We are live on ! Find out more
IVV icon

iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TBA
2076
Tower Bridge Advisors
Pennsylvania
$654K – – –
TNA
2077
True North Advisors
Texas
$652K – – –
CA
2078
Carson Advisory
Georgia
$649K +$627K +1,361 New
HFS
2079
Haverford Financial Services
Pennsylvania
$648K +$117K +254 +23%
BFA
2080
Bragg Financial Advisors
North Carolina
$643K – – –
MAM
2081
Meeder Asset Management
Ohio
$637K +$311K +674 +102%
FFA
2082
Freedman Financial Associates
Massachusetts
$635K – – –
STCOSD
2083
Sageworth Trust Company of South Dakota
South Dakota
$634K +$290K +630 +90%
HIS
2084
Harvest Investment Services
Illinois
$629K +$461 +1 +0.1%
VT
2085
Vise Technologies
New York
$629K +$607K +1,318 New
PIG
2086
Pantheon Investment Group
California
$627K -$23K -50 -4%
Kovitz Investment Group Partners
2087
Kovitz Investment Group Partners
Illinois
$627K +$38.3K +83 +5%
BB
2088
Bell Bank
North Dakota
$626K – – –
LWA
2089
Lenox Wealth Advisors
New York
$625K -$82K -178 -12%
OWA
2090
Opal Wealth Advisors
New York
$625K +$604K +1,311 New
RPG
2091
Resource Planning Group
Georgia
$624K -$376K -816 -38%
TC
2092
Tenret Company
Florida
$623K – – –
DIA
2093
Davidson Investment Advisors
Montana
$622K -$113K -246 -16%
TWM
2094
Tradition Wealth Management
Minnesota
$621K +$87.6K +190 +17%
WMS
2095
Wealth Management Solutions
Pennsylvania
$619K +$598K +1,298 New
SC
2096
Siena Capital
Ohio
$618K +$597K +1,295 New
COI
2097
Connable Office Inc
Michigan
$617K +$596K +1,293 New
SOAG
2098
Silver Oak Advisory Group
Oregon
$616K +$595K +1,292 New
BRC
2099
Bell Rock Capital
Delaware
$614K +$590K +1,280 New
CIP
2100
Chartwell Investment Partners
Pennsylvania
$613K -$152K -330 -20%