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
BW
3051
Balance Wealth
Ohio
$774K +$74.7K +110 +11%
SIAP
3052
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$773K +$421K +620 +122%
BZWA
3053
Blue Zone Wealth Advisors
California
$773K +$365K +538 +91%
AAA
3054
Andrews Advisory Associates
Hawaii
$773K +$766K +1,128 New
FRA
3055
Front Row Advisors
California
$766K -$32.6K -48 -4%
GC
3056
Glenorchy Capital
Australia
$766K – – –
SNBOSD
3057
Security National Bank of So Dak
Iowa
$761K – – –
TWM
3058
Triton Wealth Management
Arizona
$758K – – –
CTFG
3059
Capstone Triton Financial Group
Oklahoma
$757K -$24.4K -36 -3%
EB
3060
Exchange Bank
California
$756K +$17K +25 +2%
SPIO
3061
Seven Post Investment Office
California
$753K -$1.87M -2,760 -72%
PCMM
3062
Piedmont Capital Management (Montana)
Montana
$753K +$102K +150 +16%
WG
3063
Warner Group
Connecticut
$753K +$471K +694 +171%
TVPW
3064
Third View Private Wealth
Connecticut
$753K +$746K +1,099 New
FFWM
3065
Future Financial Wealth Management
Ohio
$753K -$679 -1 -0.1%
CIC
3066
Chilton Investment Company
Connecticut
$752K +$190K +280 +34%
FWA
3067
FSC Wealth Advisors
New York
$752K -$1.48M -2,183 -67%
PWS
3068
Proactive Wealth Strategies
Georgia
$750K +$4.75K +7 +0.6%
AIMA
3069
Ables Iannone Moore & Associates
Georgia
$749K +$25.1K +37 +4%
BGC
3070
Beutel, Goodman & Co
Ontario, Canada
$749K – – –
AWM
3071
Austin Wealth Management
Texas
$748K +$66.5K +98 +10%
CFM
3072
Cornerstone Financial Management
Massachusetts
$745K +$739K +1,088 New
MFG
3073
Monte Financial Group
Connecticut
$743K +$125K +184 +20%
PMSA
3074
Patrick M. Sweeney & Associates
Illinois
$743K +$489K +720 +197%
MAFA
3075
MJT & Associates Financial Advisory
Minnesota
$743K -$14.9K -22 -2%
121 122
123
124 125