We are live on ! Find out more
IVV icon

iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWA
2101
PCG Wealth Advisors
Kansas
$2.91M +$149K +218 +5%
BFA
2102
Beacon Financial Advisory
Ohio
$2.91M -$109K -160 -3%
PPC
2103
Pennington Partners & Co
Maryland
$2.91M +$309K +452 +11%
GC
2104
Granville Capital
North Carolina
$2.91M -$608K -891 -17%
MCM
2105
Mengis Capital Management
Oregon
$2.91M -$7.51K -11 -0.2%
HWP
2106
Highline Wealth Partners
California
$2.9M +$1.51M +2,210 +99%
CMP
2107
Courage Miller Partners
Virginia
$2.9M +$683 +1 +0%
MAG
2108
Mayfair Advisory Group
Alabama
$2.89M +$11.6K +17 +0.4%
VWM
2109
Valley Wealth Managers
New Jersey
$2.89M -$53.9K -79 -2%
CTI
2110
Community Trust & Investment
Kentucky
$2.89M -$90.1K -132 -3%
MCM
2111
Mainstream Capital Management
California
$2.89M -$9.56K -14 -0.3%
FA
2112
Fiduciary Alliance
South Carolina
$2.89M +$893K +1,308 +47%
DJSG
2113
D.J. St. Germain
Massachusetts
$2.89M +$61.5K +90 +2%
Beck Mack & Oliver
2114
Beck Mack & Oliver
New York
$2.88M – – –
MIM
2115
Montgomery Investment Management
Maryland
$2.87M -$676K -990 -18%
APFP
2116
Action Point Financial Planning
Michigan
$2.87M +$3M +4,396 New
RSF
2117
Rik Saylor Financial
Ohio
$2.87M +$14.3K +21 +0.5%
LB
2118
Legacy Bridge
Iowa
$2.87M +$2.66M +3,893 +779%
LC
2119
LTG Capital
Massachusetts
$2.86M +$80.6K +118 +3%
HIA
2120
HTG Investment Advisors
Connecticut
$2.86M +$2.99M +4,383 New
AWAU
2121
Alliance Wealth Advisors (Utah)
Utah
$2.86M -$953K -1,396 -24%
WE
2122
Wealth Effects
Massachusetts
$2.86M +$66.9K +98 +2%
BWA
2123
BlueSky Wealth Advisors
North Carolina
$2.86M -$588K -861 -16%
OFS
2124
OneAscent Financial Services
Alabama
$2.85M +$1.49M +2,187 +100%
FA
2125
FF Advisors
California
$2.85M -$32.8K -48 -1%