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
SAM
3501
Seelaus Asset Management
New Jersey
$363K – – –
PAM
3502
PCG Asset Management
New Jersey
$363K +$379K +555 New
MFGM
3503
Marshall Financial Group (Maryland)
Maryland
$362K -$793K -1,161 -68%
AGP
3504
Aspire Growth Partners
Florida
$362K -$2.73K -4 -0.7%
XFP
3505
Xena Financial Planning
Oregon
$362K +$13.7K +20 +4%
WN
3506
Williams & Novak
California
$359K -$36.2K -53 -9%
GWM
3507
Graybill Wealth Management
Illinois
$359K -$34.1K -50 -8%
HWMG
3508
Hurlow Wealth Management Group
Indiana
$359K – – –
MCM
3509
Mill Capital Management
North Carolina
$359K – – –
WIC
3510
Wilkins Investment Counsel
Massachusetts
$359K – – –
DWAM
3511
Duncan Williams Asset Management
Tennessee
$358K +$5.46K +8 +1%
XWL
3512
XXI Wealth LLC
Illinois
$357K +$88.8K +130 +31%
MAWAG
3513
Mid-American Wealth Advisory Group
Missouri
$357K – – –
NWAG
3514
Net Worth Advisory Group
Utah
$357K -$35.5K -52 -9%
MBFW
3515
Morton Brown Family Wealth
Pennsylvania
$356K -$14.3K -21 -4%
SAI
3516
Systematic Alpha Investments
New Jersey
$355K – – –
MVA
3517
Mount Vernon Associates
Maryland
$355K -$14.3K -21 -4%
GWM
3518
Grand Wealth Management
Michigan
$355K -$1.37K -2 -0.4%
RWA
3519
Rooted Wealth Advisors
Illinois
$355K +$25.9K +38 +8%
GT
3520
GreatBanc Trust
Illinois
$354K +$45.1K +66 +14%
HTIM
3521
Harbour Trust & Investment Management
Indiana
$353K +$27.3K +40 +8%
ACM
3522
Altrius Capital Management
North Carolina
$353K +$111K +163 +43%
TCMP
3523
Thrive Capital Management (Pennsylvania)
Pennsylvania
$353K -$239K -350 -39%
AAA
3524
AG Asset Advisory
California
$353K – – –
MC
3525
Matisse Capital
Oregon
$351K – – –
139 140
141
142 143