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
CIM
351
CenturyLink Investment Management
Colorado
$41.4M – – –
RWA
352
RGT Wealth Advisors
Texas
$41.1M -$11.9M -29,891 -21%
ETS
353
ESL Trust Services
New York
$41.1M +$375K +940 +0.8%
FA
354
Fiducient Advisors
Illinois
$41M -$912K -2,283 -2%
LWA
355
Lineweaver Wealth Advisors
Ohio
$40.9M +$1.05M +2,623 +2%
DP
356
Divergent Planning
Maryland
$40.9M +$301K +753 +0.7%
SIM
357
Strategic Investment Management
Virginia
$40.6M – – –
FW
358
Fidato Wealth
Ohio
$40.2M +$446K +1,117 +1%
OWM
359
Orgel Wealth Management
Wisconsin
$40.2M -$4.72M -11,810 -10%
HA
360
Harfst & Associates
Wyoming
$40.2M +$156K +390 +0.3%
CWM
361
Curi Wealth Management
North Carolina
$40M +$4.66M +11,672 +12%
KFSC
362
Keystone Financial Services (Colorado)
Colorado
$40M +$130K +325 +0.3%
SHIM
363
Stone House Investment Management
Pennsylvania
$39.9M -$4.19M -10,490 -9%
PFA
364
Pettinga Financial Advisors
Indiana
$39.9M -$413K -1,035 -0.9%
KPWG
365
KFA Private Wealth Group
Virginia
$39.9M +$557K +1,395 +1%
CFGS
366
Concourse Financial Group Securities
Alabama
$39.8M +$1.31M +3,272 +3%
TSA
367
Tri-Star Advisors
Texas
$39.6M +$1.52M +3,803 +4%
HCC
368
Hirtle Callaghan & Co
Pennsylvania
$39.5M +$6.94M +17,385 +19%
VWA
369
Visionary Wealth Advisors
Illinois
$39.5M -$397K -994 -0.9%
UOMF
370
University of Massachusetts Foundation
Massachusetts
$39.3M +$8.37M +20,962 +24%
GW
371
GW & Wade
Massachusetts
$39.2M +$5.94M +14,874 +16%
DSA
372
Droms Strauss Advisors
Missouri
$39.2M -$879K -2,201 -2%
PA
373
Pinnacle Associates
New York
$38.8M +$913K +2,286 +2%
PIM
374
Parker Investment Management
California
$38.7M -$91K -228 -0.2%
OC
375
Oppenheimer & Co
New York
$38.7M +$564K +1,413 +1%
13 14
15
16 17