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
MWM
3251
Maltin Wealth Management
New Jersey
$378K +$644 +1 +0.2%
AC
3252
Attessa Capital
Arizona
$374K – – –
AFA
3253
Alpha Financial Advisors
North Carolina
$374K -$14.8K -23 -4%
PD
3254
Planning Directions
Pennsylvania
$373K -$34.1K -53 -9%
AGP
3255
Aspire Growth Partners
Florida
$372K -$55.4K -86 -13%
RB
3256
Richmond Brothers
Michigan
$372K -$13.5K -21 -4%
CCM
3257
Cambridge Capital Management
Illinois
$369K +$7.08K +11 +2%
AHB
3258
Abner Herrman & Brock
New Jersey
$369K +$356K +552 New
WIC
3259
Wilkins Investment Counsel
Massachusetts
$368K – – –
AWP
3260
Abacus Wealth Partners
California
$365K – – –
TBT
3261
Texas Bank & Trust
Texas
$365K -$11.6K -18 -3%
SAI
3262
Systematic Alpha Investments
New Jersey
$364K – – –
GWM
3263
Grand Wealth Management
Michigan
$363K – – –
CJ
3264
Caitlin John
Michigan
$363K -$3.86K -6 -1%
PCA
3265
Purkiss Capital Advisors
Connecticut
$363K -$5.8K -9 -2%
CPA
3266
Capital Planning Advisors
California
$363K – – –
WTFG
3267
Wood Tarver Financial Group
Idaho
$362K +$34.8K +54 +11%
AAA
3268
AG Asset Advisory
California
$361K – – –
DWAM
3269
Duncan Williams Asset Management
Tennessee
$361K +$644 +1 +0.2%
RFWA
3270
RPg Family Wealth Advisory
Massachusetts
$360K +$346K +538 New
MC
3271
Matisse Capital
Oregon
$360K – – –
GWAM
3272
Guardian Wealth Advisors (Minnesota)
Minnesota
$358K – – –
MCP
3273
Mirador Capital Partners
California
$357K -$252K -391 -42%
NFW
3274
Noble Family Wealth
Florida
$357K – – –
SCM
3275
Soros Capital Management
New York
$356K – – –
129 130
131
132 133