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
FC
1526
Financial Consulate
Maryland
$2.53M -$165K -392 -6%
LSA
1527
Lion Street Advisors
Texas
$2.52M -$331K -786 -13%
ADL
1528
Asset Dedication LLC
California
$2.52M +$443K +1,051 +23%
TDWM
1529
Topel & Distasi Wealth Management
California
$2.51M – – –
DI
1530
Disciplined Investments
Oklahoma
$2.51M -$717K -1,701 -23%
CA
1531
CapWealth Advisors
Tennessee
$2.5M -$98.2K -233 -4%
IF
1532
Intrua Financial
Texas
$2.5M +$59.4K +141 +3%
HKIMG
1533
Hutchens & Kramer Investment Management Group
Indiana
$2.5M +$594K +1,409 +34%
CF
1534
Corrigan Financial
Rhode Island
$2.49M -$36.2K -86 -2%
NRI
1535
NFP Retirement Inc
California
$2.49M -$4.74M -11,238 -67%
CC
1536
Cypress Capital
Tennessee
$2.49M +$1.17M +2,787 +100%
BDF
1537
Black Diamond Financial
Maryland
$2.48M – – –
CTFG
1538
Capstone Triton Financial Group
Oklahoma
$2.47M -$57.7K -137 -2%
NRC
1539
New Republic Capital
North Carolina
$2.47M -$75.9K -180 -3%
CSPAM
1540
Cary Street Partners Asset Management
Virginia
$2.44M -$98.2K -233 -4%
FRA
1541
Frank Rimerman Advisors
California
$2.43M -$67K -159 -3%
OCFG
1542
O'Connor Financial Group
Illinois
$2.42M +$8.43K +20 +0.4%
PA
1543
Procyon Advisors
Connecticut
$2.41M -$1.07M -2,549 -32%
IIM
1544
Ipswich Investment Management
Massachusetts
$2.41M +$198K +469 +10%
JIR
1545
James Investment Research
Ohio
$2.41M -$3.37K -8 -0.1%
DC
1546
Darrow Company
Massachusetts
$2.4M -$4.64K -11 -0.2%
TWP
1547
TFO Wealth Partners
Ohio
$2.4M – – –
FAAM
1548
First Ascent Asset Management
Colorado
$2.4M -$47.6K -113 -2%
CWP
1549
Curated Wealth Partners
California
$2.39M +$97.3K +231 +5%
DFC
1550
DBK Financial Counsel
Ohio
$2.38M -$21.1K -50 -0.9%
60 61
62
63 64