IVV icon

iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
TWCA
1801
Two West Capital Advisors
Kansas
$3.35M +$266K +451 +8%
NWM
1802
Napa Wealth Management
California
$3.33M -$596K -1,010 -15%
VWM
1803
Vigilare Wealth Management
Arizona
$3.33M +$828K +1,402 +31%
EMAM
1804
Encompass More Asset Management
California
$3.33M +$415K +703 +13%
ZIM
1805
Zacks Investment Management
Illinois
$3.33M -$532K -901 -13%
ME
1806
McIlrath & Eck
Washington
$3.31M -$10.6K -18 -0.3%
FBFS
1807
First Business Financial Services
Wisconsin
$3.3M – – –
CA
1808
Capital Advantage
California
$3.3M – – –
MWA
1809
Merkkuri Wealth Advisors
New York
$3.29M -$299K -507 -8%
CL
1810
CIM LLC
New York
$3.29M -$579K -980 -14%
LFP
1811
Leeward Financial Partners
Washington
$3.27M -$527K -893 -13%
TPWA
1812
TRUE Private Wealth Advisors
Oregon
$3.26M -$1.32M -2,234 -28%
AIM
1813
Aspen Investment Management
Michigan
$3.25M +$65K +110 +2%
FW
1814
FullCircle Wealth
Texas
$3.25M -$47.8K -81 -1%
FNC
1815
First National Corp
Massachusetts
$3.24M +$52.6K +89 +2%
TP
1816
Tranquility Partners
Tennessee
$3.23M -$24.2K -41 -0.7%
AWA
1817
Alta Wealth Advisors
Massachusetts
$3.22M -$25.4K -43 -0.7%
SG
1818
Strid Group
Pennsylvania
$3.22M -$418K -708 -11%
NI
1819
NYL Investors
New York
$3.21M – – –
IBOK
1820
Independence Bank of Kentucky
Kentucky
$3.21M +$572K +969 +20%
MWM
1821
Maridea Wealth Management
New York
$3.21M -$2.18M -3,695 -39%
ADL
1822
Asset Dedication LLC
California
$3.2M -$472K -799 -12%
HCA
1823
Harbour Capital Advisors
Virginia
$3.19M +$192K +325 +6%
SDWMA
1824
Schneider Downs Wealth Management Advisors
Pennsylvania
$3.18M -$21.8K -37 -0.6%
PCM
1825
Palisade Capital Management
New Jersey
$3.17M +$246K +416 +8%
71 72
73
74 75