IVV icon

iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SSIM
2601
Sheets Smith Investment Management
Texas
$1.06M +$1.02M +1,587 New
FA
2602
Fermata Advisors
California
$1.06M -$3.85M -5,978 -79%
IFS
2603
Ifrah Financial Services
Arkansas
$1.05M +$29K +45 +3%
DCA
2604
DSG Capital Advisors
Minnesota
$1.05M -$76K -118 -7%
IFO
2605
Independent Family Office
New York
$1.05M – – –
COI
2606
Connable Office Inc
Michigan
$1.05M +$12.9K +20 +1%
PAG
2607
Powers Advisory Group
Illinois
$1.05M +$56K +87 +6%
PS
2608
Portfolio Strategies
New York
$1.05M – – –
TWM
2609
Tanager Wealth Management
United Kingdom
$1.05M – – –
SA
2610
Sincerus Advisory
New York
$1.05M -$1.93K -3 -0.2%
VWA
2611
VSM Wealth Advisory
Maryland
$1.05M +$76.6K +119 +8%
AAS
2612
Asset Allocation Strategies
Michigan
$1.04M -$76K -118 -7%
CCT
2613
Capital City Trust
Florida
$1.04M – – –
BFA
2614
Bill Few Associates
Pennsylvania
$1.04M -$218K -338 -18%
RAM
2615
Ramirez Asset Management
New York
$1.04M – – –
SA
2616
Skyline Advisors
Washington
$1.04M -$243K -377 -20%
IWN
2617
Independent Wealth Network
Iowa
$1.04M -$5.8K -9 -0.6%
RCM
2618
RMR Capital Management
California
$1.04M – – –
DW
2619
Dodds Wealth
Colorado
$1.04M -$26.4K -41 -3%
CC
2620
Commons Capital
Massachusetts
$1.04M +$45.7K +71 +5%
PMG
2621
ProVise Management Group
Florida
$1.03M +$1.29K +2 +0.1%
AGP
2622
Autumn Glory Partners
Texas
$1.03M – – –
RFN
2623
Redwood Financial Network
Ohio
$1.03M -$162K -252 -14%
FEM
2624
Fulcrum Equity Management
Texas
$1.03M +$13.5K +21 +1%
FWA
2625
Flagship Wealth Advisors
Massachusetts
$1.03M -$3.86K -6 -0.4%