We are live on ! Find out more
IVV icon

iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFM
201
Phillips Financial Management
Indiana
$42.9M -$322K -1,229 -0.8%
CI
202
Conning Inc
Connecticut
$41.7M
ASN
203
Advisory Services Network
Georgia
$41.7M +$4.78M +18,266 +13%
AI
204
Accredited Investors
Minnesota
$41.6M -$1.78M -6,795 -4%
SSB
205
Sandy Spring Bank
Maryland
$40.6M +$1.78M +6,806 +5%
BWP
206
BSW Wealth Partners
Colorado
$39.7M -$438K -1,674 -1%
JFA
207
JNBA Financial Advisors
Minnesota
$39.7M +$682K +2,604 +2%
FAAS
208
First Allied Advisory Services
California
$38.8M -$1.22M -4,643 -3%
SIM
209
SSI Investment Management
California
$38.6M +$2.31M +8,811 +7%
CFG
210
Citizens Financial Group
Rhode Island
$38.5M -$375K -1,431 -1%
GFP
211
Gryphon Financial Partners
Ohio
$38.4M +$37.4M +142,673 New
FMII
212
Farmers & Merchants Investments Inc
Nebraska
$38.3M +$754K +2,879 +2%
PP
213
Pegasus Partners
Wisconsin
$38.2M +$9.13M +34,854 +33%
NA
214
Nottingham Advisors
New York
$38M +$49.8K +190 +0.1%
CAG
215
Crestwood Advisors Group
Massachusetts
$37.3M -$1.65M -6,283 -4%
RIA
216
Rocaton Investment Advisors
Connecticut
$36.3M +$35.3M +134,832 New
TCM
217
Twele Capital Management
Minnesota
$35.8M +$482K +1,841 +1%
CB
218
Community Bank
New York
$35.2M +$31.4K +120 +0.1%
NB
219
Northwest Bancshares
Pennsylvania
$35M +$34.1M +130,130 New
SIM
220
Strategic Investment Management
Virginia
$34.6M
HighTower Advisors
221
HighTower Advisors
Illinois
$34.5M -$21.4M -81,569 -39%
PAG
222
Private Advisor Group
New Jersey
$34.4M -$22.8M -87,134 -41%
ACM
223
Aviance Capital Management
Florida
$34.2M -$9.81M -37,456 -23%
MWP
224
Moller Wealth Partners
$34.2M +$325K +1,241 +1%
CAN
225
Cetera Advisor Networks
California
$34.1M +$837K +3,197 +3%