We are live on ! Find out more
IVV icon

iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
2151
CapWealth Advisors
Tennessee
$2.75M -$56K -82 -2%
BCMLT
2152
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.75M +$479K +701 +20%
WP
2153
Walleye Partners
Wisconsin
$2.74M -$113K -165 -4%
WLPWM
2154
Walled Lake Planning & Wealth Management
Illinois
$2.73M -$176K -258 -6%
RRA
2155
Round Rock Advisors
Connecticut
$2.73M +$920K +1,348 +48%
OWMIAS
2156
One Wealth Management Investment & Advisory Services
Florida
$2.72M +$17.8K +26 +0.6%
FWP
2157
Falcon Wealth Planning
California
$2.71M +$6.83K +10 +0.2%
CA
2158
Clune & Associates
Illinois
$2.7M +$1.06M +1,550 +60%
PWM
2159
Paulson Wealth Management
Illinois
$2.69M -$1.14M -1,675 -29%
OA
2160
Operose Advisors
Wisconsin
$2.69M -$196K -287 -7%
IAA
2161
Ironsides Asset Advisors
North Carolina
$2.68M – – –
TI
2162
tru Independence
Oregon
$2.67M -$99.7K -146 -3%
RMC
2163
Resources Management Corp
Connecticut
$2.67M +$272K +399 +11%
CCA
2164
Carrera Capital Advisors
Michigan
$2.67M +$94.2K +138 +3%
HPC
2165
Hobart Private Capital
North Carolina
$2.67M -$115K -169 -4%
AC
2166
Addison Capital
Pennsylvania
$2.66M +$2.78M +4,069 New
HNWA
2167
Henrickson Nauta Wealth Advisors
Michigan
$2.65M -$264K -386 -9%
PP
2168
Pacifica Partners
Canada
$2.65M +$423K +619 +18%
Advisory Alpha
2169
Advisory Alpha
Michigan
$2.63M +$249K +364 +10%
CA
2170
CGN Advisors
Kansas
$2.63M +$683 +1 +0%
LWM
2171
LongView Wealth Management
Georgia
$2.62M +$228K +334 +10%
SWM
2172
SeaCrest Wealth Management
New York
$2.61M +$111K +163 +4%
EFG
2173
Everest Financial Group
Minnesota
$2.61M +$2.73M +3,995 New
C1AG
2174
Client 1st Advisory Group
Florida
$2.61M +$18.4K +27 +0.7%
PCM
2175
Park Capital Management
Wisconsin
$2.6M -$49.8K -73 -2%