We are live on ! Find out more
IVV icon

iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KA
176
Klingman & Associates
New York
$24M +$4.79M +24,410 +27%
FEG
177
Fund Evaluation Group
Ohio
$23.5M +$22.4M +114,116 New
Baird Financial Group
178
Baird Financial Group
Wisconsin
$23.2M -$1.37M -6,967 -6%
PAG
179
Private Advisor Group
New Jersey
$23.1M -$789K -4,023 -4%
FTIOP
180
Fiduciary Trust International of Pennsylvania
Pennsylvania
$23.1M +$687K +3,500 +3%
AI
181
Atria Investments
North Carolina
$23.1M -$3.18M -16,232 -13%
WT
182
Whittier Trust
California
$23M -$164K -835 -0.7%
MCM
183
MAI Capital Management
Ohio
$22.8M +$1.16M +5,922 +6%
BHWM
184
Bar Harbor Wealth Management
New Hampshire
$22.3M -$72.2K -368 -0.3%
CPSAC
185
Chas P. Smith & Associates (CPS)
Florida
$22M +$338K +1,722 +2%
CIBC Private Wealth Group
186
CIBC Private Wealth Group
Georgia
$21.8M -$6.49M -33,092 -24%
VC
187
Vicus Capital
Pennsylvania
$21.6M +$5.42M +27,643 +36%
OC
188
Oppenheimer & Co
New York
$21.4M -$846K -4,313 -4%
CB
189
Commerce Bank
Missouri
$21.1M +$2.49M +12,717 +14%
SSB
190
Sandy Spring Bank
Maryland
$21M +$2.64M +13,446 +15%
ONB
191
Old National Bancorp
Indiana
$20.2M -$1.26M -6,415 -6%
CAN
192
Cetera Advisor Networks
California
$20M -$28.6M -145,996 -60%
LTFS
193
Ladenburg Thalmann Financial Services
Florida
$19.7M -$5.04M -25,686 -21%
EA
194
Efficient Advisors
Ohio
$19.5M -$120K -612 -0.6%
TCT
195
TIAA CREF Trust
Missouri
$19.2M +$4.92M +25,081 +37%
PP
196
Pegasus Partners
Wisconsin
$19.1M -$11.6M -59,372 -39%
Carson Wealth (CWM LLC)
197
Carson Wealth (CWM LLC)
Nebraska
$18.8M +$15.7M +80,281 +738%
IFA
198
Interactive Financial Advisors
Illinois
$18.8M -$230K -1,170 -1%
EHPM
199
Emery Howard Portfolio Management
California
$18.7M +$335K +1,709 +2%
EIM
200
ExxonMobil Investment Management
Texas
$18.6M -$7.89M -40,200 -31%