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
3351
Mittelman Wealth Management
Massachusetts
$306K -$13.5K -21 -4%
RWS
3352
Rochester Wealth Strategies
Michigan
$305K +$644 +1 +0.2%
CIA
3353
Cascade Investment Advisors
Oregon
$304K +$292K +454 New
SFG
3354
SevenBridge Financial Group
Pennsylvania
$304K -$98.5K -153 -26%
CH
3355
Canton Hathaway
Rhode Island
$303K – – –
LWM
3356
Level Wealth Management
North Carolina
$303K -$36.7K -57 -11%
BPW
3357
BLVD Private Wealth
Kentucky
$303K -$6.44K -10 -2%
FWSM
3358
First Wilshire Securities Management
California
$303K – – –
OPTFSNA
3359
Old Point Trust & Financial Services N A
Virginia
$303K – – –
TWP
3360
Tower Wealth Partners
Pennsylvania
$303K +$9.02K +14 +3%
FI
3361
Financial Insights
Washington
$303K +$25.8K +40 +10%
TNAM
3362
Terra Nova Asset Management
New York
$302K +$644 +1 +0.2%
CPCP
3363
Cedar Point Capital Partners
Iowa
$302K – – –
CA
3364
CV Advisors
Florida
$302K – – –
EG
3365
Ellerson Group
Maryland
$301K – – –
AG
3366
Advocate Group
Minnesota
$301K – – –
FBC
3367
Fairfield, Bush & Co
Connecticut
$301K – – –
SJL
3368
Shayne & Jacobs LLC
Tennessee
$301K – – –
BIM
3369
Breakwater Investment Management
Washington
$301K – – –
FNBSF
3370
First National Bank Sioux Falls
South Dakota
$301K – – –
BWM
3371
Bernard Wealth Management
Michigan
$298K -$12.2K -19 -4%
RRWA
3372
Rainey & Randall Wealth Advisors
Florida
$297K – – –
SSA
3373
SSA Swiss Advisors
$297K -$32.2K -50 -10%
CWA
3374
CJM Wealth Advisers
Virginia
$296K +$25.8K +40 +10%
CC
3375
Citrine Capital
California
$296K – – –
133 134
135
136 137