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
OWA
1876
Opal Wealth Advisors
New York
$794K +$861K +2,093 New
AAM
1877
Austin Asset Management
Texas
$793K -$413K -1,004 -32%
SF
1878
SBK Financial
Virginia
$777K +$74.5K +181 +10%
CSIA
1879
Charles Schwab Investment Advisory
California
$777K +$195K +474 +30%
BC
1880
Burney Company
Virginia
$774K -$3.7K -9 -0.4%
FFMBT
1881
First Farmers & Merchants Bank Trust
Tennessee
$772K -$394K -957 -32%
ECM
1882
Elgethun Capital Management
South Dakota
$771K +$15.2K +37 +2%
CWP
1883
Concord Wealth Partners
Virginia
$771K +$30K +73 +4%
TWM
1884
Trinity Wealth Management
Pennsylvania
$769K +$4.53K +11 +0.5%
FSG
1885
Financial Strategies Group
Michigan
$764K +$43.6K +106 +6%
NW
1886
Naviter Wealth
Arkansas
$763K +$1.23K +3 +0.1%
FNB
1887
Farmers National Bank
Kentucky
$759K +$125K +303 +18%
CT
1888
Coastline Trust
Rhode Island
$758K +$822K +1,999 New
CTFG
1889
Capstone Triton Financial Group
Oklahoma
$756K -$146K -354 -16%
TWP
1890
Transparent Wealth Partners
Arkansas
$755K -$15.5M -37,668 -95%
ISB
1891
Iowa State Bank
Iowa
$754K -$26.7K -65 -3%
FVCM
1892
F&V Capital Management
Florida
$754K – – –
RAM
1893
Redmond Asset Management
Virginia
$751K -$42K -102 -5%
JC
1894
Jentner Corp
Ohio
$750K – – –
AC
1895
Anson Capital
Georgia
$748K -$4.53K -11 -0.6%
RFN
1896
Redwood Financial Network
Ohio
$748K +$2.06K +5 +0.3%
SBWIC
1897
Schaper Benz & Wise Investment Counsel
Wisconsin
$748K +$197K +479 +32%
AIM
1898
Athena Investment Management
California
$741K +$564K +1,370 +235%
BDFN
1899
Bond & Devick Financial Network
Minnesota
$740K -$411 -1 -0.1%
BA
1900
Bridgewater Advisors
New York
$740K – – –
74 75
76
77 78