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
CF
2676
Copperwynd Financial
Arizona
$396K +$70.6K +141 +23%
BFA
2677
Buttonwood Financial Advisors
Maryland
$395K -$4.5K -9 -1%
IC
2678
Innealta Capital
Texas
$395K – – –
WIC
2679
Wilkins Investment Counsel
Massachusetts
$394K +$375K +750 New
NAMP
2680
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$394K – – –
RWB
2681
RMR Wealth Builders
New Jersey
$393K +$119K +237 +46%
PAWA
2682
Palo Alto Wealth Advisors
California
$393K +$1K +2 +0.3%
MIP
2683
Marietta Investment Partners
Wisconsin
$392K -$10K -20 -3%
BBI
2684
Baxter Bros Inc
Connecticut
$390K – – –
BFWM
2685
Bright Futures Wealth Management
New York
$388K +$353K +706 New
1CP
2686
17 Capital Partners
Arizona
$388K -$344K -687 -48%
DA
2687
Dover Advisors
Virginia
$388K +$369K +738 New
OHWP
2688
Oak Harbor Wealth Partners
North Carolina
$386K – – –
CFS
2689
CGC Financial Services
Oregon
$384K +$24K +48 +7%
JWBC
2690
J.W. Burns & Co
New York
$384K – – –
CAM
2691
Columbia Asset Management
Michigan
$384K – – –
SHFA
2692
SS&H Financial Advisors
Michigan
$384K – – –
AA
2693
Apriem Advisors
California
$383K -$332K -664 -48%
PAM
2694
Palisade Asset Management
Minnesota
$383K +$364K +728 New
SWM
2695
SFG Wealth Management
Maryland
$382K +$74.6K +149 +26%
MTC
2696
Matrix Trust Company
Colorado
$382K -$11.5K -23 -3%
NAMM
2697
NorthStar Asset Management (Massachusetts)
Massachusetts
$382K – – –
MG
2698
MilWealth Group
Wisconsin
$381K -$46.5K -93 -11%
KWM
2699
Keating Wealth Management
Colorado
$381K – – –
RWM
2700
Revisor Wealth Management
Ohio
$378K +$377K +753 New
106 107
108
109 110