We are live on ! Find out more
IVV icon

iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WBG
201
Wharton Business Group
Pennsylvania
$54.6M -$29K -106 -0.1%
CS
202
Comerica Securities
Michigan
$53.6M -$5.53M -20,231 -10%
PP
203
Prudential plc
United Kingdom
$53.1M +$485K +1,774 +1%
CIBC Private Wealth Group
204
CIBC Private Wealth Group
Georgia
$52.8M +$454K +1,659 +0.9%
EWF
205
Epstein & White Financial
California
$52.4M +$18.3M +67,052 +57%
William Blair & Company
206
William Blair & Company
Illinois
$52.2M +$11.5M +41,914 +30%
AAS
207
Avantax Advisory Services
Texas
$52.1M +$24.9M +91,203 +99%
AC
208
AMS Capital
Brazil
$52M
CB
209
Commerce Bank
Missouri
$51.8M +$1.48M +5,420 +3%
FSWA
210
Financial Synergies Wealth Advisors
Texas
$51.4M +$49.4M +180,573 New
MA
211
Montag & Associates
Georgia
$51.2M -$6.83M -24,983 -12%
BWP
212
BSW Wealth Partners
Colorado
$50.5M +$12.8M +46,808 +36%
ONB
213
Old National Bancorp
Indiana
$50.3M -$15.4M -56,254 -24%
PFM
214
Phillips Financial Management
Indiana
$50.2M +$2.18M +7,964 +5%
NA
215
NewEdge Advisors
Louisiana
$49.7M +$9.09M +33,251 +23%
HFBOT
216
Home Federal Bank of Tennessee
Tennessee
$49.4M -$1.18M -4,316 -2%
Chevy Chase Trust
217
Chevy Chase Trust
Maryland
$49M -$41.3M -150,930 -48%
FMII
218
Farmers & Merchants Investments Inc
Nebraska
$48.6M +$485K +1,773 +1%
CC
219
Courier Capital
New York
$48.3M +$154K +562 +0.3%
DADC
220
D.A. Davidson & Co
Montana
$48.3M -$5.07M -18,542 -10%
LNC
221
Lincoln National Corp
Pennsylvania
$48.2M +$4.84M +17,707 +12%
MFS
222
McNamara Financial Services
Massachusetts
$47.7M +$104K +380 +0.2%
AQR Capital Management
223
AQR Capital Management
Connecticut
$47.3M +$18.7M +68,348 +70%
WMA
224
White Mountains Advisors
Connecticut
$47.2M
WT
225
Whittier Trust
California
$47M +$4M +14,643 +10%