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
MBFW
3126
Morton Brown Family Wealth
Pennsylvania
$351K – – –
AC
3127
AIFG Consultants
New York
$350K – – –
ACA
3128
American Capital Advisory
Idaho
$350K -$20.7K -35 -5%
BC
3129
Bowman & Company
Wisconsin
$349K +$1.18K +2 +0.3%
SFG
3130
Shum Financial Group
California
$349K – – –
WKSWA
3131
White Knight Strategic Wealth Advisors
New Jersey
$348K -$390K -660 -52%
TPW
3132
TL Private Wealth
Texas
$348K +$1.18K +2 +0.3%
FDW
3133
Fourth Dimension Wealth
Ohio
$347K +$57.9K +98 +19%
NPAN
3134
Northeast Planning Associates NH
New Hampshire
$347K -$42.5K -72 -10%
RFS
3135
Richardson Financial Services
Massachusetts
$346K +$229K +388 +171%
IWP
3136
Invenio Wealth Partners
Florida
$345K – – –
POIA
3137
Pin Oak Investment Advisors
Texas
$344K – – –
LKIM
3138
Lawson Kroeker Investment Management
Nebraska
$344K – – –
LIA
3139
Lynx Investment Advisory
District of Columbia
$343K -$41.3K -70 -10%
IA
3140
Intellus Advisors
Florida
$342K – – –
CPW
3141
Cove Private Wealth
New York
$342K +$360K +609 New
SA
3142
SoundView Advisors
Washington
$342K +$591 +1 +0.2%
BCM
3143
BluePath Capital Management
Georgia
$341K -$56.1K -95 -14%
CP
3144
Castleview Partners
Texas
$341K -$20.7K -35 -5%
CPA
3145
Cathy Pareto & Associates
Florida
$340K -$141K -239 -28%
MCG
3146
McCollum Christoferson Group
New York
$340K – – –
KA
3147
Kearns & Associates
California
$340K – – –
SC
3148
Schiavi & Co
Delaware
$340K +$23.6K +40 +7%
HIS
3149
Horizon Investment Services
Indiana
$340K – – –
BF
3150
Brogan Financial
Tennessee
$339K +$1.18K +2 +0.3%
124 125
126
127 128