We are live on ! Find out more
IVV icon

iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PCM
2176
Pointe Capital Management
Michigan
$485K – – –
SFFS
2177
Stonehage Fleming Financial Services
Jersey
$484K -$380K -850 -44%
MAM
2178
McLean Asset Management
Virginia
$482K – – –
PFA
2179
Pathway Financial Advisors
Vermont
$476K – – –
AO
2180
Advisor OS
Illinois
$475K -$1.19M -2,658 -72%
PWA
2181
Providence Wealth Advisors
Illinois
$474K -$2.68K -6 -0.6%
JWS
2182
Juncture Wealth Strategies
Arizona
$474K +$13.4K +30 +3%
FCT
2183
Family Capital Trust
Massachusetts
$469K -$5.15M -11,522 -92%
ST
2184
Somerset Trust
Pennsylvania
$469K +$462K +1,033 New
PHS
2185
Pekin Hardy Strauss
Illinois
$467K -$20.6K -46 -4%
FIBT
2186
First International Bank & Trust
North Dakota
$467K +$460K +1,029 New
SHA
2187
Seneca House Advisors
Virginia
$464K +$7.6K +17 +2%
SFG
2188
SevenBridge Financial Group
Pennsylvania
$463K -$826K -1,847 -64%
CC
2189
Callan Capital
California
$463K – – –
FFWM
2190
Future Financial Wealth Management
Ohio
$463K – – –
Wealthfront Advisers
2191
Wealthfront Advisers
California
$461K -$64.4K -144 -12%
SWM
2192
Shakespeare Wealth Management
Wisconsin
$460K +$122K +272 +37%
ETIA
2193
Epic Trust Investment Advisors
Washington
$456K -$39.8K -89 -8%
AA
2194
Auxano Advisors
Washington
$455K – – –
BAM
2195
Byrne Asset Management
New Jersey
$454K -$47K -105 -10%
EB
2196
Eastern Bank
Massachusetts
$454K – – –
ADBIC
2197
A.D. Beadell Investment Counsel
Wisconsin
$453K -$224K -500 -33%
AWM
2198
Aberdeen Wealth Management
Illinois
$453K – – –
Luther King Capital Management (LKCM)
2199
Luther King Capital Management (LKCM)
Texas
$453K – – –
KCFA
2200
Key Client Fiduciary Advisors
New Jersey
$453K +$447 +1 +0.1%