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
4WM
876
4J Wealth Management
Virginia
$23.3M +$401K +698 +2%
SF
877
Synovus Financial
Georgia
$23.3M -$330K -574 -2%
FPW
878
Flagship Private Wealth
Massachusetts
$23.1M -$1.01M -1,762 -5%
FFW
879
Fusion Family Wealth
New York
$23.1M +$1.67M +2,907 +8%
AWM
880
Abound Wealth Management
Tennessee
$23M -$505K -879 -2%
RIA
881
Richwood Investment Advisors
Ohio
$23M +$602K +1,048 +3%
OWA
882
One Wealth Advisors
California
$22.9M +$608K +1,059 +3%
MA
883
Marquette Associates
Illinois
$22.8M -$918K -1,599 -4%
HCM
884
Hengehold Capital Management
Ohio
$22.8M +$1.4M +2,446 +7%
SS
885
SBI Securities
Japan
$22.7M +$10.3K +18 +0%
CWM
886
Congress Wealth Management
Massachusetts
$22.7M +$1.29M +2,242 +7%
RFG
887
RFP Financial Group
Georgia
$22.7M -$682K -1,188 -3%
SXL
888
Summit X LLC
Missouri
$22.6M -$7.34M -12,775 -26%
OCM
889
Orion Capital Management
California
$22.6M +$1.48M +2,585 +8%
PCA
890
Peddock Capital Advisors
Massachusetts
$22.5M +$444K +774 +2%
PPW
891
Parcion Private Wealth
Washington
$22.5M +$525M +914,752 +39,668%
SCA
892
Southern Capital Advisors
Tennessee
$22.5M +$367K +640 +2%
TSWM
893
Tyler-Stone Wealth Management
Ohio
$22.4M -$315K -549 -2%
LT
894
Legacy Trust
Michigan
$22.3M +$6.67M +11,617 +48%
DC
895
Destiny Capital
Colorado
$22.3M +$1.5M +2,615 +8%
TFM
896
Trademark Financial Management
Minnesota
$22.3M +$2.24M +3,899 +12%
PCS
897
Private Client Services
Kentucky
$22.3M +$6.92M +12,056 +51%
4FG
898
4Thought Financial Group
New York
$22.2M +$12.4M +21,626 +152%
SC
899
Stephenson & Company
California
$22.2M +$878K +1,529 +4%
AM
900
Atwater Malick
Pennsylvania
$22.2M +$477K +830 +2%
34 35
36
37 38