IVV icon

iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
BPFA
1876
Barnes Pettey Financial Advisors
Mississippi
$2.89M -$2.36K -4 -0.1%
RMDI
1877
R.M. Davis Inc
Maine
$2.89M +$228K +386 +8%
BWA
1878
BlueSky Wealth Advisors
North Carolina
$2.88M -$123K -208 -4%
PWW
1879
Pettyjohn Wood & White
Virginia
$2.88M -$20.7K -35 -0.7%
FBT
1880
First Bank & Trust
South Dakota
$2.87M +$1M +1,698 +50%
CF
1881
Corrigan Financial
Rhode Island
$2.87M +$71.5K +121 +2%
VWM
1882
Valley Wealth Managers
New Jersey
$2.87M -$137K -232 -4%
CAM
1883
Cidel Asset Management
Ontario, Canada
$2.86M – – –
TAM
1884
Titleist Asset Management
Texas
$2.86M +$50.2K +85 +2%
RFA
1885
Resurgent Financial Advisors
Georgia
$2.86M -$182K -309 -6%
EA
1886
Efficient Advisors
Ohio
$2.86M -$629K -1,066 -17%
NC
1887
Napatree Capital
Rhode Island
$2.86M +$126K +214 +4%
GSEP
1888
Golden State Equity Partners
California
$2.85M +$65K +110 +2%
SWA
1889
Sterling Wealth Advisors
Florida
$2.84M – – –
ULWM
1890
Upper Left Wealth Management
Florida
$2.83M +$1.65M +2,787 +124%
GFPC
1891
Global Financial Private Client
Florida
$2.83M -$172K -292 -5%
TCWM
1892
Total Clarity Wealth Management
Illinois
$2.82M – – –
SCTC
1893
Sanibel Captiva Trust Company
Florida
$2.81M – – –
HWM
1894
Howard Wealth Management
Connecticut
$2.81M -$115K -195 -4%
SFWA
1895
Summit Financial Wealth Advisors
Louisiana
$2.8M -$118K -200 -4%
WFAG
1896
Worth Financial Advisory Group
North Carolina
$2.8M -$101K -171 -3%
CCM
1897
Chilton Capital Management
Texas
$2.8M -$106K -179 -3%
AIM
1898
Arcadia Investment Management
Michigan
$2.79M +$1.18K +2 +0%
AP
1899
Appleton Partners
Massachusetts
$2.79M +$17.1K +29 +0.6%
MGW
1900
MB Generational Wealth
Washington
$2.78M – – –
74 75
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