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
WFA
3401
WJ Financial Advisors
Connecticut
$451K -$3.4K -5 -0.8%
BRWM
3402
Blue Rock Wealth Management
North Carolina
$451K -$66.5K -98 -13%
HWM
3403
Hassell Wealth Management
Louisiana
$451K -$5.43K -8 -1%
SFG
3404
Synergy Financial Group
California
$448K -$2.72K -4 -0.6%
KMC
3405
Kirr Marbach & Co
Indiana
$448K – – –
AW
3406
Alchemi Wealth
Connecticut
$448K +$444K +654 New
VPF
3407
Vantage Point Financial
Illinois
$446K +$2.72K +4 +0.6%
SWK
3408
Stephen W. Kidder
$445K – – –
EFG
3409
Elm3 Financial Group
Georgia
$445K -$164K -242 -27%
NC
3410
NewSquare Capital
Pennsylvania
$445K -$55.7K -82 -11%
HA
3411
Hegarty Advisors
New York
$443K +$439K +647 New
FA
3412
Fullerton Advisors
California
$442K +$438K +645 New
BCM
3413
BluePath Capital Management
Georgia
$442K +$25.1K +37 +6%
CMP
3414
Coston McIsaac & Partners
Maine
$440K -$50.3K -74 -10%
AWA
3415
A4 Wealth Advisors
North Carolina
$440K -$181K -267 -29%
GDP
3416
Great Diamond Partners
Maine
$440K -$3.4K -5 -0.8%
SFG
3417
SageGuard Financial Group
Tennessee
$439K +$435K +641 New
PWM
3418
Prentice Wealth Management
New York
$438K – – –
BCA
3419
Ballentine Capital Advisors
South Carolina
$437K – – –
SSA
3420
Shepherd Street Advisors
California
$435K +$431K +635 New
MCP
3421
Mirador Capital Partners
California
$434K +$67.9K +100 +19%
LFA
3422
Lauterbach Financial Advisors
Texas
$434K – – –
DOA
3423
D'Orazio & Associates
Virginia
$433K – – –
APW
3424
Aurora Private Wealth
New Jersey
$433K +$430K +633 New
SWM
3425
Steinberganna Wealth Management
New York
$431K +$1.36K +2 +0.3%
135 136
137
138 139