We are live on ! Find out more
IVV icon

iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DBG
2201
De Burlo Group
Massachusetts
$364K +$394K +959 New
LK
2202
Lumbard & Kellner
New Hampshire
$363K -$307K -746 -44%
FWM
2203
Foresight Wealth Management
Utah
$363K +$25.9K +63 +7%
FFG
2204
Fullen Financial Group
Ohio
$362K +$1.23K +3 +0.3%
ICM
2205
Intrepid Capital Management
Florida
$359K +$389K +946 New
CA
2206
Cambridge Advisors
Nebraska
$358K -$188K -458 -33%
WA
2207
Wealthstream Advisors
New York
$356K +$823 +2 +0.2%
HCM
2208
Hollencrest Capital Management
California
$354K -$881K -2,142 -70%
SEA
2209
Stegent Equity Advisors
Texas
$353K
ACM
2210
Altrius Capital Management
North Carolina
$353K +$384K +933 New
ML
2211
Mayport LLC
Massachusetts
$352K
ZCA
2212
Zeke Capital Advisors
Pennsylvania
$351K
BFS
2213
Beacon Financial Strategies
North Carolina
$351K
SEM
2214
Strategic Equity Management
Arizona
$349K -$197K -478 -34%
PHS
2215
Pekin Hardy Strauss
Illinois
$347K -$47.3K -115 -11%
TPW
2216
Tiller Private Wealth
Pennsylvania
$347K +$2.06K +5 +0.5%
ZIG
2217
Zurich Insurance Group
Switzerland
$344K -$121K -293 -24%
HIMC
2218
Heritage Investors Management Corp
Maryland
$344K
SWM
2219
Salvus Wealth Management
New Jersey
$344K +$373K +908 New
CFA
2220
Capstone Financial Advisors
Illinois
$343K +$823 +2 +0.2%
AWM
2221
Accurate Wealth Management
Florida
$342K +$175K +426 +93%
Wealthfront Advisers
2222
Wealthfront Advisers
California
$341K -$48.1K -117 -12%
ZIG
2223
Zuckerman Investment Group
Illinois
$341K +$47.3K +115 +15%
CFFP
2224
Center for Financial Planning
Michigan
$340K
SIM
2225
Sadoff Investment Management
Wisconsin
$339K -$174K -422 -32%