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
GF
2801
GGM Financials
Ohio
$623K -$30.1K -51 -4%
VWA
2802
Valued Wealth Advisors
Utah
$622K +$68.5K +116 +12%
IWP
2803
Innova Wealth Partners
Pennsylvania
$621K -$35.4K -60 -5%
TWD
2804
True Wealth Design
Ohio
$621K – – –
FFWM
2805
Future Financial Wealth Management
Ohio
$619K – – –
PWS
2806
Proactive Wealth Strategies
Georgia
$619K +$14.2K +24 +2%
MEAC
2807
M.E. Allison & Co
Texas
$617K – – –
CPG
2808
Cornerstone Planning Group
New Jersey
$615K +$244K +414 +57%
FCM
2809
Fourpath Capital Management
Oklahoma
$612K -$20.7K -35 -3%
TWP
2810
Total Wealth Planning
Ohio
$611K – – –
CWP
2811
Concord Wealth Partners
Virginia
$610K -$16.5K -28 -3%
IC
2812
Inscription Capital
Texas
$609K +$684K +1,159 New
AA
2813
Apriem Advisors
California
$609K -$3.54K -6 -0.6%
WWA
2814
Wealth Watch Advisors
Colorado
$608K -$396K -670 -38%
TA
2815
TPG Advisors
Illinois
$608K -$23K -39 -3%
WOC
2816
West Oak Capital
California
$607K – – –
HDIM
2817
Hanson & Doremus Investment Management
Vermont
$607K – – –
NA
2818
Nestegg Advisors
New York
$607K -$39.6K -67 -6%
UBG
2819
United Bank (Georgia)
Georgia
$606K +$591 +1 +0.1%
WWG
2820
West Wealth Group
California
$606K +$23K +39 +4%
SHA
2821
Seneca House Advisors
Virginia
$602K -$16.5K -28 -3%
NLP
2822
Next Level Private
New York
$602K +$1.18K +2 +0.2%
HPIA
2823
Hamilton Point Investment Advisors
North Carolina
$600K – – –
HA
2824
Hofer & Associates
California
$599K +$4.13K +7 +0.7%
TAM
2825
Townsend Asset Management
North Carolina
$598K -$139K -235 -18%
111 112
113
114 115