IVV icon

iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
OMIC
1501
Old Mission Investment Co
Michigan
$4.1M +$22.5K +45 +0.6%
SFG
1502
Summit Financial Group
West Virginia
$4.09M -$166K -332 -4%
BMC
1503
Bear Mountain Capital
Washington
$4.09M -$10.5K -21 -0.3%
NIM
1504
Northeast Investment Management
Massachusetts
$4.07M – – –
LFG
1505
Larson Financial Group
Missouri
$4.07M +$2.17M +4,338 +127%
CFG
1506
Clayton Financial Group
Missouri
$4.07M +$3.88M +7,745 New
RA
1507
Ruggaard & Associates
Ohio
$4.06M +$295K +590 +8%
JAG
1508
Journey Advisory Group
Kentucky
$4.06M -$108K -215 -3%
AA
1509
Auxano Advisors
Washington
$4.06M +$264K +528 +7%
WWM
1510
WJ Wealth Management
Arizona
$4.06M -$24K -48 -0.6%
EAM
1511
Evanson Asset Management
California
$4.04M -$85.6K -171 -2%
DIA
1512
Dana Investment Advisors
Wisconsin
$4.02M +$254K +508 +7%
GA
1513
GFS Advisors
Texas
$3.99M – – –
KL
1514
KWMG LLC
Kansas
$3.99M -$306K -612 -7%
LCC
1515
Lincoln Capital Corp
Rhode Island
$3.97M +$2.46M +4,910 +186%
QPWM
1516
Quadrant Private Wealth Management
Pennsylvania
$3.96M +$43.5K +87 +1%
IFS
1517
Intelligent Financial Strategies
Minnesota
$3.95M +$69K +138 +2%
HBWM
1518
Hollow Brook Wealth Management
New York
$3.94M – – –
PFWA
1519
Paces Ferry Wealth Advisors
Georgia
$3.94M -$542K -1,083 -13%
CCWM
1520
Cassaday & Co Wealth Management
Virginia
$3.91M +$261K +521 +8%
SCA
1521
Sage Capital Advisors
South Dakota
$3.91M +$32.5K +65 +0.9%
WCG
1522
Weaver Consulting Group
California
$3.91M +$278K +555 +8%
CC
1523
Cypress Capital
Tennessee
$3.89M +$9.01K +18 +0.2%
NC
1524
NovaPoint Capital
Georgia
$3.88M +$39.5K +79 +1%
NWMG
1525
National Wealth Management Group
Ohio
$3.87M +$638K +1,275 +21%
59 60
61
62 63