IVV icon

iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CNFG
2501
Creegan & Nassoura Financial Group
New Hampshire
$1.27M – – –
RK
2502
Rather & Kittrell
Tennessee
$1.27M +$86.9K +135 +8%
SL
2503
Summitry LLC
California
$1.27M +$644 +1 +0.1%
JSA
2504
Jim Saulnier & Associates
Colorado
$1.27M -$20.6K -32 -2%
PFM
2505
Potomac Fund Management
Florida
$1.27M -$89.5K -139 -7%
RFS
2506
Richardson Financial Services
Massachusetts
$1.27M +$1.48M +2,295 +546%
CWM
2507
CCG Wealth Management
California
$1.26M -$171K -266 -12%
RFA
2508
Register Financial Advisors
Georgia
$1.26M +$23.2K +36 +2%
PCM
2509
Princeton Capital Management
New Jersey
$1.25M – – –
AWM
2510
Absher Wealth Management
North Carolina
$1.25M +$1.21M +1,873 New
CWM
2511
Chicago Wealth Management
Illinois
$1.25M – – –
CIM
2512
Cambria Investment Management
California
$1.25M +$119K +184 +11%
RFA
2513
Rollins Financial Advisors
New York
$1.25M +$15.5K +24 +1%
BWP
2514
Barlow Wealth Partners
Kentucky
$1.25M – – –
SVCP
2515
Silicon Valley Capital Partners
California
$1.25M +$3.86K +6 +0.3%
SMG
2516
Smart Money Group
Texas
$1.25M +$3.86K +6 +0.3%
RWA
2517
Roberts Wealth Advisors
California
$1.25M -$1.93K -3 -0.2%
CWA
2518
Crux Wealth Advisors
California
$1.25M +$10.9K +17 +0.9%
CP
2519
Clarendon Private
Massachusetts
$1.24M -$257K -399 -18%
CSF
2520
Capital Squared Financial
Maryland
$1.24M +$2.58K +4 +0.2%
CS
2521
Cannell & Spears
New York
$1.24M – – –
AIA
2522
Aventus Investment Advisors
Florida
$1.24M – – –
RPGNY
2523
Retirement Planning Group (New York)
New York
$1.22M +$50.9K +79 +5%
IPW
2524
IronBridge Private Wealth
Texas
$1.22M – – –
FPWM
2525
FSB Premier Wealth Management
Iowa
$1.22M -$41.2K -64 -3%
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