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
WCFA
1001
Walkner Condon Financial Advisors
Wisconsin
$26M +$301K +414 +1%
AI
1002
Arvest Investments
Arkansas
$26M -$2.03M -2,791 -7%
CFA
1003
Churchill Financial Advisors
Kentucky
$26M +$3.72M +5,109 +17%
WJA
1004
Willis Johnson & Associates
Texas
$25.9M -$692K -950 -3%
OBWA
1005
Oak Barrel Wealth Advisory
Virginia
$25.8M +$25.1M +34,503 New
WF
1006
Williams Financial
Vermont
$25.8M +$1.14M +1,560 +5%
BFS
1007
Bradley Foster & Sargent
Connecticut
$25.7M -$420K -577 -2%
TR
1008
Tepp RIA
New Jersey
$25.7M -$1.08M -1,482 -4%
4WM
1009
4J Wealth Management
Virginia
$25.7M -$257K -353 -1%
GWM
1010
GSB Wealth Management
Connecticut
$25.7M -$120K -165 -0.5%
EA
1011
Everpar Advisors
Oklahoma
$25.6M +$3.67M +5,046 +17%
AWA
1012
Acumen Wealth Advisors
Tennessee
$25.3M -$31M -42,565 -56%
ML
1013
McAdam LLC
Pennsylvania
$25.2M -$2.59M -3,551 -10%
ST
1014
Sageworth Trust
Pennsylvania
$25.2M -$52.4K -72 -0.2%
FPCP
1015
Fort Point Capital Partners
California
$25.2M +$2.29M +3,141 +10%
VPW
1016
Vericrest Private Wealth
Pennsylvania
$25.1M -$1.74M -2,390 -7%
CTA
1017
Chesley Taft & Associates
Illinois
$25M +$2.19M +3,009 +10%
HC
1018
Headland Capital
South Carolina
$25M +$1.72M +2,363 +8%
SS
1019
SBI Securities
Japan
$24.8M -$250K -343 -1%
LA
1020
Layline Advisors
New York
$24.8M +$24.1M +33,139 New
MW
1021
Merited Wealth
Florida
$24.7M +$12.3M +16,950 +105%
I2I
1022
Insight 2811 Inc
Illinois
$24.7M -$30.6K -42 -0.1%
LA
1023
Lynch & Associates
Indiana
$24.6M -$379K -521 -2%
CCG
1024
Cypress Capital Group
Florida
$24.5M -$85.2K -117 -0.4%
AWM
1025
Ameliora Wealth Management
Switzerland
$24.5M -$626K -860 -3%
39 40
41
42 43