We are live on ! Find out more
IVV icon

iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIC
2326
SJS Investment Consulting
Ohio
$428K +$211K +500 +109%
FNT
2327
First Nebraska Trust
Nebraska
$427K – – –
ACM
2328
Altrius Capital Management
North Carolina
$425K +$17.3K +41 +4%
WA
2329
Wealthstream Advisors
New York
$423K +$843 +2 +0.2%
RCG
2330
Regatta Capital Group
California
$422K +$33.7K +80 +9%
WP
2331
Wealthspan Partners
Iowa
$422K -$293K -696 -42%
AP
2332
Americana Partners
Texas
$421K +$147K +350 +59%
CA
2333
Cambridge Advisors
Nebraska
$420K – – –
HP
2334
Hyperion Partners
Pennsylvania
$420K – – –
TNA
2335
True North Advisors
Texas
$420K -$31.2K -74 -7%
TWM
2336
Tanager Wealth Management
United Kingdom
$419K – – –
Vanguard Personalized Indexing Management
2337
Vanguard Personalized Indexing Management
California
$417K – – –
HCMG
2338
Howard Capital Management Group
California
$416K -$89.8K -213 -19%
NIM
2339
Nicollet Investment Management
Minnesota
$415K – – –
TWA
2340
Talisman Wealth Advisors
New Jersey
$415K +$843 +2 +0.2%
LWM
2341
Lodestone Wealth Management
Washington
$414K -$14.3K -34 -4%
MG
2342
MilWealth Group
Wisconsin
$413K -$19.8K -47 -5%
BFS
2343
Beacon Financial Strategies
North Carolina
$412K – – –
SEIA
2344
Signature Estate & Investment Advisors
California
$412K -$40.5K -96 -9%
CNBT
2345
Cornerstone National Bank & Trust
Illinois
$411K – – –
MA
2346
MAS Advisors
Florida
$410K -$15.2K -36 -4%
OFP
2347
OLIO Financial Planning
Virginia
$408K +$40.9K +97 +12%
FSA
2348
Financial Sense Advisors
California
$406K -$56K -133 -13%
RCG
2349
Rock Creek Group
District of Columbia
$406K -$214K -507 -36%
SAM
2350
Sequent Asset Management
Texas
$405K – – –