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
MIC
3001
Meridian Investment Counsel
California
$477K – – –
RB
3002
Richmond Brothers
Michigan
$476K – – –
LA
3003
LVW Advisors
New York
$475K -$1.18K -2 -0.2%
RTC
3004
Riverview Trust Company
Washington
$474K -$11.8K -20 -2%
MKA
3005
M. Kulyk & Associates
Georgia
$473K – – –
FA
3006
Fagan Associates
New York
$472K – – –
PIM
3007
Penobscot Investment Management
Massachusetts
$472K – – –
MCFP
3008
Mallini Complete Financial Planning
Florida
$471K – – –
TAM
3009
Tucker Asset Management
Colorado
$471K +$211K +357 +81%
VAM
3010
Vienna Asset Management
California
$469K +$169K +286 +56%
SPWG
3011
Syntegra Private Wealth Group
Missouri
$469K – – –
BI
3012
Beckerman Institutional
New Jersey
$469K – – –
RWB
3013
RMR Wealth Builders
New Jersey
$468K -$15.4K -26 -3%
PA
3014
Prism Advisors
California
$467K – – –
PRP
3015
Peak Retirement Planning
Ohio
$465K +$467K +789 New
WW
3016
Westshore Wealth
California
$464K – – –
ORC
3017
O'Rourke & Company
Massachusetts
$461K +$12.4K +21 +3%
DF
3018
Dunhill Financial
United Kingdom
$461K +$240K +406 +108%
PFA
3019
Petra Financial Advisors
Colorado
$460K – – –
DPW
3020
DiNuzzo Private Wealth
Pennsylvania
$460K – – –
QFA
3021
Quantum Financial Advisors
California
$459K – – –
JLBC
3022
J.L. Bainbridge & Co
Florida
$458K +$64.5K +109 +16%
HVIA
3023
Hudson Valley Investment Advisors
New York
$456K – – –
KFS
3024
Kaizen Financial Strategies
California
$455K -$144K -243 -24%
HCM
3025
Hillman Capital Management
Maryland
$454K +$213K +360 +87%
119 120
121
122 123