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
OWM
3851
OneAscent Wealth Management
Alabama
$218K +$6.79K +10 +3%
SWTS
3852
Stonehaven Wealth & Tax Solutions
Wisconsin
$217K -$21.1K -31 -9%
FCM
3853
Flagship Capital Management
Pennsylvania
$216K +$215K +316 New
VIA
3854
Victrix Investment Advisors
Florida
$216K +$215K +316 New
BWM
3855
Base Wealth Management
Florida
$216K +$1.36K +2 +0.6%
SHFA
3856
SS&H Financial Advisors
Michigan
$216K -$124K -183 -37%
WFS
3857
Widmann Financial Services
Maryland
$214K +$213K +313 New
CG
3858
Clifford Group
Massachusetts
$214K +$212K +312 New
WFM
3859
Wolff Financial Management
Michigan
$214K – – –
SRWM
3860
Shira Ridge Wealth Management
California
$213K -$81.5K -120 -28%
BH
3861
Burk Holdings
Oklahoma
$212K +$211K +310 New
QHA
3862
Quarry Hill Advisors
Minnesota
$211K – – –
PGWA
3863
Plus Group Wealth Advisors
Wisconsin
$211K +$209K +308 New
OP
3864
Oath Planning
Oklahoma
$211K +$209K +308 New
SWM
3865
Sherman Wealth Management
Maryland
$210K +$208K +307 New
BCG
3866
Bravias Capital Group
New Jersey
$210K – – –
AMG
3867
APS Management Group
California
$208K -$13.6K -20 -6%
CWM
3868
Cherrydale Wealth Management
New Jersey
$208K – – –
MCM
3869
MontVue Capital Management
Virginia
$208K – – –
BSCCG
3870
Blue Sky Capital Consultants Group
California
$208K +$206K +304 New
HHCP
3871
Hilton Head Capital Partners
South Carolina
$208K +$206K +304 New
CMP
3872
Christine Messmer PC
Pennsylvania
$208K +$206K +304 New
MA
3873
Marquette Associates
Illinois
$208K -$3M -4,413 -94%
PA
3874
Prism Advisors
California
$207K – – –
EPW
3875
Evergreen Private Wealth
Colorado
$206K – – –
153 154
155
156 157