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
TCM
1051
Traynor Capital Management
Pennsylvania
$592K +$114K +434 +25%
SPWA
1052
SteelBridge Private Wealth Advisors
Florida
$588K +$119K +455 +26%
GAM
1053
Gemmer Asset Management
California
$581K +$2.36K +9 +0.4%
LA
1054
Leonetti & Associates
Illinois
$580K -$20.2K -77 -3%
MWM
1055
Mission Wealth Management
California
$575K +$55K +210 +11%
HFA
1056
High Falls Advisors
New York
$574K +$170K +651 +44%
KCM
1057
Kornitzer Capital Management
Kansas
$571K +$557K +2,125 New
WI
1058
Welch Investments
Alabama
$571K +$557K +2,125 New
BC
1059
Barnett & Company
Tennessee
$568K +$60.2K +230 +12%
LPIC
1060
LeJeune Puetz Investment Counsel
Michigan
$567K +$66.5K +254 +14%
WPA
1061
West Paces Advisors
Georgia
$564K +$25.9K +99 +5%
WAM
1062
Weatherly Asset Management
California
$561K -$5.24K -20 -1%
CC
1063
Callan Capital
California
$559K +$278K +1,060 +104%
CM
1064
Churchill Management
California
$558K +$95.3K +364 +21%
SGAM
1065
Steinberg Global Asset Management
Florida
$557K – – –
MCIA
1066
Mountain Capital Investment Advisors
Colorado
$552K +$46.1K +176 +9%
DIA
1067
Davidson Investment Advisors
Montana
$547K – – –
HTC
1068
Haverford Trust Company
Pennsylvania
$547K +$228K +872 +75%
CAM
1069
Carret Asset Management
New York
$544K +$114K +435 +27%
OIWM
1070
OptiFour Integrated Wealth Management
Virginia
$542K +$528K +2,016 New
MIM
1071
Montgomery Investment Management
Maryland
$540K – – –
JC
1072
Jentner Corp
Ohio
$531K – – –
CA
1073
Cortland Associates
Missouri
$527K +$167K +639 +48%
FF
1074
Francis Financial
$525K +$511K +1,952 New
PFM
1075
Probabilities Fund Management
New York
$522K +$509K +1,943 New
41 42
43
44 45