IVV icon

iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CF
1751
Corrigan Financial
Rhode Island
$2.98M -$317K -571 -10%
EFG
1752
Everhart Financial Group
Ohio
$2.98M +$1.11M +2,004 +64%
AA
1753
Axiom Advisory
California
$2.97M +$41.1K +74 +1%
MA
1754
MBA Advisors
Pennsylvania
$2.95M -$5.56K -10 -0.2%
AP
1755
Appleton Partners
Massachusetts
$2.95M -$101K -181 -3%
CWM
1756
Castle Wealth Management
Florida
$2.95M – – –
CAM
1757
Cidel Asset Management
Ontario, Canada
$2.94M +$2.83M +5,096 New
WIM
1758
WealthPlan Investment Management
Nebraska
$2.93M +$1.98M +3,567 +235%
FA
1759
FF Advisors
California
$2.93M +$105K +188 +4%
AW
1760
Alaethes Wealth
Nevada
$2.93M +$1.77M +3,181 +168%
LWP
1761
Laurel Wealth Planning
Minnesota
$2.93M -$43.4K -78 -2%
WCM
1762
Wealthcare Capital Management
Virginia
$2.92M -$570K -1,026 -17%
WAG
1763
Wallace Advisory Group
California
$2.92M -$40.6K -73 -1%
CFA
1764
Cahill Financial Advisors
Minnesota
$2.91M -$195K -351 -7%
TWP
1765
TFO Wealth Partners
Ohio
$2.9M -$198K -356 -7%
CSC
1766
Caldwell Sutter Capital
California
$2.89M -$25.6K -46 -0.9%
MWM
1767
Melfa Wealth Management
Massachusetts
$2.88M -$25K -45 -0.9%
PWM
1768
Paulson Wealth Management
Illinois
$2.88M +$44.5K +80 +2%
FIM
1769
Freedom Investment Management
Connecticut
$2.86M +$933K +1,678 +51%
CTFG
1770
Capstone Triton Financial Group
Oklahoma
$2.86M -$32.2K -58 -1%
AIM
1771
Arcadia Investment Management
Michigan
$2.86M -$5.56K -10 -0.2%
MGW
1772
MB Generational Wealth
Washington
$2.86M – – –
FGA
1773
Fortis Group Advisors
New Jersey
$2.86M +$53.4K +96 +2%
FCM
1774
Fortis Capital Management
Washington
$2.85M -$30.6K -55 -1%
RCWMU
1775
Rothschild & Co Wealth Management (UK)
United Kingdom
$2.84M – – –
69 70
71
72 73