IVV icon

iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
1651
Accelerate Investment Advisors
California
$4.78M +$493K +833 +11%
SIA
1652
SeaBridge Investment Advisors
New Jersey
$4.77M +$4.8M +8,108 New
NIM
1653
Northeast Investment Management
Massachusetts
$4.77M +$303K +512 +7%
SFO
1654
Stokes Family Office
Louisiana
$4.75M +$44.4K +75 +0.9%
NB
1655
NBT Bank
New York
$4.75M -$153K -258 -3%
EIP
1656
Ellis Investment Partners
Pennsylvania
$4.75M +$104K +175 +2%
MAG
1657
M3 Advisory Group
Massachusetts
$4.75M +$165K +278 +4%
LWL
1658
Leo Wealth LLC
Texas
$4.74M -$37.3K -63 -0.8%
PJSIMP
1659
P.J. Schmidt Investment Management (PJS)
Wisconsin
$4.74M -$8.88K -15 -0.2%
SJGA
1660
Stephen J. Garry & Associates
New York
$4.74M -$76.4K -129 -2%
TPWA
1661
TRUE Private Wealth Advisors
Oregon
$4.73M -$3.18M -5,379 -40%
APC
1662
Asset Planning Corporation
Tennessee
$4.72M +$1.18K +2 +0%
HF
1663
HRT Financial
New York
$4.72M +$2.73M +4,609 +135%
LA
1664
Lifeworks Advisors
Michigan
$4.71M -$50.9K -86 -1%
TDB
1665
Thompson David Blair
$4.71M +$4.74M +8,001 New
AA
1666
Alpha Advisors
Virginia
$4.71M +$4.73M +7,993 New
PFWA
1667
Paces Ferry Wealth Advisors
Georgia
$4.7M +$45K +76 +1%
CFP
1668
Comprehensive Financial Planning
Pennsylvania
$4.69M +$4.71M +7,965 New
WWM
1669
WJ Wealth Management
Arizona
$4.68M -$34.3K -58 -0.7%
MWPCG
1670
Measured Wealth Private Client Group
New Hampshire
$4.67M -$136K -230 -3%
TS
1671
Triglav Skladi
Slovenia
$4.67M +$4.7M +7,934 New
4WM
1672
49 Wealth Management
Texas
$4.67M -$163K -276 -3%
FP
1673
Fiduciary Planning
Florida
$4.64M +$198K +334 +4%
IWC
1674
Infinity Wealth Counsel
Ohio
$4.63M +$4.65M +7,859 New
Q1WB
1675
Quest 10 Wealth Builders
Virginia
$4.62M +$4.65M +7,848 New
65 66
67
68 69