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
MA
3751
McGrath & Associates
North Carolina
$246K +$21.2K +31 +9%
UIM
3752
Unified Investment Management
Georgia
$246K +$257K +376 New
DBIA
3753
Dumont & Blake Investment Advisors
New Jersey
$245K -$7.51K -11 -3%
MDCM
3754
Morgan Dempsey Capital Management
Wisconsin
$245K – – –
BLFG
3755
Brian Low Financial Group
Louisiana
$244K -$66.2K -97 -21%
ICP
3756
Ironvine Capital Partners
Nebraska
$244K – – –
AW
3757
Ankerstar Wealth
Texas
$243K -$25.3K -37 -9%
AA
3758
AJ Advisors
Tennessee
$243K +$683 +1 +0.3%
FMI
3759
Financial Management Inc
Arkansas
$242K -$9.56K -14 -4%
FFIC
3760
First Fiduciary Investment Counsel
Ohio
$242K +$683 +1 +0.3%
WCFP
3761
White & Co Financial Planning
Washington
$242K -$36.9K -54 -13%
CWM
3762
Capital Wealth Management
Rhode Island
$242K +$25.9K +38 +11%
RH
3763
RFG Holdings
Texas
$241K -$7.51K -11 -3%
AFM
3764
Abbot Financial Management
Massachusetts
$240K – – –
4A
3765
4Wealth Advisors
Illinois
$240K +$683 +1 +0.3%
TA
3766
TKG Advisors
Indiana
$239K -$28.7K -42 -10%
BAG
3767
Bridgewealth Advisory Group
California
$239K +$15.7K +23 +7%
SC
3768
Schiavi & Co
Delaware
$239K +$30.7K +45 +14%
AI
3769
Axecap Investments
Ohio
$238K -$1.05M -1,542 -81%
VNIM
3770
Vaughan Nelson Investment Management
Texas
$238K -$6.83K -10 -3%
RFW
3771
Redwood Family Wealth
Texas
$238K +$2.73K +4 +1%
GWAM
3772
Guardian Wealth Advisors (Minnesota)
Minnesota
$237K -$8.88K -13 -3%
HWMC
3773
Heritage Wealth Management (California)
California
$237K -$49.8K -73 -17%
PA
3774
Prosperity Advisers
Pennsylvania
$237K – – –
RW
3775
Ridgeline Wealth
Arizona
$237K – – –
149 150
151
152 153