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
RCG
976
Ruggie Capital Group
Florida
$374K +$138K +572 +59%
PWAP
977
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$373K +$370K +1,533 New
AIM
978
Avity Investment Management
Connecticut
$370K -$24.1K -100 -6%
IPC
979
Independent Portfolio Consultants
Florida
$370K +$367K +1,521 New
PSW
980
Portfolio Strategies (Washington)
Washington
$368K +$349K +1,448 +2,298%
EIA
981
Edgemoor Investment Advisors
Maryland
$365K +$362K +1,499 New
LCM
982
Lucas Capital Management
New Jersey
$362K +$122K +504 +51%
MBTD
983
Mechanics Bank - Trust Department
California
$359K – – –
PAS
984
Partnervest Advisory Services
California
$358K +$36.7K +152 +12%
MWM
985
Meridian Wealth Management
Kentucky
$357K +$101K +420 +40%
AF
986
Arrow Financial
New York
$356K -$1.45K -6 -0.4%
MMG
987
Monetary Management Group
Missouri
$353K – – –
SFWA
988
Summit Financial Wealth Advisors
Louisiana
$352K +$349K +1,448 New
GWS
989
Glassman Wealth Services
Virginia
$351K +$139K +578 +67%
AB
990
Atlas Brown
Kentucky
$348K +$87.8K +364 +34%
TCOO
991
Trust Company of Oklahoma
Oklahoma
$347K – – –
PA
992
Paracle Advisors
Washington
$346K +$57.4K +238 +20%
CIC
993
Cornercap Investment Counsel
Georgia
$344K – – –
IA
994
Independence Advisors
Pennsylvania
$341K – – –
IC
995
InterOcean Capital
Illinois
$339K – – –
BRWA
996
B. Riley Wealth Advisors
Florida
$337K +$63.7K +264 +24%
GHAM
997
Gilman Hill Asset Management
Connecticut
$335K +$30.2K +125 +10%
AIS
998
American Investment Services
Massachusetts
$328K – – –
JSA
999
Jacobson & Schmitt Advisors
Wisconsin
$327K +$89.3K +370 +38%
CA
1000
Cortland Associates
Missouri
$321K -$534K -2,211 -63%
38 39
40
41 42