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
BWAM
1876
Boyd Watterson Asset Management
Ohio
$1.04M – – –
APP
1877
Avantax Planning Partners
Iowa
$1.04M +$161K +349 +19%
RCIM
1878
Red Cedar Investment Management
Michigan
$1.04M +$1M +2,177 New
BF
1879
Blankinship & Foster
California
$1.03M -$59.5K -129 -6%
SAM
1880
Strategy Asset Managers
California
$1.02M -$1.69M -3,676 -63%
ODG
1881
O'Dell Group
Ohio
$1.01M – – –
PA
1882
Paragon Advisors
Texas
$1.01M +$979K +2,124 New
CM
1883
Columbus Macro
Pennsylvania
$1.01M -$3.69K -8 -0.4%
BC
1884
Burney Company
Virginia
$1.01M +$151K +327 +18%
TFGT
1885
TS Financial Group (TSFG)
Illinois
$1.01M +$16.6K +36 +2%
MIG
1886
McGuire Investment Group
Rhode Island
$1M +$10.6K +23 +1%
MPCL
1887
My Personal CFO LLC
Washington
$1M +$970K +2,104 New
WCM
1888
Whitener Capital Management
North Carolina
$1M +$59.5K +129 +7%
SMA
1889
Sage Mountain Advisors
Georgia
$998K -$44.2K -96 -4%
BFWA
1890
Benchmark Financial Wealth Advisors
Florida
$997K +$121K +263 +14%
TNBTD
1891
Trustmark National Bank Trust Department
Mississippi
$994K -$69.1K -150 -7%
CFCI
1892
Comprehensive Financial Consultants Institutional
Indiana
$993K +$1.04M +2,260 New
ISB
1893
Iowa State Bank
Iowa
$992K – – –
CCM
1894
Carlson Capital Management
Minnesota
$987K -$18.4K -40 -2%
EWM
1895
Executive Wealth Management
Michigan
$982K +$22.1K +48 +2%
MFM
1896
Mirsky Financial Management
New York
$981K +$30.9K +67 +3%
HFP
1897
Holistic Financial Partners
Indiana
$979K – – –
ODIJL
1898
One Day In July LLC
Vermont
$978K +$232K +504 +33%
DCM
1899
Disciplina Capital Management
Tennessee
$978K -$6.91K -15 -0.7%
LC
1900
LCNB Corp
Ohio
$974K -$26.3K -57 -3%
74 75
76
77 78