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
CWP
3301
Core Wealth Partners
California
$529K +$679 +1 +0.1%
CBT
3302
Crews Bank & Trust
Florida
$529K -$46.2K -68 -8%
SWM
3303
Sentinel Wealth Management
Virginia
$529K -$2.04K -3 -0.4%
E
3304
Evansbrook
Illinois
$529K +$524K +772 New
SOAG
3305
Silver Oak Advisory Group
Oregon
$528K -$153K -226 -23%
CPA
3306
Compass Planning Associates
Massachusetts
$526K +$1.36K +2 +0.3%
CWM
3307
Challenger Wealth Management
California
$526K +$1.36K +2 +0.3%
VBA
3308
von Borstel & Associates
Oregon
$526K -$11.7M -17,219 -96%
VH
3309
Visionary Horizons
Tennessee
$526K -$657K -967 -56%
MIP
3310
Marietta Investment Partners
Wisconsin
$525K – – –
ARC
3311
Advisor Resource Council
Texas
$525K +$512K +754 New
CAM
3312
Columbia Asset Management
Michigan
$525K – – –
CWP
3313
CFM Wealth Partners
Texas
$524K -$175K -257 -25%
AMM
3314
American Money Management
California
$523K +$82.8K +122 +19%
IF
3315
Integrity Financial
Wyoming
$522K +$10.9K +16 +2%
PIN
3316
Prudent Investors Network
California
$520K +$123K +181 +31%
OFO
3317
OneAscent Family Office
Alabama
$519K -$5.43K -8 -1%
BFA
3318
Buttonwood Financial Advisors
Maryland
$519K -$6.11K -9 -1%
DPW
3319
DiNuzzo Private Wealth
Pennsylvania
$518K -$13.6K -20 -3%
FF
3320
Finley Financial
Nevada
$517K – – –
MLL
3321
Moody Lynn & Lieberson
Massachusetts
$516K +$6.79K +10 +1%
FCT
3322
Family Capital Trust
Massachusetts
$516K -$6.79K -10 -1%
RW
3323
RVW Wealth
California
$515K -$103K -151 -17%
BCAM
3324
Boston Common Asset Management
Massachusetts
$514K -$30.6K -45 -6%
NAMP
3325
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$514K – – –
131 132
133
134 135