IVV icon

iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
BMA
2901
Brooks Moore & Associates
Tennessee
$952K -$91.7K -135 -9%
CANC
2902
Culbertson A N & Co
Virginia
$952K -$6.79K -10 -0.7%
KWM
2903
KFG Wealth Management
Indiana
$950K -$20.4K -30 -2%
TFG
2904
Team Financial Group
California
$948K +$97.1K +143 +12%
JDLA
2905
J. Derek Lewis & Associates
California
$948K +$940K +1,384 New
NDSI
2906
Newman Dignan & Sheerar Inc
Rhode Island
$947K – – –
CWM
2907
Collaborative Wealth Management
Florida
$946K +$79.5K +117 +9%
PWA
2908
Prairie Wealth Advisors
Nebraska
$943K -$919K -1,354 Closed
AV
2909
Aspiring Ventures
Ohio
$942K +$76.1K +112 +9%
MIA
2910
MeadowBrook Investment Advisors
Michigan
$941K – – –
PF
2911
Penney Financial
Texas
$941K – – –
WKWM
2912
Walter & Keenan Wealth Management
Indiana
$940K +$2.04K +3 +0.2%
BI
2913
Bradyco Inc
Massachusetts
$940K -$226K -333 -20%
TC
2914
Tenret Company
Florida
$939K – – –
HIP
2915
Harrell Investment Partners
Texas
$936K +$54.3K +80 +6%
TA
2916
TrueWealth Advisors
Alabama
$936K +$37.3K +55 +4%
TCM
2917
Tandem Capital Management
New Jersey
$936K +$105K +155 +13%
RWM
2918
RMG Wealth Management
Wisconsin
$934K +$31.2K +46 +3%
JBA
2919
Johnson Bixby & Associates
Washington
$932K -$65.9K -97 -7%
IWA
2920
Invera Wealth Advisors
Oregon
$931K -$108K -159 -10%
PFG
2921
Prosperity Financial Group
California
$931K -$2.72K -4 -0.3%
FA
2922
Fermata Advisors
California
$930K -$153K -226 -14%
DFA
2923
DHJJ Financial Advisors
Illinois
$928K -$20.4K -30 -2%
PP
2924
Pearl Planning
Michigan
$927K +$919K +1,353 New
CISOA
2925
Capital Investment Services of America
Wisconsin
$925K +$59.1K +87 +7%
115 116
117
118 119