IVV icon

iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CHA
1501
Carmichael Hill & Associates
Maryland
$2.55M -$46.1K -103 -2%
SFWA
1502
Summit Financial Wealth Advisors
Louisiana
$2.54M -$153K -343 -6%
BSWA
1503
Bromfield Sneider Wealth Advisors
Massachusetts
$2.54M -$49.2K -110 -2%
CSIC
1504
Clifford Swan Investment Counsel
California
$2.54M – – –
AUB
1505
Atlantic Union Bankshares
Virginia
$2.53M -$33.1K -74 -1%
ADL
1506
Asset Dedication LLC
California
$2.53M +$105K +235 +4%
SDWMA
1507
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.51M +$41.6K +93 +2%
SF
1508
Symphony Financial
Texas
$2.51M -$573K -1,280 -18%
DI
1509
DAGCO Inc
Ohio
$2.51M +$3.22M +7,191 +42%
ME
1510
McIlrath & Eck
Washington
$2.51M -$76.5K -171 -3%
GGS
1511
Galvin Gaustad & Stein
Arizona
$2.51M -$16.1K -36 -0.6%
MIFH
1512
Migdal Insurance & Financial Holdings
Israel
$2.5M – – –
PAG
1513
Paladin Advisory Group
Iowa
$2.5M -$224K -501 -8%
AFA
1514
Arlington Financial Advisors
California
$2.49M -$64.9K -145 -2%
SBLIC
1515
Security Benefit Life Insurance Company
Kansas
$2.49M -$44.7K -100 -2%
GIA
1516
Guyasuta Investment Advisors
Pennsylvania
$2.49M – – –
SCM
1517
Schnieders Capital Management
California
$2.48M – – –
RWMG
1518
Redwood Wealth Management Group
New Jersey
$2.48M -$84.5K -189 -3%
DWP
1519
Destiny Wealth Partners
Florida
$2.48M – – –
WPA
1520
West Paces Advisors
Georgia
$2.48M -$78.3K -175 -3%
CF
1521
Corrigan Financial
Rhode Island
$2.48M +$78.3K +175 +3%
JPWM
1522
Jamison Private Wealth Management
Georgia
$2.47M +$2.58M +5,758 New
VWM
1523
Vigilare Wealth Management
Arizona
$2.46M -$40.7K -91 -2%
FAG
1524
Fortitude Advisory Group
Washington
$2.46M +$219K +489 +9%
CWM
1525
Concentric Wealth Management
California
$2.45M +$6.26K +14 +0.2%
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