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
RWP
1601
Ridgecrest Wealth Partners
California
$7.06M -$1.19M -1,754 -15%
ISWM
1602
Independent Solutions Wealth Management
New York
$7.06M +$982K +1,446 +16%
SC
1603
Sepio Capital
Utah
$7.01M +$5.94M +8,744 +584%
HFO
1604
Heritage Family Offices
Arizona
$7M +$868K +1,278 +14%
BWA
1605
BlueChip Wealth Advisors
Georgia
$6.99M -$279K -411 -4%
SC
1606
Steph & Co
Wisconsin
$6.96M +$86.2K +127 +1%
FWP
1607
Firethorn Wealth Partners
Georgia
$6.96M -$187K -276 -3%
GCA
1608
Gallagher Capital Advisors
Texas
$6.94M -$6.11K -9 -0.1%
PWM
1609
Power Wealth Management
Georgia
$6.9M -$31.2K -46 -0.5%
XPN
1610
XY Planning Network
Montana
$6.86M -$2.06M -3,037 -23%
BWA
1611
Bestgate Wealth Advisors
Maryland
$6.86M -$135K -199 -2%
ITB
1612
Idaho Trust Bank
Idaho
$6.85M -$968K -1,425 -12%
BPC
1613
Banque Pictet & Cie
Switzerland
$6.84M +$937K +1,380 +16%
KPWM
1614
KDK Private Wealth Management
Texas
$6.83M -$89K -131 -1%
NC
1615
NovaPoint Capital
Georgia
$6.83M -$51.6K -76 -0.8%
DWP
1616
Daymark Wealth Partners
Ohio
$6.82M -$861K -1,268 -11%
AAS
1617
Annex Advisory Services
Wisconsin
$6.8M +$184K +271 +3%
VPW
1618
Variant Private Wealth
Virginia
$6.8M -$144K -212 -2%
HP
1619
Holistic Planning
Texas
$6.79M +$414K +610 +7%
SOS
1620
Silver Oak Securities
Tennessee
$6.79M -$503K -741 -7%
LSPW
1621
Lake Street Private Wealth
Illinois
$6.76M -$10.2K -15 -0.2%
SWM
1622
Selective Wealth Management
Virginia
$6.75M -$856K -1,261 -11%
SWM
1623
SK Wealth Management
Rhode Island
$6.74M +$17K +25 +0.3%
LFAS
1624
Level Four Advisory Services
Texas
$6.7M +$237K +349 +4%
JHC
1625
J. Hagan Capital
Kentucky
$6.69M +$4.47M +6,587 +207%
63 64
65
66 67