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
PT
2601
Plimoth Trust
Massachusetts
$584K -$12.8K -23 -2%
IHWM
2602
Iron Horse Wealth Management
Iowa
$583K +$58.4K +105 +12%
T
2603
Tidemark
California
$582K +$33.9K +61 +6%
DFA
2604
Delta Financial Advisors
Louisiana
$581K +$3.89K +7 +0.7%
PAM
2605
Peninsula Asset Management
Florida
$581K – – –
MPCG
2606
Matrix Private Capital Group
New York
$579K -$5K -9 -0.9%
MSFP
2607
Mark Sheptoff Financial Planning
Connecticut
$578K +$41.1K +74 +8%
FSA
2608
Financial Security Advisor
Virginia
$577K +$1.67K +3 +0.3%
GG
2609
Gleason Group
Kentucky
$577K +$1.11K +2 +0.2%
DA
2610
Dash Acquisitions
California
$576K – – –
UBV
2611
United Bank (Virginia)
Virginia
$575K – – –
CPC
2612
Consolidated Planning Corp
Georgia
$575K – – –
FA
2613
Fiduciary Alliance
South Carolina
$574K -$13.3K -24 -2%
SPWG
2614
Sage Private Wealth Group
Illinois
$574K -$30.6K -55 -5%
ESBC
2615
E.S. Barr & Co
Kentucky
$572K +$117K +211 +27%
SP
2616
Stonebrook Private
Michigan
$572K +$1.67K +3 +0.3%
GLR
2617
Great Lakes Retirement
Ohio
$567K -$308K -554 -36%
CSB
2618
City State Bank
Iowa
$566K -$21.7K -39 -4%
CWM
2619
Compass Wealth Management
Connecticut
$565K -$55.6K -100 -9%
PIA
2620
Petredis Investment Advisors
Pennsylvania
$564K +$544K +978 New
CA
2621
Cambridge Advisors
Nebraska
$561K – – –
FNT
2622
First Nebraska Trust
Nebraska
$561K – – –
MGWA
2623
Monument Group Wealth Advisors
Massachusetts
$561K +$37.3K +67 +7%
HAIM
2624
Hunter Associates Investment Management
Pennsylvania
$559K – – –
BB
2625
Bell Bank
North Dakota
$551K +$32.2K +58 +6%
103 104
105
106 107