We are live on ! Find out more
IVV icon

iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WA1
2101
Wimmer Associates 1
California
$613K – – –
CANC
2102
Culbertson A N & Co
Virginia
$612K – – –
HDIM
2103
Hanson & Doremus Investment Management
Vermont
$612K +$69.1K +150 +13%
CSB
2104
City State Bank
Iowa
$611K +$590K +1,281 New
CWAG
2105
Compton Wealth Advisory Group
Virginia
$605K – – –
UWM
2106
USAdvisors Wealth Management
Minnesota
$597K -$94K -204 -14%
CA
2107
Cambridge Advisors
Nebraska
$597K – – –
FF
2108
FourThought Financial
Florida
$592K +$922 +2 +0.2%
BHTS
2109
Bar Harbor Trust Services
Maine
$591K +$35.5K +77 +7%
ADIM
2110
Alpha DNA Investment Management
Maryland
$589K +$22.6K +49 +4%
RCG
2111
Regatta Capital Group
California
$589K +$569K +1,235 New
SDWIA
2112
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$586K +$44.7K +97 +9%
TAM
2113
Taurus Asset Management
New York
$584K +$43.8K +95 +8%
TFA
2114
Triad Financial Advisors
North Carolina
$584K +$564K +1,224 New
SAM
2115
Strategic Asset Management
Minnesota
$583K +$1.38K +3 +0.2%
Luther King Capital Management (LKCM)
2116
Luther King Capital Management (LKCM)
Texas
$582K – – –
HFS
2117
Hantz Financial Services
Michigan
$580K -$136K -295 -20%
NWM
2118
NEIRG Wealth Management
Massachusetts
$580K +$560K +1,215 New
WWMSC
2119
Wagner Wealth Management (South Carolina)
South Carolina
$579K -$50.7K -110 -8%
AC
2120
Apella Capital
Connecticut
$578K +$35.9K +78 +7%
FCM
2121
Firestone Capital Management
Florida
$575K +$1.84K +4 +0.3%
MLL
2122
Moody Lynn & Lieberson
Massachusetts
$574K -$23K -50 -4%
CG
2123
Clarus Group
Texas
$573K – – –
HCM
2124
HMS Capital Management
Tennessee
$573K – – –
ZIG
2125
Zurich Insurance Group
Switzerland
$573K – – –