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
CISOA
2026
Capital Investment Services of America
Wisconsin
$858K +$242K +542 +37%
AFG
2027
ABLE Financial Group
Arizona
$849K -$192K -429 -18%
AA
2028
Addison Advisors
Vermont
$847K +$140K +313 +19%
MWM
2029
Marion Wealth Management
Pennsylvania
$846K +$266K +594 +43%
TWM
2030
Trinity Wealth Management
Pennsylvania
$846K -$2.68K -6 -0.3%
ACM
2031
Ardent Capital Management
Ohio
$844K – – –
GAM
2032
GEM Asset Management
Michigan
$843K – – –
CWM
2033
CCG Wealth Management
California
$841K +$24.6K +55 +3%
AWM
2034
Affinity Wealth Management
Delaware
$840K -$4.03K -9 -0.5%
SCA
2035
STALEY CAPITAL ADVISERS
Pennsylvania
$840K +$235K +525 +37%
JC
2036
Jentner Corp
Ohio
$830K -$4.92K -11 -0.6%
FSA
2037
Fort Sheridan Advisors
Illinois
$826K +$11.6K +26 +1%
IAS
2038
Insigneo Advisory Services
Florida
$826K +$1.79K +4 +0.2%
WLIM
2039
White Lighthouse Investment Management
Massachusetts
$824K +$55K +123 +7%
MFWP
2040
Mosaic Family Wealth Partners
Missouri
$818K +$7.16K +16 +0.8%
RMCM
2041
Reynders McVeigh Capital Management
Massachusetts
$815K -$218K -487 -20%
FAT
2042
First American Trust
California
$813K -$12.1K -27 -1%
III
2043
Independent Investors Inc
New York
$812K +$845K +1,890 New
GKIM
2044
GW&K Investment Management
Massachusetts
$809K +$840K +1,877 +26,814%
HGWM
2045
Horst & Graben Wealth Management
Oregon
$801K +$447 +1 +0.1%
SC
2046
Searle & Co
Connecticut
$798K – – –
ZIM
2047
Zacks Investment Management
Illinois
$792K -$65.3K -146 -7%
CSIA
2048
Charles Schwab Investment Advisory
California
$791K +$89.9K +201 +12%
FBT
2049
First Bank & Trust
South Dakota
$789K – – –
AIS
2050
American Investment Services
Massachusetts
$789K -$11.6K -26 -1%
80 81
82
83 84