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
PMG
2876
Private Management Group
California
$618K -$11.5K -20 -2%
BC
2877
Bowman & Company
Wisconsin
$617K +$213K +371 +60%
TSWM
2878
Triangle Securities Wealth Management
North Carolina
$616K +$287K +500 +102%
FFA
2879
Frazier Financial Advisors
Ohio
$615K -$16.7K -29 -3%
KCFA
2880
Key Client Fiduciary Advisors
New Jersey
$613K -$8.61K -15 -1%
TSW
2881
Thompson Siegel & Walmsley
Virginia
$613K +$24.1K +42 +4%
MGWA
2882
Monument Group Wealth Advisors
Massachusetts
$613K +$1.15K +2 +0.2%
VWA
2883
Valued Wealth Advisors
Utah
$612K -$69.5K -121 -11%
RCP
2884
Rothschild Capital Partners
New York
$612K +$23K +40 +4%
CC
2885
Cypress Capital
Tennessee
$612K – – –
TA
2886
TrueWealth Advisors
Alabama
$610K -$255K -444 -31%
IPA
2887
Investment Planning Advisors
Georgia
$609K +$69.5K +121 +14%
FNT
2888
First Nebraska Trust
Nebraska
$604K – – –
PW
2889
Paladin Wealth
Minnesota
$604K +$154K +269 +38%
SI
2890
Stonekeep Investments
New Mexico
$600K -$30.4K -53 -5%
USWIA
2891
UP Strategic Wealth Investment Advisors
Pennsylvania
$599K +$13.8K +24 +3%
ACA
2892
Anchor Capital Advisors
Massachusetts
$597K -$25.8K -45 -4%
BA
2893
BIP Alliance
Georgia
$597K – – –
PP
2894
Prosperity Planning
Missouri
$595K -$294K -512 -35%
AIA
2895
AssuredPartners Investment Advisors
Florida
$593K -$419K -729 -43%
USB
2896
Union Savings Bank
Connecticut
$591K +$34.5K +60 +7%
UBP
2897
Union Bancaire Privee
Switzerland
$590K -$327K -569 -32%
ACIM
2898
Azimuth Capital Investment Management
Michigan
$589K -$10.3K -18 -2%
AMBIA
2899
Allen Mooney & Barnes Investment Advisors
Georgia
$588K -$5.17K -9 -0.9%
CA
2900
Cambridge Advisors
Nebraska
$588K -$14.9K -26 -3%
114 115
116
117 118