We are live on ! Find out more
IVV icon

iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWP
176
RWA Wealth Partners
Massachusetts
$66.3M -$249K -859 -0.4%
CCM
177
Coldstream Capital Management
Washington
$65.9M +$6.65M +22,956 +11%
RI
178
RPTC Inc
Wyoming
$65M +$296K +1,020 +0.5%
FMWA
179
Forvis Mazars Wealth Advisors
Missouri
$64.9M -$1.56M -5,388 -2%
RWM
180
Rezny Wealth Management
Florida
$64.3M +$5.03M +17,364 +9%
FCM
181
Flinton Capital Management
Pennsylvania
$64.1M +$25M +86,352 +66%
BDF
182
Balasa Dinverno & Foltz
$63.3M -$3.86M -13,336 -6%
SC
183
Stratford Consulting
Texas
$63.2M +$292K +1,008 +0.5%
BOH
184
Bank of Hawaii
Hawaii
$62.9M -$1.08M -3,738 -2%
MLIC
185
Mandatum Life Insurance Company
Finland
$62.4M -$3.29M -11,345 -5%
CCMG
186
Clark Capital Management Group
Pennsylvania
$62.1M -$34.7M -119,593 -36%
CFG
187
Citizens Financial Group
Rhode Island
$62.1M -$8.79M -30,328 -13%
William Blair & Company
188
William Blair & Company
Illinois
$61.8M +$7.62M +26,295 +14%
Chevy Chase Trust
189
Chevy Chase Trust
Maryland
$61.2M +$12.2M +41,969 +25%
MIH
190
Meitav Investment House
Israel
$61.2M -$61.6M -212,405 -51%
SIMM
191
Stillwater Investment Management (Minnesota)
Minnesota
$61.1M -$2.36M -8,139 -4%
AAS
192
Avantax Advisory Services
Texas
$60.8M +$6.73M +23,211 +13%
BAAM
193
Baker Avenue Asset Management
California
$60.6M +$2.14M +7,379 +4%
CAN
194
Cetera Advisor Networks
California
$60.5M +$1.3M +4,480 +2%
SSB
195
Sandy Spring Bank
Maryland
$60.3M +$1.62M +5,579 +3%
CIM
196
CIM Investment Management
Pennsylvania
$60M -$895K -3,088 -1%
GWM
197
Geneos Wealth Management
Colorado
$59.8M -$586K -2,022 -1%
SIM
198
SSI Investment Management
California
$59.5M -$123K -426 -0.2%
SW
199
SVB Wealth
Massachusetts
$59.1M +$58.1M +200,600 New
GT
200
Glenview Trust
Kentucky
$59M -$323K -1,114 -0.6%