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
NCM
3201
Neumann Capital Management
California
$402K – – –
SSWM
3202
Strait & Sound Wealth Management
California
$400K +$7.08K +11 +2%
JWM
3203
JPL Wealth Management
Colorado
$400K – – –
CHC
3204
City Holding Co
West Virginia
$400K -$52.8K -82 -12%
PC
3205
Permanens Capital
New York
$398K – – –
BIA
3206
Bell Investment Advisors
California
$397K +$236K +367 +162%
FDW
3207
Fourth Dimension Wealth
Ohio
$397K -$16.1K -25 -4%
MGIA
3208
Matthew Goff Investment Advisor
Texas
$397K – – –
SWM
3209
SFG Wealth Management
Maryland
$397K – – –
EA
3210
Ergawealth Advisors
Illinois
$396K +$151K +234 +65%
SP
3211
Stablepoint Partners
Massachusetts
$396K – – –
I
3212
IMPACTfolio
Colorado
$396K +$25.1K +39 +7%
BTIM
3213
BancFirst Trust & Investment Management
Oklahoma
$395K +$382K +593 New
BZWA
3214
Blue Zone Wealth Advisors
California
$395K +$27.1K +42 +8%
HHWM
3215
Hiley Hunt Wealth Management
Nebraska
$395K +$1.29K +2 +0.3%
BCM
3216
Buckhead Capital Management
Georgia
$395K – – –
VCM
3217
Verde Capital Management
Michigan
$394K -$8.37K -13 -2%
UWP
3218
Uniting Wealth Partners
Kansas
$394K +$379K +589 New
PFA
3219
Presper Financial Architects
Ohio
$394K -$30.3K -47 -7%
DSC
3220
Duncker Streett & Co
Missouri
$394K – – –
AFS
3221
AFG Fiduciary Services
Massachusetts
$392K – – –
FFS
3222
Fischer Financial Services
Pennsylvania
$392K – – –
RFM
3223
Royal Fund Management
Florida
$391K – – –
LIM
3224
Letson Investment Management
Georgia
$390K – – –
LMKC
3225
L.M. Kohn & Company
Ohio
$390K -$175K -272 -32%
127 128
129
130 131