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
FSA
3151
Financial Security Advisor
Virginia
$595K +$1.37K +2 +0.2%
AIS
3152
Advocate Investing Services
Maryland
$595K +$18.4K +27 +3%
LWM
3153
Lodestone Wealth Management
Washington
$594K +$15K +22 +2%
CP
3154
Cornerstone Planning
North Carolina
$593K +$25.9K +38 +4%
BWM
3155
BNC Wealth Management
Oregon
$592K -$403K -590 -39%
SFAM
3156
Sawyer Falduto Asset Management
Illinois
$591K – – –
BMWS
3157
Brady Martz Wealth Solutions
North Dakota
$589K +$218K +319 +55%
MAWCM
3158
Mine & Arao Wealth Creation & Management
California
$588K – – –
CCA
3159
Cravens & Co Advisors
Tennessee
$588K – – –
JLBC
3160
J.L. Bainbridge & Co
Florida
$587K +$190K +278 +45%
CFG
3161
Chapman Financial Group
Hawaii
$585K – – –
GLR
3162
Great Lakes Retirement
Ohio
$585K -$128K -188 -17%
CC
3163
Cypress Capital
Tennessee
$584K – – –
EA
3164
Eclectic Associates
California
$583K +$158K +232 +35%
LFA
3165
Level Financial Advisors
New York
$582K -$16.4K -24 -3%
RF
3166
RetireMitten Financial
Michigan
$581K +$607K +889 New
TSW
3167
Thompson Siegel & Walmsley
Virginia
$579K +$2.05K +3 +0.3%
RFA
3168
Reyes Financial Architecture
California
$579K -$10.9M -15,906 -95%
WH
3169
Willner & Heller
California
$575K -$13.7K -20 -2%
AWM
3170
Aberdeen Wealth Management
Illinois
$575K – – –
AAMG
3171
AMG Asset Management Group
Georgia
$574K +$600K +878 New
JAA
3172
Joel Adams & Associates
North Carolina
$572K +$13.7K +20 +2%
HVIA
3173
Hudson Valley Investment Advisors
New York
$572K – – –
RIP
3174
Reliant Investment Partners
North Carolina
$571K +$321K +470 +116%
CIA
3175
CCM Investment Advisers
South Carolina
$570K – – –
125 126
127
128 129