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
FFS
2001
Flavin Financial Services
Florida
$2.71M +$30.4K +53 +1%
OWP
2002
Obermeyer Wealth Partners
Colorado
$2.7M +$264K +459 +12%
PIA
2003
Panoramic Investment Advisors
Colorado
$2.69M +$23K +40 +0.9%
AO
2004
Advisor OS
Illinois
$2.69M +$419K +730 +20%
CA
2005
CapWealth Advisors
Tennessee
$2.67M -$2.87K -5 -0.1%
CV
2006
Counterweight Ventures
North Carolina
$2.66M +$209K +364 +9%
ACS
2007
Archford Capital Strategies
Illinois
$2.66M -$243K -424 -9%
SMWM
2008
Silvia McColl Wealth Management
California
$2.65M – – –
WE
2009
Wealth Effects
Massachusetts
$2.64M -$116K -202 -5%
CFD
2010
Creative Financial Designs
Indiana
$2.62M -$8.61K -15 -0.4%
SAM
2011
SP Asset Management
California
$2.61M +$17.8K +31 +0.7%
VST
2012
Van Strum & Towne
California
$2.6M -$14.9K -26 -0.6%
FA
2013
FF Advisors
California
$2.6M – – –
MCA
2014
Magnolia Capital Advisors
Mississippi
$2.6M -$28.7K -50 -1%
AFO
2015
Allie Family Office
Florida
$2.59M +$193K +337 +9%
MA
2016
Mezzasalma Advisors
New Jersey
$2.58M +$10.9K +19 +0.5%
HPC
2017
Hobart Private Capital
North Carolina
$2.57M -$146K -255 -6%
WCM
2018
Wealthcare Capital Management
Virginia
$2.57M +$6.89K +12 +0.3%
HKIMG
2019
Hutchens & Kramer Investment Management Group
Indiana
$2.57M -$72.9K -127 -3%
NAM
2020
NTV Asset Management
West Virginia
$2.56M +$81K +141 +4%
FWP
2021
Falcon Wealth Planning
California
$2.56M -$118K -206 -5%
CCA
2022
Cobblestone Capital Advisors
New York
$2.55M -$99.3K -173 -4%
IAA
2023
Ironsides Asset Advisors
North Carolina
$2.55M – – –
PP
2024
Patten & Patten
Tennessee
$2.54M +$574 +1 +0%
CCM
2025
Cohen Capital Management
California
$2.54M +$82.7K +144 +4%
79 80
81
82 83