IVV icon

iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
LJHT
2926
Laurie J. Hall Trustee
$501K -$420K -712 -44%
WH
2927
Willner & Heller
California
$501K -$5.91K -10 -1%
KV
2928
Kickstand Ventures
New York
$499K -$27.2K -46 -5%
CRWM
2929
Castle Rock Wealth Management
California
$499K – – –
PCM
2930
Pointe Capital Management
Michigan
$499K – – –
LWM
2931
Lodestone Wealth Management
Washington
$498K – – –
WA
2932
WestEnd Advisors
North Carolina
$495K -$407K -689 -44%
SCM
2933
Sollinda Capital Management
Florida
$492K -$2.36K -4 -0.5%
CWM
2934
Challenger Wealth Management
California
$492K +$1.77K +3 +0.3%
CP
2935
Covenant Partners
Tennessee
$492K – – –
AIM
2936
Avity Investment Management
Connecticut
$492K +$3.54K +6 +0.7%
HWMO
2937
Heritage Wealth Management (Ohio)
Ohio
$491K -$21.8K -37 -4%
RCS
2938
Retirement Capital Strategies
California
$491K +$1.77K +3 +0.3%
GWA
2939
GGM Wealth Advisors
Maryland
$490K +$2.95K +5 +0.6%
USB
2940
Union Savings Bank
Connecticut
$489K – – –
PPWM
2941
Perissos Private Wealth Management
Oklahoma
$489K +$514K +870 New
DCM
2942
Davis Capital Management
Florida
$487K +$14.2K +24 +3%
WCM
2943
Whitener Capital Management
North Carolina
$486K – – –
KWM
2944
Kiker Wealth Management
Georgia
$485K +$99.8K +169 +24%
WIM
2945
Warwick Investment Management
Texas
$485K – – –
FSG
2946
Financial Strategies Group
Michigan
$485K – – –
AZ
2947
Alpha Zero
Florida
$483K -$2.36K -4 -0.5%
BIG
2948
Brooklyn Investment Group
New York
$483K +$465K +787 +1,078%
IPA
2949
Investment Planning Advisors
Georgia
$483K – – –
HIC
2950
Holderness Investments Company
North Carolina
$480K – – –
116 117
118
119 120