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
CA
1401
CapWealth Advisors
Tennessee
$838K +$802K +2,592 New
JG
1402
Jefferies Group
New York
$835K +$799K +2,583 New
LA
1403
LexAurum Advisors
Kansas
$809K +$244K +790 +46%
AIM
1404
AMI Investment Management
Indiana
$808K – – –
GC
1405
Gruss & Co
Florida
$808K +$774K +2,500 New
SW
1406
SkyOak Wealth
Michigan
$808K +$774K +2,501 New
LRIA
1407
Leonard Rickey Investment Advisors
Washington
$807K +$11.1K +36 +1%
RMDI
1408
R.M. Davis Inc
Maine
$803K -$44.9K -145 -6%
PFA
1409
Pathway Financial Advisors
Vermont
$797K – – –
NEWAS
1410
N.E.W. Advisory Services
Wisconsin
$795K +$762K +2,462 New
BTW
1411
Boston Trust Walden
Massachusetts
$794K -$1.55K -5 -0.2%
LWM
1412
Laidlaw Wealth Management
New York
$793K +$759K +2,453 New
LNWWM
1413
Laird Norton Wetherby Wealth Management
California
$792K -$143K -461 -16%
NIM
1414
Nicollet Investment Management
Minnesota
$791K +$27.2K +88 +4%
FWM
1415
Focused Wealth Management
New York
$790K -$30.3K -98 -4%
BA
1416
BCM Advisors
Louisiana
$787K +$347K +1,122 +86%
BCM
1417
BTR Capital Management
California
$786K – – –
KPCM
1418
Kings Point Capital Management
New York
$785K +$405K +1,310 +117%
APP
1419
Avantax Planning Partners
Iowa
$784K +$619 +2 +0.1%
SAA
1420
Southeast Asset Advisors
Georgia
$782K -$8.05K -26 -1%
1SB
1421
1ST Source Bank
Indiana
$782K +$12.7K +41 +2%
FNC
1422
First National Corp
Massachusetts
$778K -$619 -2 -0.1%
CBN
1423
Cadence Bank NA
Texas
$776K +$95K +307 +15%
FA
1424
Financial Advisors
Massachusetts
$774K +$82.9K +268 +13%
GAG
1425
GM Advisory Group
New York
$774K +$323K +1,044 +77%
55 56
57
58 59