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
CAM
3101
Clarity Asset Management
Iowa
$184K +$15K +27 +9%
CICI
3102
Capital Investment Counsel Inc
North Carolina
$182K -$103K -185 -37%
MBFW
3103
Morton Brown Family Wealth
Pennsylvania
$179K -$34.5K -62 -17%
PCWA
3104
Pacific Capital Wealth Advisors
California
$179K – – –
SFA
3105
Semmax Financial Advisors
North Carolina
$178K -$17.8K -32 -10%
MIM
3106
MTM Investment Management
South Carolina
$177K – – –
IF
3107
Integrity Financial
Wyoming
$174K – – –
AWM
3108
AllSquare Wealth Management
New York
$174K – – –
EPW
3109
Evergreen Private Wealth
Colorado
$174K – – –
AWM
3110
Aberdeen Wealth Management
Illinois
$173K – – –
VAG
3111
VisionPoint Advisory Group
Texas
$163K +$113K +203 +254%
ACM
3112
Anfield Capital Management
California
$163K – – –
SCA
3113
Stuart Chaussee & Associates
California
$163K – – –
PCTC
3114
Perkins Coie Trust Company
Washington
$157K – – –
SIM
3115
Studio Investment Management
Illinois
$155K +$150K +269 New
DF
3116
DecisionPoint Financial
Arizona
$155K – – –
HIIFS
3117
Harel Insurance Investments & Financial Services
Israel
$151K – – –
LFASL
3118
Lugano Financial Advisors SA (LFA)
Switzerland
$148K – – –
WWM
3119
Wolff Wiese Magana
California
$145K – – –
MCM
3120
Mill Capital Management
North Carolina
$144K – – –
KA
3121
Kozak & Associates
Colorado
$142K +$37.8K +68 +39%
WCM
3122
Weaver Capital Management
Georgia
$138K +$556 +1 +0.4%
FFL
3123
Financial Freedom LLC
Ohio
$124K – – –
BIA
3124
Bell Investment Advisors
California
$122K -$12.2K -22 -9%
CTC
3125
Cetera Trust Company
Minnesota
$121K – – –
123 124
125
126 127