We are live on ! Find out more
IVV icon

iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OLA
3576
Oliver Luxxe Assets
New Jersey
$328K – – –
MCM
3577
McDonough Capital Management
Florida
$328K – – –
LKIM
3578
Lawson Kroeker Investment Management
Nebraska
$327K -$56K -82 -14%
DRD
3579
Dennis R. Delaney
$327K +$341K +500 New
WPW
3580
Warther Private Wealth
Ohio
$327K +$341K +500 New
AWA
3581
Alaska Wealth Advisors
Alaska
$326K +$341K +499 New
WAG
3582
Wiser Advisor Group
Arizona
$326K -$51.9K -76 -13%
AWC
3583
Adamsbrown Wealth Consultants
Kansas
$326K +$70.3K +103 +26%
DFG
3584
DiPaolo Financial Group
Florida
$325K +$135K +197 +66%
TIM
3585
Tevis Investment Management
Texas
$324K +$109K +160 +48%
IWM
3586
Iams Wealth Management
Nebraska
$323K -$4.78K -7 -1%
VWM
3587
Vermillion Wealth Management
Minnesota
$322K +$7.51K +11 +2%
SAM
3588
Synergy Asset Management
Washington
$321K -$17.1K -25 -5%
BW
3589
Basepoint Wealth
Iowa
$321K +$1.37K +2 +0.4%
WFS
3590
Walker Financial Services
Kentucky
$321K +$683 +1 +0.2%
SBWIC
3591
Schaper Benz & Wise Investment Counsel
Wisconsin
$320K +$335K +490 New
WWA
3592
Wisconsin Wealth Advisors
Wisconsin
$319K – – –
CPC
3593
Consolidated Planning Corp
Georgia
$319K -$324K -474 -49%
WTFG
3594
Wood Tarver Financial Group
Idaho
$318K – – –
NAMM
3595
NorthStar Asset Management (Massachusetts)
Massachusetts
$317K – – –
PFA
3596
Petra Financial Advisors
Colorado
$316K -$200K -293 -38%
CG
3597
Clifford Group
Massachusetts
$316K +$117K +172 +55%
CPA
3598
Cathy Pareto & Associates
Florida
$316K -$62.8K -92 -16%
TPF
3599
Tribridge Partners Financial
Maryland
$316K +$8.88K +13 +3%
3FI
3600
3 Factor Indexing
California
$315K +$329K +482 New