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
CPA
3601
Clear Point Advisors
New York
$323K +$1.36K +2 +0.4%
SWIG
3602
Strategic Wealth Investment Group
Kentucky
$323K -$395K -582 -55%
BLFG
3603
Brian Low Financial Group
Louisiana
$323K -$116K -171 -27%
MWP
3604
Meredith Wealth Planning
Illinois
$321K – – –
HP
3605
HT Partners
Connecticut
$321K – – –
PFA
3606
Perryman Financial Advisory
Texas
$320K +$318K +468 New
HNWAG
3607
High Net Worth Advisory Group
Florida
$320K -$19K -28 -6%
TPF
3608
Tribridge Partners Financial
Maryland
$319K -$9.51K -14 -3%
OPTFSNA
3609
Old Point Trust & Financial Services N A
Virginia
$318K +$8.83K +13 +3%
IP
3610
Intellectus Partners
California
$317K – – –
RWA
3611
Rooted Wealth Advisors
Illinois
$317K -$2.72K -4 -0.9%
NI
3612
Natural Investments
California
$317K +$315K +464 New
OWM
3613
Opes Wealth Management
California
$316K +$679 +1 +0.2%
CWP
3614
Concord Wealth Partners
Virginia
$316K -$441K -650 -59%
SRB
3615
Shotwell Rutter Baer
Michigan
$316K – – –
HI
3616
Hoey Investments
Pennsylvania
$315K – – –
MIM
3617
MTM Investment Management
South Carolina
$315K +$679 +1 +0.2%
CCM
3618
Ciovacco Capital Management
Georgia
$315K – – –
RPA
3619
Redwood Park Advisors
California
$314K +$1.36K +2 +0.4%
WAS
3620
Westco Advisory Services
New York
$314K +$312K +459 New
BPW
3621
BLVD Private Wealth
Kentucky
$314K +$4.75K +7 +2%
ZWA
3622
Zinnia Wealth Advisory
Florida
$314K +$312K +459 New
MS
3623
Monetary Solutions
Ohio
$312K +$310K +456 New
RWS
3624
Rochester Wealth Strategies
Michigan
$312K – – –
RRWA
3625
Rainey & Randall Wealth Advisors
Florida
$312K +$7.47K +11 +2%
143 144
145
146 147