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
DWA
1776
Dougherty Wealth Advisers
Minnesota
$240K -$10.5K -34 -4%
AMM
1777
American Money Management
California
$240K – – –
PW
1778
Peninsula Wealth
California
$239K +$1.55K +5 +0.7%
BC
1779
Barnett & Company
Tennessee
$238K – – –
HCIA
1780
Hochman Cole Investment Advisors
Illinois
$238K – – –
NPA
1781
Nichols & Pratt Advisers
Massachusetts
$238K – – –
VCM
1782
Vigilant Capital Management
Maine
$238K – – –
CPC
1783
Consolidated Planning Corp
Georgia
$238K +$228K +736 New
MHIC
1784
Marble Harbor Investment Counsel
Massachusetts
$238K +$228K +737 New
PCM
1785
Pointe Capital Management
Michigan
$235K – – –
MAM
1786
Meeder Asset Management
Ohio
$235K +$77.7K +251 +53%
TAM
1787
Townsend Asset Management
North Carolina
$234K +$224K +723 New
SCM
1788
Stonehearth Capital Management
Massachusetts
$233K – – –
MAS
1789
Madden Advisory Services
Florida
$233K +$223K +722 New
TCOO
1790
Trust Company of Oklahoma
Oklahoma
$233K – – –
TAM
1791
Tocqueville Asset Management
New York
$232K +$1.55K +5 +0.7%
FVWA
1792
Foster Victor Wealth Advisors
South Carolina
$230K – – –
MIM
1793
Marco Investment Management
Georgia
$229K – – –
OFS
1794
OneAscent Financial Services
Alabama
$229K +$219K +709 New
EIA
1795
Edgemoor Investment Advisors
Maryland
$228K – – –
QPWM
1796
Quadrant Private Wealth Management
Pennsylvania
$227K – – –
GWM
1797
Greenwich Wealth Management
Connecticut
$226K -$6.19K -20 -3%
ACA
1798
Ackerman Capital Advisors
Texas
$226K – – –
KCPG
1799
Kavar Capital Partners Group
Kansas
$226K – – –
BSAM
1800
Blue Sky Asset Management
Colorado
$226K +$217K +700 New
70 71
72
73 74