We are live on ! Find out more
IVV icon

iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SJIM
1701
St. Johns Investment Management
Florida
$5.94M -$427K -629 -7%
FP
1702
Fiduciary Planning
Florida
$5.93M +$72K +106 +1%
PI
1703
Pachira Investments
California
$5.91M -$857K -1,262 -13%
PWA
1704
Perspective Wealth Advisors
Colorado
$5.91M +$5.86M +8,635 New
GA
1705
GSG Advisors
New Jersey
$5.91M -$2.72K -4 -0%
1IA
1706
1834 Investment Advisors
Wisconsin
$5.91M -$115K -170 -2%
Nicholas Hoffman & Company
1707
Nicholas Hoffman & Company
Georgia
$5.91M -$2.72K -4 -0%
Cassaday & Co Wealth Management
1708
Cassaday & Co Wealth Management
Virginia
$5.87M +$248K +365 +4%
Vanguard Personalized Indexing Management
1709
Vanguard Personalized Indexing Management
California
$5.85M +$198K +292 +4%
QWM
1710
Quadcap Wealth Management
Texas
$5.85M +$9.51K +14 +0.2%
DWM
1711
Daner Wealth Management
Georgia
$5.83M +$56.4K +83 +1%
PA
1712
PW Advisors
Florida
$5.83M +$5.78M +8,507 New
KL
1713
KWMG LLC
Kansas
$5.83M -$20.4K -30 -0.4%
LAS
1714
Legacy Advisory Services
Pennsylvania
$5.82M +$57K +84 +1%
BOJHT
1715
Bank of Jackson Hole Trust
Wyoming
$5.82M +$638K +940 +12%
PRAG
1716
Portfolio Resources Advisor Group
Florida
$5.81M +$5.76M +8,485 New
ACA
1717
Atlas Capital Advisors
Wyoming
$5.81M +$5.76M +8,483 New
JFGLC
1718
Johnson Financial Group LLC (Colorado)
Colorado
$5.8M +$2.14M +3,153 +59%
KFSN
1719
Keystone Financial Services (Nebraska)
Nebraska
$5.8M +$9.51K +14 +0.2%
PAM
1720
Peak Asset Management
Colorado
$5.77M -$80.8K -119 -1%
BIG
1721
Brookwood Investment Group
Arizona
$5.77M +$446K +657 +8%
Edmond de Rothschild Holding
1722
Edmond de Rothschild Holding
Switzerland
$5.76M -$567K -835 -9%
SPW
1723
Sonoma Private Wealth
California
$5.76M -$185K -272 -3%
ECA
1724
Elevation Capital Advisory
Oregon
$5.75M +$5.7M +8,391 New
AWM
1725
Arista Wealth Management
Nevada
$5.74M +$3.4K +5 +0.1%