We are live on ! Find out more
IVV icon

iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SCM
2276
Sage Capital Management
New Jersey
$966K +$1.05K +2 +0.1%
AFO
2277
Arrowroot Family Office
California
$963K -$179K -341 -16%
APIM
2278
Agate Pass Investment Management
Washington
$961K +$38.9K +74 +4%
JE
2279
JMAC Enterprises
Pennsylvania
$961K -$1.05K -2 -0.1%
OWA
2280
Opal Wealth Advisors
New York
$959K -$253K -481 -22%
CBB
2281
Citizens Business Bank
California
$958K
TAM
2282
Tocqueville Asset Management
New York
$956K -$227K -432 -20%
PCMC
2283
Private Capital Management (Colorado)
Colorado
$952K -$634K -1,206 -41%
WAOTB
2284
Wealth Advisors of Tampa Bay
Florida
$950K
LJAC
2285
L.J. Altfest & Co
New York
$948K +$251K +478 +38%
ST
2286
Spinnaker Trust
Maine
$946K +$311K +592 +52%
AWMS
2287
Advocacy Wealth Management Services
Georgia
$945K -$290K -551 -24%
NL
2288
Navalign LLC
California
$944K -$327K -622 -27%
KWM
2289
Kolinsky Wealth Management
New Jersey
$943K -$697K -1,326 -43%
FWP
2290
Falcon Wealth Planning
California
$943K +$45.7K +87 +5%
RZH
2291
Relyea Zuckerberg Hanson
Connecticut
$942K +$44.7K +85 +5%
CAAS
2292
Capital Asset Advisory Services
Michigan
$938K -$486K -925 -36%
AIS
2293
American Investment Services
Massachusetts
$936K -$41.5K -79 -4%
TCCM
2294
Timber Creek Capital Management
Massachusetts
$934K
AP
2295
Adero Partners
California
$932K -$186K -353 -17%
GL
2296
Gerber LLC
Ohio
$931K +$526 +1 +0.1%
IWS
2297
Insight Wealth Strategies
California
$930K +$119K +226 +15%
WIM
2298
Waverton Investment Management
United Kingdom
$927K
NEWAS
2299
N.E.W. Advisory Services
Wisconsin
$927K +$15.2K +29 +2%
KFP
2300
Keener Financial Planning
Texas
$923K