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
OCPWS
3351
One Charles Private Wealth Services
Massachusetts
$257K -$33.7K -57 -12%
HWMC
3352
Heritage Wealth Management (California)
California
$257K – – –
CA
3353
Crumly & Associates
Illinois
$256K – – –
KIA
3354
Knollwood Investment Advisory
Maryland
$256K – – –
ACM
3355
Altrius Capital Management
North Carolina
$256K -$46.8K -79 -15%
DWAM
3356
Duncan Williams Asset Management
Tennessee
$255K +$35.5K +60 +16%
PSP
3357
Pacific Sage Partners
Washington
$255K – – –
PFW
3358
Petros Family Wealth
Minnesota
$255K +$256K +433 New
AC
3359
Addison Capital
Pennsylvania
$254K – – –
RW
3360
Ridgeline Wealth
Arizona
$253K +$255K +431 New
CA
3361
CV Advisors
Florida
$253K +$297K +501 New
DWA
3362
Delos Wealth Advisors
Texas
$253K +$3.55K +6 +1%
AIM
3363
Alhambra Investment Management
Florida
$253K -$592 -1 -0.2%
YIH
3364
Y-Intercept (HK)
Hong Kong
$253K +$255K +430 New
CIC
3365
Chilton Investment Company
Connecticut
$252K – – –
VP
3366
Verisail Partners
Georgia
$252K +$253K +428 New
M
3367
MYeCFO
California
$252K +$7.1K +12 +3%
DF
3368
Define Financial
California
$248K +$249K +421 New
FCFC
3369
First Citizens Financial Corp
Iowa
$248K – – –
EMC
3370
Everest Management Corp
California
$247K +$249K +420 New
PFT
3371
Providence First Trust
Arizona
$247K – – –
CA
3372
CWC Advisors
Oregon
$247K – – –
CMA
3373
Cedar Mountain Advisors
Oregon
$246K +$247K +418 New
AG
3374
Advocate Group
Minnesota
$244K – – –
HIMC
3375
Heritage Investors Management Corp
Maryland
$244K – – –
133 134
135
136 137