IVV icon

iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
2776
Mittelman Wealth Management
Massachusetts
$646K -$33.7K -57 -5%
ST
2777
Somerset Trust
Pennsylvania
$646K +$15.4K +26 +2%
SFP
2778
Strategic Financial Planning
Texas
$645K – – –
CPCM
2779
Cardinal Point Capital Management
Ontario, Canada
$644K +$88K +149 +15%
KCM
2780
KM Capital Management
Texas
$643K +$676K +1,145 New
AWM
2781
Activest Wealth Management
Florida
$643K +$10K +17 +2%
RGF
2782
Retirement Guys Formula
Ohio
$642K +$703K +1,191 New
MCA
2783
Midwest Capital Advisors
Michigan
$642K +$384K +651 +132%
OL
2784
one8zero8 LLC
North Carolina
$642K +$18.3K +31 +3%
NCFG
2785
New Century Financial Group
New Jersey
$641K -$4.86M -8,226 -88%
CIG
2786
Cullen Investment Group
Louisiana
$640K +$224K +380 +50%
RCM
2787
Radnor Capital Management
Pennsylvania
$640K +$29.5K +50 +5%
MADFP
2788
Michael A Dubis Financial Planning
Wisconsin
$639K – – –
MWM
2789
Manske Wealth Management
Texas
$638K +$247K +419 +59%
PS
2790
Pinney & Scofield
Massachusetts
$637K – – –
MP
2791
McDonald Partners
Ohio
$637K +$68.5K +116 +11%
MF
2792
Manuka Financial
Virginia
$636K – – –
ZIG
2793
Zuckerman Investment Group
Illinois
$634K +$2.95K +5 +0.4%
ACM
2794
Argent Capital Management
Missouri
$632K -$1.3M -2,198 -66%
HBT
2795
Hills Bank & Trust
Iowa
$630K +$36K +61 +6%
EFG
2796
Elm3 Financial Group
Georgia
$629K -$159K -270 -19%
GC
2797
Glenorchy Capital
Australia
$628K – – –
MWM
2798
Marion Wealth Management
Pennsylvania
$628K -$15.4K -26 -2%
WTFG
2799
Wells Trecaso Financial Group
Ohio
$625K +$211K +358 +47%
SPL
2800
Smart Portfolios LLC
Washington
$623K -$15.4K -26 -2%
110 111
112
113 114