IVV icon

iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
NLP
3026
Next Level Private
New York
$798K +$51.6K +76 +7%
RAM
3027
Revere Asset Management
Texas
$797K +$196K +288 +33%
SLWA
3028
San Luis Wealth Advisors
California
$796K -$75.4K -111 -9%
MIAS
3029
Mason Investment Advisory Services
Virginia
$794K +$2.72K +4 +0.3%
FCIM
3030
Fairview Capital Investment Management
California
$794K +$10.2K +15 +1%
MWM
3031
Manske Wealth Management
Texas
$792K -$128K -189 -14%
MF
3032
Manuka Financial
Virginia
$791K – – –
JPG
3033
Jordan Park Group
California
$790K +$183K +269 +30%
AWA
3034
AmeriServ Wealth Advisors
Pennsylvania
$790K – – –
HBT
3035
Hills Bank & Trust
Iowa
$789K +$105K +155 +16%
BF
3036
Blankinship & Foster
California
$789K – – –
LWM
3037
LJI Wealth Management
Indiana
$788K +$144K +212 +23%
FAM
3038
Fenimore Asset Management
New York
$788K -$34K -50 -4%
SFP
3039
Strategic Financial Planning
Texas
$787K – – –
OL
3040
one8zero8 LLC
North Carolina
$785K +$679 +1 +0.1%
CWA
3041
Clearview Wealth Advisors
Oregon
$784K -$679 -1 -0.1%
SFS
3042
Sharp Financial Services
Pennsylvania
$784K +$4.75K +7 +0.6%
ST
3043
Somerset Trust
Pennsylvania
$782K – – –
RCM
3044
Radnor Capital Management
Pennsylvania
$780K – – –
SC
3045
Slow Capital
California
$780K -$11.5K -17 -1%
PIP
3046
Peachtree Investment Partners
Florida
$779K -$338K -498 -30%
TWD
3047
True Wealth Design
Ohio
$777K +$20.4K +30 +3%
PS
3048
Pinney & Scofield
Massachusetts
$777K – – –
FVWA
3049
Foster Victor Wealth Advisors
South Carolina
$776K +$38.7K +57 +5%
CA
3050
Centennial Advisors
Texas
$774K +$767K +1,130 New
120 121
122
123 124