IVV icon

iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
2976
Conservest Capital Advisors
Pennsylvania
$795K -$43.7K -64 -5%
MC
2977
Martin & Co
Tennessee
$795K – – –
AIMA
2978
Ables Iannone Moore & Associates
Georgia
$794K +$83.3K +122 +11%
CLP
2979
Charis Legacy Partners
Texas
$794K – – –
HPIA
2980
Hamilton Point Investment Advisors
North Carolina
$794K – – –
BW
2981
BXM Wealth
Colorado
$791K -$135K -197 -14%
CFSG
2982
Community Financial Services Group
Vermont
$791K -$4.78K -7 -0.6%
FNBOMD
2983
First National Bank of Mount Dora
Florida
$790K -$60.8K -89 -7%
SPWM
2984
Spartan Planning & Wealth Management
North Carolina
$790K -$650K -952 -44%
LSWP
2985
Liberty Square Wealth Partners
Pennsylvania
$786K -$65.6K -96 -7%
M
2986
MATAURO
New York
$786K +$206K +302 +33%
VCAM
2987
Van Cleef Asset Management
Ohio
$785K -$223K -327 -21%
WG
2988
Warner Group
Connecticut
$784K +$69K +101 +9%
WA1
2989
Wimmer Associates 1
California
$784K – – –
BF
2990
Bonfire Financial
Colorado
$782K – – –
CCG
2991
Coastwise Capital Group
California
$782K – – –
LTI
2992
Laffer Tengler Investments
Tennessee
$780K – – –
FFWM
2993
Future Financial Wealth Management
Ohio
$778K – – –
WMA
2994
West Michigan Advisors
Michigan
$777K -$41K -60 -5%
PWA
2995
Prairie Wealth Advisors
Nebraska
$776K – – –
GWAG
2996
Garrett Wealth Advisory Group
Texas
$776K -$8.19K -12 -1%
GCP
2997
Gill Capital Partners
Colorado
$776K – – –
FCIM
2998
Fairview Capital Investment Management
California
$775K +$18.4K +27 +2%
NL
2999
Navalign LLC
California
$775K -$44.4K -65 -5%
RWM
3000
Revisor Wealth Management
Ohio
$772K -$49.8K -73 -6%
118 119
120
121 122