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
BWA
1876
Blodgett Wealth Advisors
California
$3.24M +$218K +380 +8%
PW
1877
PUREfi Wealth
Massachusetts
$3.23M +$684K +1,192 +30%
PWS
1878
Precision Wealth Strategies
Missouri
$3.22M +$1.79M +3,126 +151%
RF
1879
Roxbury Financial
New Jersey
$3.2M +$295K +514 +11%
BWA
1880
BlueSky Wealth Advisors
North Carolina
$3.19M +$2.3K +4 +0.1%
WFAG
1881
Worth Financial Advisory Group
North Carolina
$3.18M +$80.4K +140 +3%
PWW
1882
Pettyjohn Wood & White
Virginia
$3.18M – – –
MIM
1883
Montgomery Investment Management
Maryland
$3.18M +$293K +511 +11%
BPFA
1884
Barnes Pettey Financial Advisors
Mississippi
$3.18M -$13.8K -24 -0.5%
MPI
1885
Mairs & Power Inc
Minnesota
$3.18M +$278K +484 +10%
EDRH
1886
Edmond de Rothschild Holding
Switzerland
$3.18M -$1.36M -2,371 -32%
FWA
1887
FSM Wealth Advisors
Ohio
$3.18M +$301K +525 +11%
ATWA
1888
Arbor Trust Wealth Advisors
Michigan
$3.17M -$48.2K -84 -2%
CI
1889
Ceera Investments
Texas
$3.17M +$574K +1,000 +24%
FM
1890
Family Management
New York
$3.17M +$380K +661 +15%
BFO
1891
Biltmore Family Office
North Carolina
$3.17M -$43.1K -75 -1%
CFA
1892
CWS Financial Advisors
Michigan
$3.17M -$81.5K -142 -3%
HFS
1893
Hughes Financial Services
Virginia
$3.16M -$333K -580 -10%
BSHC
1894
Breed's Hill Capital
Massachusetts
$3.16M +$419K +730 +17%
ME
1895
McIlrath & Eck
Washington
$3.16M -$463K -806 -14%
NBWM
1896
North Berkeley Wealth Management
California
$3.15M +$295K +514 +11%
CL
1897
CVFG LLC
Indiana
$3.15M +$98.8K +172 +4%
DWS
1898
Discipline Wealth Solutions
South Carolina
$3.14M +$288K +501 +11%
ECA
1899
Elevated Capital Advisors
Utah
$3.14M – – –
PCMF
1900
Private Capital Management (Florida)
Florida
$3.12M -$192K -335 -6%
74 75
76
77 78