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
MPW
2076
Magnolia Private Wealth
Pennsylvania
$2.56M -$470K -730 -16%
EF
2077
Envision Financial
Wisconsin
$2.56M -$1.93K -3 -0.1%
TF
2078
Tompkins Financial
New York
$2.56M +$32.8K +51 +1%
C1AG
2079
Client 1st Advisory Group
Florida
$2.56M – – –
FC
2080
Financial Consulate
Maryland
$2.55M -$33.5K -52 -1%
CCA
2081
Cobblestone Capital Advisors
New York
$2.55M -$191K -296 -7%
FW
2082
FullCircle Wealth
Texas
$2.55M +$228K +354 +10%
BTWM
2083
Baker Tilly Wealth Management
Wisconsin
$2.54M -$36.7K -57 -1%
RIS
2084
Richmond Investment Services
Wisconsin
$2.5M +$166K +257 +7%
RFA
2085
Resurgent Financial Advisors
Georgia
$2.5M -$224K -348 -9%
WAM
2086
Weatherly Asset Management
California
$2.5M +$18K +28 +0.8%
FAI
2087
Fiduciary Advisors Inc
Missouri
$2.5M +$106K +164 +5%
TCBWMS
2088
Texas Capital Bank Wealth Management Services
Texas
$2.49M +$605K +939 +34%
BFP
2089
Briaud Financial Planning
Texas
$2.49M +$58K +90 +2%
MA
2090
MONECO Advisors
Connecticut
$2.49M +$1.29K +2 +0.1%
AWA
2091
ARQ Wealth Advisors
Arizona
$2.48M +$245K +381 +11%
MWM
2092
Maripau Wealth Management
Indiana
$2.48M -$526K -816 -18%
SB
2093
Sunflower Bank
Texas
$2.48M – – –
LSA
2094
Lion Street Advisors
Texas
$2.46M -$745K -1,156 -18%
NW
2095
Naviter Wealth
Arkansas
$2.46M – – –
GJIA
2096
Glass Jacobson Investment Advisors
Maryland
$2.45M -$59.9K -93 -2%
SPWM
2097
Schrum Private Wealth Management
Florida
$2.44M +$14.2K +22 +0.6%
CFD
2098
Creative Financial Designs
Indiana
$2.44M -$367K -570 -14%
SWM
2099
StoneCrest Wealth Management
Arizona
$2.43M -$88.2K -137 -4%
ACI
2100
Alpha Cubed Investments
California
$2.43M +$49.6K +77 +2%
82 83
84
85 86