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
PWG
1976
Private Wealth Group
Florida
$954K – – –
AWMS
1977
Advocacy Wealth Management Services
Georgia
$952K – – –
AA
1978
Advisory Alpha
Michigan
$951K -$88.1K -197 -8%
MCM
1979
Maple Capital Management
Vermont
$950K +$28.2K +63 +3%
APP
1980
Avantax Planning Partners
Iowa
$950K -$35.8K -80 -3%
PWP
1981
Perfromance Wealth Partners
Illinois
$950K – – –
TSS
1982
Two Sigma Securities
New York
$948K +$688K +1,538 +230%
CAAS
1983
Capital Asset Advisory Services
Michigan
$948K +$44.3K +99 +5%
ODG
1984
O'Dell Group
Ohio
$943K +$143K +320 +17%
KWM
1985
Kaydan Wealth Management
Michigan
$940K +$28.6K +64 +3%
BDFN
1986
Bond & Devick Financial Network
Minnesota
$939K +$13.4K +30 +1%
FWM
1987
Focused Wealth Management
New York
$939K – – –
EBSAM
1988
Eubel Brady & Suttman Asset Management
Ohio
$937K – – –
LRIA
1989
Leonard Rickey Investment Advisors
Washington
$936K -$62.6K -140 -6%
HC
1990
Hamilton Capital
Ohio
$935K +$70.7K +158 +8%
HIF
1991
Hill Island Financial
Michigan
$934K +$206K +461 +27%
CCM
1992
Colorado Capital Management
Colorado
$934K -$39.4K -88 -4%
BRA
1993
Biechele Royce Advisors
Indiana
$931K +$432K +965 +80%
IPW
1994
Impact Partnership Wealth
Georgia
$928K +$804K +1,797 +494%
CFCI
1995
Comprehensive Financial Consultants Institutional
Indiana
$925K -$21.5K -48 -2%
RFWA
1996
RPg Family Wealth Advisory
Massachusetts
$925K -$244K -545 -20%
MIC
1997
Means Investment Company
Maine
$922K +$142K +317 +17%
SW
1998
SkyOak Wealth
Michigan
$921K +$160K +358 +20%
DA
1999
Dash Acquisitions
California
$920K +$327K +731 +53%
RWA
2000
Roberts Wealth Advisors
California
$917K +$23.3K +52 +3%
78 79
80
81 82