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
AOWM
2051
Asset One Wealth Management
Washington
$3.75M -$333K -457 -8%
CAM
2052
Cidel Asset Management
Ontario, Canada
$3.75M – – –
RB
2053
Renasant Bank
Mississippi
$3.74M -$584K -802 -14%
GSEP
2054
Golden State Equity Partners
California
$3.74M -$13.2M -18,133 -78%
LWA
2055
Lantern Wealth Advisors
New York
$3.73M +$1.24M +1,702 +52%
TPA
2056
Trivium Point Advisory
Connecticut
$3.73M +$978K +1,343 +37%
IP
2057
Investment Partners
Ohio
$3.73M -$21.1K -29 -0.6%
CF
2058
Centaurus Financial
California
$3.73M +$13.8K +19 +0.4%
OWMIAS
2059
One Wealth Management Investment & Advisory Services
Florida
$3.72M +$591K +811 +20%
HWA
2060
HHM Wealth Advisors
Tennessee
$3.71M +$154K +212 +4%
RCWMU
2061
Rothschild & Co Wealth Management (UK)
United Kingdom
$3.69M – – –
MKW
2062
Mullaney, Keating & Wright
Connecticut
$3.69M +$87.4K +120 +2%
RSF
2063
Rik Saylor Financial
Ohio
$3.69M +$386K +530 +12%
FB
2064
First Bancorp
Maine
$3.68M -$13.1K -18 -0.4%
MCA
2065
Magnolia Capital Advisors
Mississippi
$3.68M +$136K +187 +4%
BDPWM
2066
Barnes Dennig Private Wealth Management
Ohio
$3.68M +$216K +296 +6%
CA
2067
Capital Advantage
California
$3.67M +$7.28K +10 +0.2%
SPA
2068
Sentinel Pension Advisors
Massachusetts
$3.66M +$703K +966 +25%
SA
2069
SRH Advisors
Kansas
$3.65M – – –
FM
2070
Family Management
New York
$3.65M -$5.1K -7 -0.1%
WSA
2071
Warm Springs Advisors
California
$3.65M +$42.2K +58 +1%
SRCM
2072
Signature Resources Capital Management
California
$3.64M +$32.8K +45 +0.9%
MAG
2073
Mayfair Advisory Group
Alabama
$3.64M +$347K +477 +11%
ADL
2074
Asset Dedication LLC
California
$3.61M -$366K -502 -9%
NRG
2075
Nemes Rush Group
Michigan
$3.61M -$1.88M -2,587 -35%
81 82
83
84 85