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
SA
1751
SRH Advisors
Kansas
$2.23M – – –
PWM
1752
PBMares Wealth Management
Virginia
$2.23M -$45.7K -102 -2%
LWA
1753
Lantern Wealth Advisors
New York
$2.23M +$2.09M +4,671 New
SSWM
1754
Smith Salley Wealth Management
North Carolina
$2.23M -$1.12M -2,506 -35%
MRWM
1755
ML&R Wealth Management
Texas
$2.23M +$682K +1,523 +49%
TWM
1756
Tolleson Wealth Management
Texas
$2.22M – – –
SRC
1757
Sage Rhino Capital
California
$2.22M – – –
TA
1758
TrueWealth Advisors
Alabama
$2.22M +$149K +334 +8%
CPG
1759
Cornerstone Planning Group
New Jersey
$2.22M -$1.05M -2,343 -33%
LC
1760
Lincoln Capital
Nebraska
$2.22M +$4.48K +10 +0.2%
LWANC
1761
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.21M -$18.4K -41 -0.9%
GIA
1762
GHP Investment Advisors
Colorado
$2.21M +$7.61K +17 +0.4%
WI
1763
Wedgewood Investors
Pennsylvania
$2.2M -$89.5K -200 -4%
SWA
1764
SOA Wealth Advisors
New York
$2.2M -$10.7K -24 -0.5%
FWA
1765
FSM Wealth Advisors
Ohio
$2.2M +$2.69K +6 +0.1%
APW
1766
Austin Private Wealth
Texas
$2.18M +$13.4K +30 +0.7%
PMG
1767
ProVise Management Group
Florida
$2.18M -$30.9K -69 -1%
AWM
1768
Aprio Wealth Management
Georgia
$2.17M -$35.8K -80 -2%
OWP
1769
Obermeyer Wealth Partners
Colorado
$2.17M -$23.7K -53 -1%
KCPG
1770
Kavar Capital Partners Group
Kansas
$2.17M -$91.8K -205 -4%
GWA
1771
Gratus Wealth Advisors
Virginia
$2.16M +$2.02M +4,521 New
FGA
1772
Fortis Group Advisors
New Jersey
$2.15M +$47.9K +107 +2%
GJIA
1773
Glass Jacobson Investment Advisors
Maryland
$2.15M +$70.7K +158 +4%
SIS
1774
Strategic Investment Solutions
Illinois
$2.15M -$14.7M -32,852 -88%
MIIM
1775
Mesirow Institutional Investment Management
Illinois
$2.14M +$17K +38 +0.9%
69 70
71
72 73