IVV icon

iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
RMC
2051
Resources Management Corp
Connecticut
$2.4M -$134K -234 -6%
OPWM
2052
Oxinas Partners Wealth Management
Indiana
$2.4M -$280K -488 -11%
ICP
2053
Impact Capital Partners
Colorado
$2.4M +$19.5K +34 +0.9%
FC
2054
Financial Consulate
Maryland
$2.4M -$78.7K -137 -3%
CIS
2055
Continental Investors Services
Washington
$2.4M +$11.5K +20 +0.5%
SPIO
2056
Seven Post Investment Office
California
$2.4M – – –
ACA
2057
Aspire Capital Advisors
Washington
$2.4M -$25.3K -44 -1%
BTWM
2058
Baker Tilly Wealth Management
Wisconsin
$2.4M -$23.5K -41 -1%
AIP
2059
ARS Investment Partners
New York
$2.39M – – –
TC
2060
Truvestments Capital
Florida
$2.39M -$229K -398 -9%
EWS
2061
Evergreen Wealth Solutions
Pennsylvania
$2.39M +$1.83M +3,185 +484%
CB
2062
Centennial Bank
Arkansas
$2.38M -$367K -640 -14%
EF
2063
Envision Financial
Wisconsin
$2.38M +$574 +1 +0%
SIMG
2064
Sonora Investment Management Group
Arizona
$2.37M -$392K -683 -15%
C1AG
2065
Client 1st Advisory Group
Florida
$2.37M +$35K +61 +2%
CFMC
2066
Curbstone Financial Management Corp
New Hampshire
$2.37M -$373K -650 -15%
RBFC
2067
Roman Butler Fullerton & Co
Missouri
$2.36M +$4.59K +8 +0.2%
APP
2068
Avantax Planning Partners
Iowa
$2.35M -$38.5K -67 -2%
SWM
2069
StoneCrest Wealth Management
Arizona
$2.34M -$103K -180 -5%
TF
2070
Tompkins Financial
New York
$2.34M +$255K +444 +13%
GJIA
2071
Glass Jacobson Investment Advisors
Maryland
$2.33M -$506K -882 -19%
PFM
2072
Peak Financial Management
Massachusetts
$2.33M -$8.61K -15 -0.4%
1SB
2073
1ST Source Bank
Indiana
$2.31M +$345K +600 +19%
DP
2074
Denver PWM
Colorado
$2.31M -$36.7K -64 -2%
TPW
2075
Talon Private Wealth
Florida
$2.31M +$66K +115 +3%
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83
84 85