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
T
2951
Tidemark
California
$621K – – –
GFWA
2952
Grey Fox Wealth Advisors
Delaware
$620K -$9.66K -15 -2%
BFS
2953
Beacon Financial Strategies
North Carolina
$619K – – –
TSW
2954
Thompson Siegel & Walmsley
Virginia
$618K -$41.2K -64 -6%
MSWM
2955
Mowery & Schoenfeld Wealth Management
Illinois
$617K – – –
PMG
2956
Private Management Group
California
$613K -$50.9K -79 -8%
LCM
2957
LVM Capital Management
Michigan
$613K +$8.37K +13 +1%
WH
2958
Willner & Heller
California
$613K -$1.29K -2 -0.2%
MPCG
2959
Matrix Private Capital Group
New York
$612K – – –
EA
2960
Eclectic Associates
California
$612K +$644 +1 +0.1%
M
2961
MATAURO
New York
$610K -$14.2K -22 -2%
MSFP
2962
Mark Sheptoff Financial Planning
Connecticut
$610K – – –
AWA
2963
A4 Wealth Advisors
North Carolina
$608K +$585K +909 New
AMBIA
2964
Allen Mooney & Barnes Investment Advisors
Georgia
$608K -$25.1K -39 -4%
JWM
2965
Jacksonville Wealth Management
Florida
$608K – – –
AWM
2966
Atticus Wealth Management
Florida
$607K +$216K +335 +59%
JAA
2967
Joel Adams & Associates
North Carolina
$607K +$2.58K +4 +0.4%
AWA
2968
Acorn Wealth Advisors
Michigan
$605K +$285K +442 +95%
RW
2969
RVW Wealth
California
$604K -$17.4K -27 -3%
MAWCM
2970
Mine & Arao Wealth Creation & Management
California
$604K +$1.93K +3 +0.3%
MFG
2971
Monte Financial Group
Connecticut
$603K -$10.9K -17 -2%
CCA
2972
Cravens & Co Advisors
Tennessee
$602K – – –
AIM
2973
Avity Investment Management
Connecticut
$602K +$12.9K +20 +2%
CFG
2974
Chapman Financial Group
Hawaii
$600K +$384K +596 +199%
LFA
2975
Level Financial Advisors
New York
$599K -$21.9K -34 -4%
117 118
119
120 121