IVV icon

iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
WIA
2876
Westbourne Investment Advisors
Maryland
$983K -$40.7K -60 -4%
EIP
2877
Essential Investment Partners
Colorado
$983K +$974K +1,435 New
MFWP
2878
Mosaic Family Wealth Partners
Missouri
$981K -$195K -287 -17%
MWM
2879
Meritas Wealth Management
California
$980K -$10.9K -16 -1%
VWM
2880
VCI Wealth Management
Missouri
$979K +$135K +199 +16%
FFG
2881
Fiduciary Financial Group
California
$974K +$19K +28 +2%
PFA
2882
Portland Financial Advisors
New York
$973K -$44.1K -65 -4%
PMG
2883
ProVise Management Group
Florida
$973K -$81.5K -120 -8%
DAM
2884
Delta Asset Management
Tennessee
$973K -$145K -214 -13%
BWM
2885
Baron Wealth Management
Michigan
$972K +$729K +1,073 +310%
PIFP
2886
Partners in Financial Planning
Virginia
$970K +$679 +1 +0.1%
BW
2887
BXM Wealth
Colorado
$964K +$661K +973 +224%
GWA
2888
Gutierrez Wealth Advisory
Arkansas
$964K +$154K +227 +19%
BSI
2889
Bennett Selby Investments
Maine
$964K – – –
RA
2890
Range Advisory
Virginia
$962K +$953K +1,404 New
CCG
2891
Chatham Capital Group
Georgia
$960K -$2.04K -3 -0.2%
PRI
2892
Prepared Retirement Institute
Pennsylvania
$960K -$4.75K -7 -0.5%
NIA
2893
NBZ Investment Advisors
Tennessee
$957K – – –
FEM
2894
Fulcrum Equity Management
Texas
$956K -$93K -137 -9%
RSEWM
2895
River's Edge Wealth Management
Pennsylvania
$956K +$948K +1,396 New
AWA
2896
Amplius Wealth Advisors
Pennsylvania
$956K +$3.4K +5 +0.4%
IC
2897
Inscription Capital
Texas
$956K +$6.79K +10 +0.7%
OWP
2898
ORG Wealth Partners
Texas
$956K -$44.8K -66 -5%
GC
2899
Gibson Capital
Pennsylvania
$953K – – –
SIAS
2900
Summit Investment Advisory Services
Minnesota
$953K +$14.9K +22 +2%
114 115
116
117 118