IVV icon

iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
FDCP
1826
Foster Dykema Cabot & Partners
Massachusetts
$2.62M +$1.06M +1,900 +72%
HPC
1827
Hobart Private Capital
North Carolina
$2.62M -$12.2K -22 -0.5%
AWA
1828
Alta Wealth Advisors
Massachusetts
$2.62M +$320K +576 +15%
MIIM
1829
Mesirow Institutional Investment Management
Illinois
$2.62M +$9.45K +17 +0.4%
FC
1830
Financial Consulate
Maryland
$2.61M -$48.9K -88 -2%
LA
1831
Lane & Associates
New Jersey
$2.6M -$47.8K -86 -2%
APP
1832
Avantax Planning Partners
Iowa
$2.6M -$55K -99 -2%
GIA
1833
GHP Investment Advisors
Colorado
$2.58M +$7.23K +13 +0.3%
HH
1834
Hilltop Holdings
Texas
$2.57M +$176K +316 +8%
LCM
1835
Lazari Capital Management
California
$2.57M -$434K -780 -15%
BA
1836
Bridge Advisory
California
$2.56M -$61.7K -111 -2%
CF
1837
Centaurus Financial
California
$2.55M -$4.5M -8,087 -65%
WE
1838
Wealth Effects
Massachusetts
$2.55M – – –
SCTC
1839
Sanibel Captiva Trust Company
Florida
$2.55M – – –
BMO
1840
Beck Mack & Oliver
New York
$2.54M – – –
TYCC
1841
Texas Yale Capital Corp
Florida
$2.53M +$1.3M +2,330 +113%
ACM
1842
AlphaStar Capital Management
North Carolina
$2.53M -$119K -214 -5%
PCMF
1843
Private Capital Management (Florida)
Florida
$2.53M +$297K +535 +14%
OPWM
1844
Oxinas Partners Wealth Management
Indiana
$2.52M -$556 -1 -0%
BSHC
1845
Breed's Hill Capital
Massachusetts
$2.51M – – –
SWM
1846
StoneCrest Wealth Management
Arizona
$2.5M -$133K -240 -5%
VCM
1847
Virtue Capital Management
Tennessee
$2.5M +$1.67K +3 +0.1%
ICM
1848
Islay Capital Management
Texas
$2.5M -$61.2K -110 -2%
CPA
1849
Court Place Advisors
Maryland
$2.5M – – –
SWA
1850
SOA Wealth Advisors
New York
$2.5M -$163K -294 -6%
72 73
74
75 76