IVV icon

iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ZI
1626
ZEGA Investments
Florida
$4.92M +$4.77M +8,060 New
PWPS
1627
Pinnacle Wealth Planning Services
Ohio
$4.92M +$23.1K +39 +0.5%
BDF
1628
Black Diamond Financial
Maryland
$4.92M +$1.57M +2,653 +47%
SWM
1629
Stockman Wealth Management
Montana
$4.92M +$18.3K +31 +0.4%
SFM
1630
Signet Financial Management
New Jersey
$4.91M +$102K +173 +2%
AFA
1631
Antonelli Financial Advisors
Michigan
$4.91M +$4.94M +8,342 New
JPWM
1632
Jamison Private Wealth Management
Georgia
$4.9M +$222K +375 +5%
EA
1633
Everpar Advisors
Oklahoma
$4.9M +$317K +535 +7%
BBPWM
1634
Blue Bell Private Wealth Management
Pennsylvania
$4.9M +$64.5K +109 +1%
CCWM
1635
Cassaday & Co Wealth Management
Virginia
$4.89M +$423K +714 +9%
EF
1636
Empowered Funds
Pennsylvania
$4.88M +$1.29M +2,182 +36%
CAS
1637
Coppell Advisory Solutions
Texas
$4.88M -$830K -1,402 -15%
MIM
1638
Macroview Investment Management
Maryland
$4.88M +$951K +1,607 +24%
RCM
1639
Raleigh Capital Management
North Carolina
$4.86M -$2.41M -4,077 -33%
ET
1640
Equitable Trust
Tennessee
$4.86M +$4.88M +8,248 New
SSWG
1641
Seven Springs Wealth Group
Tennessee
$4.84M -$34.9K -59 -0.7%
MCM
1642
Manchester Capital Management
Vermont
$4.82M – – –
EBA
1643
Eagle Bay Advisors
New York
$4.81M -$1.07M -1,811 -18%
RWA
1644
Redhawk Wealth Advisors
Minnesota
$4.8M -$94.7K -160 -2%
FPTW
1645
Franklin, Parlapiano, Turner & Welch
Texas
$4.79M +$33.7K +57 +0.7%
AFS
1646
Access Financial Services
Minnesota
$4.79M -$5.92K -10 -0.1%
RMAM
1647
Raab & Moskowitz Asset Management
New Jersey
$4.79M -$11.8K -20 -0.2%
SCM
1648
Shorepath Capital Management
Utah
$4.79M -$61.6K -104 -1%
FGA
1649
Fortis Group Advisors
New Jersey
$4.79M +$1.89M +3,185 +64%
FWP
1650
FAS Wealth Partners
Kansas
$4.78M -$4.14K -7 -0.1%