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
SWM
3851
Sendero Wealth Management
Texas
$259K -$6.55K -9 -3%
WFS
3852
Widmann Financial Services
Maryland
$259K – – –
BWM
3853
Base Wealth Management
Florida
$259K – – –
EW
3854
Expressive Wealth
Illinois
$258K – – –
MG
3855
MilWealth Group
Wisconsin
$258K -$170K -234 -40%
OWM
3856
OneAscent Wealth Management
Alabama
$256K +$249K +342 New
AI
3857
Axecap Investments
Ohio
$255K -$18.2K -25 -7%
MCG
3858
McCollum Christoferson Group
New York
$255K -$72.8K -100 -23%
AWMT
3859
AAFMAA Wealth Management & Trust
North Carolina
$254K +$247K +339 New
LL
3860
LPWM LLC
Minnesota
$253K – – –
FS
3861
Ferguson Shapiro
Georgia
$252K +$2.19K +3 +0.9%
HI
3862
Harper Investing
California
$252K +$12.4K +17 +5%
VAG
3863
Vannoy Advisory Group
Texas
$252K – – –
NWMG
3864
Nicholson Wealth Management Group
South Carolina
$251K – – –
WPA
3865
Winning Points Advisors
Florida
$251K – – –
PPWM
3866
Paragon Private Wealth Management
Kentucky
$250K – – –
TWM
3867
Tortuga Wealth Management
California
$249K – – –
BTC
3868
Bank & Trust Company
Illinois
$249K – – –
BCM
3869
Bannerstone Capital Management
Minnesota
$249K -$13.1K -18 -5%
MMCM
3870
Murphy & Mullick Capital Management
New York
$248K – – –
WC
3871
Wynn Capital
Georgia
$248K – – –
PIA
3872
Powell Investment Advisors
Florida
$247K +$23.3K +32 +11%
MGAM
3873
McGowan Group Asset Management
Texas
$246K – – –
BBA
3874
Braun-Bostich & Associates
Pennsylvania
$246K – – –
CCA
3875
Cooper Capital Advisors
California
$246K – – –
153 154
155
156 157