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
LA
701
Legacy Advisors
Pennsylvania
$1.45M +$463K +1,918 +47%
B
702
Bridgeworth
Alabama
$1.44M +$9.65K +40 +0.7%
PL
703
Plancorp LLC
Missouri
$1.43M -$231K -956 -14%
AIM
704
Aspen Investment Management
Michigan
$1.43M – – –
AFS
705
Access Financial Services
Minnesota
$1.42M -$103K -425 -7%
RCWMU
706
Rothschild & Co Wealth Management (UK)
United Kingdom
$1.42M – – –
PC
707
Pecaut & Co
Iowa
$1.41M – – –
RHBC
708
R.H. Bluestein & Co
Michigan
$1.4M -$125K -519 -8%
HAM
709
Highstreet Asset Management
Ontario, Canada
$1.4M +$1.39M +5,748 New
ADL
710
Asset Dedication LLC
California
$1.38M +$19.5K +81 +1%
EP
711
Edgestream Partners
New Jersey
$1.38M -$126K -524 -8%
SCA
712
Sage Capital Advisors
South Dakota
$1.36M +$1.35M +5,592 New
GP
713
Girard Partners
Pennsylvania
$1.36M +$23.4K +97 +2%
JIP
714
Jaffetilchin Investment Partners
Florida
$1.34M -$2.05M -8,487 -61%
CWM
715
Concert Wealth Management
California
$1.34M -$3.71M -15,365 -74%
MCM
716
McRae Capital Management
New Jersey
$1.33M – – –
PWAG
717
Polaris Wealth Advisory Group
California
$1.32M +$1.31M +5,438 New
RC
718
RegentAtlantic Capital
New Jersey
$1.32M -$20K -83 -2%
CWA
719
Cypress Wealth Advisors
California
$1.29M -$577K -2,391 -31%
EWM
720
Empirical Wealth Management
Washington
$1.28M +$127K +527 +11%
LFG
721
LifePlan Financial Group
Ohio
$1.26M +$158K +655 +15%
NAM
722
NTV Asset Management
West Virginia
$1.24M +$483 +2 +0%
BG
723
Bahl & Gaynor
Ohio
$1.24M +$469K +1,943 +62%
CCM
724
Colorado Capital Management
Colorado
$1.24M +$11.8K +49 +1%
AP
725
Appleton Partners
Massachusetts
$1.24M -$422K -1,750 -26%
27 28
29
30 31