We are live on ! Find out more
IVV icon

iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MRCM
2351
M&R Capital Management
New Jersey
$351K – – –
SFFS
2352
Stonehage Fleming Financial Services
Jersey
$349K -$11.8M -29,378 -97%
GC
2353
Garde Capital
Washington
$347K -$20.4K -51 -6%
RA
2354
Rise Advisors
New York
$346K -$14.8K -37 -4%
DFA
2355
Delta Financial Advisors
Louisiana
$344K +$25.7K +64 +8%
NWA
2356
Navis Wealth Advisors
New York
$344K +$4.81K +12 +1%
WA
2357
WealthTrust Axiom
Pennsylvania
$344K +$18.8K +47 +6%
MAM
2358
McLean Asset Management
Virginia
$343K -$89K -222 -21%
UBS AM
2359
UBS AM
Illinois
$342K +$333K +831 New
IHWM
2360
Iron Horse Wealth Management
Iowa
$341K – – –
FPGT
2361
Financial Partners Group (Tennessee)
Tennessee
$341K +$1.2K +3 +0.4%
MAWA
2362
Moss Adams Wealth Advisors
Washington
$340K +$9.62K +24 +3%
GWSG
2363
GPS Wealth Strategies Group
Colorado
$339K +$331K +825 New
RCS
2364
Retirement Capital Strategies
California
$339K – – –
AIM
2365
Avity Investment Management
Connecticut
$337K – – –
OFP
2366
OLIO Financial Planning
Virginia
$336K +$78.2K +195 +31%
CNC
2367
Citizens & Northern Corp
Pennsylvania
$335K – – –
MA
2368
Mezzasalma Advisors
New Jersey
$334K -$11.2K -28 -3%
RCG
2369
Regatta Capital Group
California
$333K – – –
HVIA
2370
Hudson Valley Investment Advisors
New York
$333K -$63.3K -158 -16%
TPW
2371
TL Private Wealth
Texas
$332K -$16.8K -42 -5%
CWA
2372
Continuum Wealth Advisors
New York
$328K -$8.02K -20 -2%
GWAG
2373
Garrett Wealth Advisory Group
Texas
$326K – – –
AC
2374
AIFG Consultants
New York
$326K +$401 +1 +0.1%
SMH
2375
Sanders Morris Harris
Texas
$326K +$318K +793 New