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
HCMG
2151
Howard Capital Management Group
California
$384K – – –
MAM
2152
McLean Asset Management
Virginia
$384K – – –
BW
2153
Bison Wealth
Georgia
$383K -$6.79K -17 -2%
VAM
2154
Verity Asset Management
North Carolina
$381K +$424K +1,063 New
PFA
2155
Pathway Financial Advisors
Vermont
$381K +$4.79K +12 +1%
FF
2156
Francis Financial
$378K -$115K -289 -22%
AO
2157
Advisor OS
Illinois
$378K +$2K +5 +0.5%
ETIA
2158
Epic Trust Investment Advisors
Washington
$374K -$50.7K -127 -11%
LWP
2159
Legacy Wealth Planning
Nevada
$373K -$18.4K -46 -4%
FFG
2160
Fullen Financial Group
Ohio
$372K +$2K +5 +0.5%
MCM
2161
Morton Capital Management
California
$371K +$2K +5 +0.5%
TCM
2162
Tandem Capital Management
New Jersey
$371K – – –
ST
2163
Somerset Trust
Pennsylvania
$370K – – –
FSA
2164
Financial Sense Advisors
California
$370K +$101K +253 +32%
CWP
2165
CFM Wealth Partners
Texas
$367K +$101K +253 +33%
OBWP
2166
O'Brien Wealth Partners
Massachusetts
$366K -$4.79K -12 -1%
CC
2167
Callan Capital
California
$366K -$3.99K -10 -1%
FNBOMD
2168
First National Bank of Mount Dora
Florida
$365K -$39.1K -98 -9%
DIA
2169
Dana Investment Advisors
Wisconsin
$364K -$125K -314 -24%
SHA
2170
Seneca House Advisors
Virginia
$364K -$3.59K -9 -0.9%
KFC
2171
Klingenstein Fields & Co
New York
$363K +$404K +1,012 New
ADIM
2172
Alpha DNA Investment Management
Maryland
$360K -$278K -695 -41%
EB
2173
Eastern Bank
Massachusetts
$359K – – –
AAIM
2174
Asset Advisors Investment Management
Georgia
$356K – – –
MCIA
2175
Mountain Capital Investment Advisors
Colorado
$355K +$46.3K +116 +14%
85 86
87
88 89