IVV icon

iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
2801
Addison Advisors
Vermont
$1.08M +$42.8K +63 +4%
SIC
2802
SJS Investment Consulting
Ohio
$1.08M +$164K +242 +18%
BMM
2803
Berkshire Money Management
Massachusetts
$1.07M +$1.07M +1,569 New
IFO
2804
Independent Family Office
New York
$1.07M – – –
TWM
2805
Tanager Wealth Management
United Kingdom
$1.07M – – –
CCG
2806
Ceeto Capital Group
Florida
$1.07M -$158K -233 -13%
RAM
2807
Ramirez Asset Management
New York
$1.07M – – –
DW
2808
Dodds Wealth
Colorado
$1.06M +$2.04K +3 +0.2%
SA
2809
Sincerus Advisory
New York
$1.06M -$6.79K -10 -0.6%
RCM
2810
RMR Capital Management
California
$1.06M – – –
SI
2811
Stirlingshire Investments
New York
$1.06M +$1.05M +1,551 New
CCM
2812
Charter Capital Management
Wisconsin
$1.06M +$40.7K +60 +4%
IFS
2813
Ifrah Financial Services
Arkansas
$1.06M -$17K -25 -2%
RTC
2814
Real Talk Capital
Tennessee
$1.06M -$122K -180 -10%
SWM
2815
Silverlake Wealth Management
Vermont
$1.05M +$376K +554 +56%
TAM
2816
Tucker Asset Management
Colorado
$1.05M +$29.2K +43 +3%
PFM
2817
Potomac Fund Management
Florida
$1.05M -$250K -368 -19%
WAM
2818
Worth Asset Management
Texas
$1.05M – – –
FWA
2819
Flagship Wealth Advisors
Massachusetts
$1.05M -$679 -1 -0.1%
VCAM
2820
Van Cleef Asset Management
Ohio
$1.05M +$31.2K +46 +3%
WIM
2821
Warwick Investment Management
Texas
$1.05M +$9.51K +14 +0.9%
KAM
2822
Karani Asset Management
New York
$1.04M – – –
PFA
2823
Pathway Financial Advisors
Vermont
$1.04M – – –
WAOTB
2824
Wealth Advisors of Tampa Bay
Florida
$1.04M +$679 +1 +0.1%
LHWM
2825
Lake Hills Wealth Management
Texas
$1.04M – – –
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113
114 115