We are live on ! Find out more
IVV icon

iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
APIM
2526
Agate Pass Investment Management
Washington
$1.11M -$54K -94 -5%
SFP
2527
SwitchPoint Financial Planning
Utah
$1.11M +$680K +1,185 +198%
EPIM
2528
Evelyn Partners Investment Management
$1.11M +$264K +460 +35%
CBB
2529
Citizens Business Bank
California
$1.1M – – –
GC
2530
Guidance Capital
Kentucky
$1.1M -$91.3K -159 -8%
JSAM
2531
J. Safra Asset Management
New York
$1.1M +$1.02M +1,771 New
RK
2532
Rather & Kittrell
Tennessee
$1.1M +$6.32K +11 +0.6%
AP
2533
Atwood & Palmer
Missouri
$1.09M – – –
PWP
2534
Principle Wealth Partners
Connecticut
$1.09M +$150K +261 +17%
RPGNY
2535
Retirement Planning Group (New York)
New York
$1.09M +$83.8K +146 +9%
RIL
2536
Rothschild Investment LLC
Illinois
$1.09M -$36.2K -63 -3%
TFA
2537
TPG Financial Advisors
Oregon
$1.09M -$63.7K -111 -6%
LC
2538
Lavaca Capital
Texas
$1.08M -$24.7K -43 -2%
MAM
2539
McLean Asset Management
Virginia
$1.08M +$171K +298 +21%
RPA
2540
Rock Point Advisors
Vermont
$1.08M +$176K +307 +21%
BMD
2541
Better Money Decisions
New Mexico
$1.08M -$1.72K -3 -0.2%
T
2542
Transce3nd
Texas
$1.08M -$83.3K -145 -8%
CG
2543
CFO4Life Group
Texas
$1.08M – – –
OWA
2544
Octavia Wealth Advisors
Ohio
$1.08M -$1M -1,749 -50%
BF
2545
Brooklyn FI
New York
$1.08M +$997K +1,736 New
CCP
2546
Clarity Capital Partners
California
$1.08M -$122K -212 -11%
PAG
2547
Poinciana Advisors Group
Florida
$1.07M +$758K +1,321 +324%
TCCM
2548
Timber Creek Capital Management
Massachusetts
$1.07M -$4.59K -8 -0.5%
MFGM
2549
Marshall Financial Group (Maryland)
Maryland
$1.07M +$1.72K +3 +0.2%
WWG
2550
West Wealth Group
California
$1.07M +$346K +602 +56%
100 101
102
103 104