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
DWA
2401
Douglass Winthrop Advisors
New York
$372K – – –
UBG
2402
United Bank (Georgia)
Georgia
$371K -$447 -1 -0.1%
CNBT
2403
Cornerstone National Bank & Trust
Illinois
$368K -$29.5K -66 -7%
CWM
2404
CarsonAllaria Wealth Management
Illinois
$368K +$299K +669 +358%
IWP
2405
Invenio Wealth Partners
Florida
$366K +$30.4K +68 +9%
MAM
2406
McLean Asset Management
Virginia
$364K – – –
PFG
2407
Prosperity Financial Group
California
$363K -$176K -393 -32%
NWA
2408
Navis Wealth Advisors
New York
$361K +$2.24K +5 +0.6%
FIM
2409
Freedom Investment Management
Connecticut
$360K -$3.09M -6,901 -89%
SHA
2410
Seneca House Advisors
Virginia
$360K -$6.26K -14 -2%
WA
2411
WealthTrust Axiom
Pennsylvania
$359K – – –
POIA
2412
Pin Oak Investment Advisors
Texas
$359K – – –
SIA
2413
SkyView Investment Advisors
New Jersey
$359K +$138K +309 +59%
TFA
2414
Tobias Financial Advisors
Florida
$358K +$373K +834 New
FPGT
2415
Financial Partners Group (Tennessee)
Tennessee
$357K – – –
RTC
2416
Riverview Trust Company
Washington
$356K +$315K +705 +564%
LDB
2417
Lee, Danner & Bass
Tennessee
$355K -$33.5K -75 -8%
LA
2418
LVW Advisors
New York
$354K -$3.58K -8 -1%
RCS
2419
Retirement Capital Strategies
California
$354K – – –
KV
2420
Kickstand Ventures
New York
$353K +$367K +821 New
AIM
2421
Avity Investment Management
Connecticut
$352K – – –
MG
2422
MilWealth Group
Wisconsin
$351K -$48.8K -109 -12%
CFFP
2423
Center for Financial Planning
Michigan
$351K +$42.9K +96 +13%
PEA
2424
Park Edge Advisors
Ohio
$351K -$33.5K -75 -8%
EP
2425
EPIQ Partners
Minnesota
$350K +$30.4K +68 +9%
95 96
97
98 99