We are live on ! Find out more
IVV icon

iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UBV
2201
United Bank (Virginia)
Virginia
$475K +$459K +996 New
CPA
2202
Clear Perspective Advisors
Illinois
$474K +$10.6K +23 +2%
CPWMP
2203
Cardinal Point Wealth Management Partners
California
$474K +$458K +994 New
AWA
2204
Amplius Wealth Advisors
Pennsylvania
$474K +$459K +995 New
PFA
2205
Pathway Financial Advisors
Vermont
$474K +$484K +1,050 New
FNT
2206
First Nebraska Trust
Nebraska
$474K -$129K -280 -22%
MM
2207
Main Management
California
$471K -$1.38M -3,000 -75%
AIM
2208
AMI Investment Management
Indiana
$470K
CFFP
2209
Center for Financial Planning
Michigan
$470K +$41.5K +90 +10%
LJAC
2210
L.J. Altfest & Co
New York
$469K -$39.6K -86 -8%
LIG
2211
Lokken Investment Group
Delaware
$468K +$143K +310 +46%
GC
2212
Garde Capital
Washington
$467K
BW
2213
Bison Wealth
Georgia
$466K -$1.04M -2,250 -70%
FAN
2214
Financial Advisors Network
California
$466K -$2.3K -5 -0.5%
CFA
2215
Capstone Financial Advisors
Illinois
$466K +$33.6K +73 +8%
WWM
2216
Wolff Wiese Magana
California
$465K
ACM
2217
Alpha Capital Management
Texas
$463K -$2.3K -5 -0.5%
CNC
2218
Citizens & Northern Corp
Pennsylvania
$461K -$15.2K -33 -3%
BI
2219
Ballast Inc
Kentucky
$461K +$197K +427 +79%
FPB
2220
First PREMIER Bank
South Dakota
$458K -$29.5K -64 -6%
SBWIC
2221
Schaper Benz & Wise Investment Counsel
Wisconsin
$456K +$441K +956 New
NSAM
2222
North Star Asset Management
Wisconsin
$454K +$125K +271 +40%
AAIM
2223
Asset Advisors Investment Management
Georgia
$453K -$223K -484 -34%
FFG
2224
Fullen Financial Group
Ohio
$453K +$2.3K +5 +0.5%
Fayez Sarofim & Co
2225
Fayez Sarofim & Co
Texas
$453K +$437K +949 New