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
NFG
1301
Nations Financial Group
Iowa
$1.97M +$87.6K +246 +5%
WAM
1302
WNY Asset Management
New York
$1.97M +$1.87M +5,241 New
BB
1303
Busey Bank
Illinois
$1.97M -$587K -1,650 -24%
CCM
1304
Chilton Capital Management
Texas
$1.97M -$3.56K -10 -0.2%
NEWAS
1305
N.E.W. Advisory Services
Wisconsin
$1.95M +$1.62M +4,543 +712%
BJ
1306
Brouwer & Janachowski
California
$1.94M – – –
LK
1307
Lumbard & Kellner
New Hampshire
$1.94M +$1.84M +5,168 New
CDIA
1308
Capital Directions Investment Advisors
Georgia
$1.94M -$94.7K -266 -5%
BFWA
1309
Benchmark Financial Wealth Advisors
Florida
$1.93M +$253K +712 +16%
KBFS
1310
Kohmann Bosshard Financial Services
Ohio
$1.93M -$21.7K -61 -1%
TTWM
1311
TCV Trust & Wealth Management
Virginia
$1.93M +$79K +222 +5%
DP
1312
Denver PWM
Colorado
$1.91M -$121K -339 -6%
BOM
1313
Bank of Marin
California
$1.91M – – –
SWM
1314
Segment Wealth Management
Texas
$1.91M +$1.42K +4 +0.1%
PIA
1315
Perennial Investment Advisors
California
$1.91M +$621K +1,746 +52%
NEPWA
1316
New England Private Wealth Advisors
Massachusetts
$1.9M -$14.6K -41 -0.8%
ICM
1317
Islay Capital Management
Texas
$1.89M +$62.3K +175 +4%
PWPS
1318
Pinnacle Wealth Planning Services
Ohio
$1.89M -$23.5K -66 -1%
WPA
1319
West Paces Advisors
Georgia
$1.87M +$3.92K +11 +0.2%
VWM
1320
Valley Wealth Managers
New Jersey
$1.87M +$396K +1,113 +29%
SWM
1321
Stockman Wealth Management
Montana
$1.87M -$47K -132 -3%
TFS
1322
Thoroughbred Financial Services
Tennessee
$1.86M +$74.7K +210 +4%
AP
1323
Appleton Partners
Massachusetts
$1.86M -$156K -438 -8%
MPCG
1324
Matrix Private Capital Group
New York
$1.86M +$117K +328 +7%
BS
1325
Boenning & Scattergood
Pennsylvania
$1.85M +$27.8K +78 +2%
51 52
53
54 55