We are live on ! Find out more
IVV icon

iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAG
201
Crestwood Advisors Group
Massachusetts
$356M +$29.1M +39,931 +9%
BCI
202
Brinker Capital Investments
Pennsylvania
$352M +$26.4M +36,186 +8%
WFA
203
Wellspring Financial Advisors
Ohio
$347M +$3.2B +4,389,884 +1,085%
IWC
204
Integrated Wealth Concepts
Massachusetts
$340M +$70M +96,085 +27%
HCC
205
Hirtle Callaghan & Co
Pennsylvania
$334M -$4.73M -6,502 -1%
GAM
206
Gotham Asset Management
New York
$333M +$7.17M +9,840 +2%
CFG
207
Citizens Financial Group
Rhode Island
$332M -$3.6M -4,937 -1%
AAP
208
Arax Advisory Partners
Colorado
$325M +$219M +300,682 +225%
ZBNA
209
Zions Bancorporation, National Association
Utah
$325M +$7.25M +9,950 +2%
CA
210
Clearstead Advisors
Ohio
$325M -$2.84M -3,895 -0.9%
PCG
211
Prosperity Consulting Group
Maryland
$324M -$7.06M -9,699 -2%
SLF
212
Sun Life Financial
Ontario, Canada
$324M -$235K -323 -0.1%
FFA
213
Fragasso Financial Advisors
Pennsylvania
$319M +$853K +1,171 +0.3%
AI
214
Atria Investments
North Carolina
$317M +$129M +176,989 +72%
HW
215
HORAN Wealth
Ohio
$312M +$17.6M +24,234 +6%
PA
216
Planning Alternatives
Michigan
$311M +$248K +340 +0.1%
LIA
217
LBMC Investment Advisors
Tennessee
$311M -$3.47M -4,769 -1%
AHSW
218
Adventist Health System West
California
$303M
BNP Paribas Financial Markets
219
BNP Paribas Financial Markets
France
$301M -$281M -385,433 -49%
WT
220
Whittier Trust
California
$300M -$3.52M -4,829 -1%
ACM
221
Agave Capital Management
$298M -$149M -205,100 -34%
Allspring Global Investments
222
Allspring Global Investments
North Carolina
$298M -$24.9M -34,168 -8%
BCP
223
BSN Capital Partners
United Kingdom
$298M -$143M -196,070 -33%
NRI
224
NFP Retirement Inc
California
$295M -$53.8M -73,831 -16%
FMII
225
Farmers & Merchants Investments Inc
Nebraska
$293M +$2.04M +2,801 +0.7%