IVV icon

iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
FWA
2576
Flagship Wealth Advisors
Massachusetts
$983K +$988K +1,670 New
MGWM
2577
Marks Group Wealth Management
Minnesota
$981K -$85.2K -144 -8%
SFP
2578
Sandbox Financial Partners
Maryland
$974K +$10.7K +18 +1%
PWA
2579
Prairie Wealth Advisors
Nebraska
$971K +$50.9K +86 +5%
MHIC
2580
Marble Harbor Investment Counsel
Massachusetts
$969K -$702K -1,186 -42%
WAOTB
2581
Wealth Advisors of Tampa Bay
Florida
$969K – – –
I
2582
InvesTrust
Oklahoma
$969K +$970K +1,639 New
FNB
2583
Farmers National Bank
Kentucky
$967K +$973K +1,643 New
RCM
2584
RMR Capital Management
California
$964K – – –
PS
2585
Portfolio Strategies
New York
$961K +$13.6K +23 +1%
PPW
2586
Parcion Private Wealth
Washington
$959K – – –
LPP
2587
Life Planning Partners
Florida
$959K – – –
BMD
2588
Better Money Decisions
New Mexico
$958K -$7.1K -12 -0.7%
SL
2589
Summitry LLC
California
$958K +$1.18K +2 +0.1%
BMA
2590
Brooks Moore & Associates
Tennessee
$957K – – –
SP
2591
Sequent Planning
Nebraska
$956K +$80.5K +136 +9%
MHWM
2592
Montz Harcus Wealth Management
Louisiana
$956K +$6.51K +11 +0.7%
1WA
2593
180 Wealth Advisors
Washington
$955K -$322K -544 -25%
HCP
2594
Hexagon Capital Partners
Arkansas
$955K +$84.1K +142 +10%
VV
2595
Verity & Verity
South Carolina
$952K +$59.2K +100 +7%
AIS
2596
American Investment Services
Massachusetts
$951K -$17.8K -30 -2%
IFS
2597
Ifrah Financial Services
Arkansas
$950K +$1.18K +2 +0.1%
RRCM
2598
Rappaport Reiches Capital Management
Illinois
$948K – – –
VC
2599
Veracity Capital
Georgia
$948K +$69.8K +118 +8%
HFAS
2600
Hummer Financial Advisory Services
Illinois
$948K – – –
102 103
104
105 106