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
PIM
2701
Penobscot Investment Management
Massachusetts
$319K +$4.48K +10 +2%
UF
2702
Univest Financial
Pennsylvania
$318K +$5.82K +13 +2%
LWMG
2703
Levy Wealth Management Group
Pennsylvania
$318K +$1.79K +4 +0.6%
FA
2704
FSA Advisors
Michigan
$318K +$298K +665 New
HTHT
2705
Hemenway Trust Hemenway Trust
New Hampshire
$317K -$4.48K -10 -1%
GOCP
2706
Great Oak Capital Partners
Massachusetts
$317K +$297K +664 New
FNBTCON
2707
First National Bank & Trust Co of Newtown
Pennsylvania
$317K -$53.7K -120 -15%
OPPS
2708
Obsidian Personal Planning Solutions
Maryland
$316K – – –
TAM
2709
Taurus Asset Management
New York
$314K +$30.4K +68 +12%
AIS
2710
AM Investment Strategies
Tennessee
$311K +$448 +1 +0.2%
CP
2711
Castleview Partners
Texas
$311K -$6.27K -14 -2%
BCM
2712
BluePath Capital Management
Georgia
$311K +$7.61K +17 +3%
SCM
2713
Stonehearth Capital Management
Massachusetts
$310K – – –
PHS
2714
Pekin Hardy Strauss
Illinois
$308K – – –
NA
2715
Nordwand Advisors
Pennsylvania
$306K +$67.6K +151 +31%
FMTCOCP
2716
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$303K -$22.4K -50 -7%
SFG
2717
Synergy Financial Group
California
$303K – – –
LFA
2718
Lauterbach Financial Advisors
Texas
$302K +$283K +633 New
WA
2719
WestEnd Advisors
North Carolina
$301K +$113K +252 +67%
TWM
2720
TriaGen Wealth Management
California
$300K +$9.85K +22 +4%
LF
2721
LifeSteps Financial
California
$299K – – –
NPA
2722
Nichols & Pratt Advisers
Massachusetts
$299K – – –
ACA
2723
American Capital Advisory
Idaho
$297K +$278K +622 New
CHC
2724
City Holding Co
West Virginia
$297K -$1.34K -3 -0.5%
BC
2725
Brio Consultants
California
$297K +$2.24K +5 +0.8%
107 108
109
110 111