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
DWA
2701
Douglass Winthrop Advisors
New York
$1.26M +$91.7K +135 +8%
SMG
2702
Smart Money Group
Texas
$1.26M -$19.7K -29 -2%
T
2703
TrustBank
Illinois
$1.25M +$1.24M +1,831 New
MAM
2704
McLean Asset Management
Virginia
$1.25M – – –
RPGNY
2705
Retirement Planning Group (New York)
New York
$1.25M -$3.4K -5 -0.3%
CHAM
2706
Clear Harbor Asset Management
Connecticut
$1.25M -$314K -462 -20%
CWA
2707
Crux Wealth Advisors
California
$1.24M -$29.2K -43 -2%
BF
2708
Brooklyn FI
New York
$1.24M +$47.5K +70 +4%
RWA
2709
Roberts Wealth Advisors
California
$1.24M -$34K -50 -3%
CAM
2710
Close Asset Management
United Kingdom
$1.24M -$118K -174 -9%
CAG
2711
Centerpoint Advisory Group
Kansas
$1.24M +$222K +327 +22%
LPP
2712
Life Planning Partners
Florida
$1.24M +$143K +210 +13%
SCM
2713
SB Capital Management
California
$1.24M +$1.23M +1,808 New
AWMS
2714
Advocacy Wealth Management Services
Georgia
$1.23M – – –
JC
2715
JM2 Capital
Oklahoma
$1.23M +$1.22M +1,801 New
SC
2716
Shearwater Capital
Colorado
$1.23M +$261K +384 +27%
NF
2717
Nvest Financial
New Hampshire
$1.23M +$263K +388 +28%
PCI
2718
Planning Center Inc
Illinois
$1.22M – – –
SFP
2719
SwitchPoint Financial Planning
Utah
$1.22M – – –
BWM
2720
Birchcreek Wealth Management
Ohio
$1.22M -$169K -249 -12%
IPW
2721
IronBridge Private Wealth
Texas
$1.22M – – –
SGFG
2722
Silver Grove Financial Group
New York
$1.22M +$65.9K +97 +6%
CBB
2723
Citizens Business Bank
California
$1.22M – – –
AP
2724
Atwood & Palmer
Missouri
$1.22M – – –
CNFG
2725
Creegan & Nassoura Financial Group
New Hampshire
$1.22M -$87.6K -129 -7%
107 108
109
110 111