149 -99%
MA
1671
MAS Advisors
Florida
$5.12M -$39.3K -61 -0.8%
RWM
1672
Rockwood Wealth Management
Pennsylvania
$5.11M -$599K -930 -11%
LNWWM
1673
Laird Norton Wetherby Wealth Management
California
$5.1M +$205K +319 +4%
SJGA
1674
Stephen J. Garry & Associates
New York
$5.07M -$205K -319 -4%
VCM
1675
Vivaldi Capital Management
Illinois
$5.06M -$2.19M -3,393 -31%