IVV icon

iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
OHIS
2426
Oak Harvest Investment Services
Texas
$1.3M – – –
HFS
2427
HBC Financial Services
Washington
$1.3M -$71K -120 -5%
GWM
2428
Gibbs Wealth Management
Georgia
$1.3M +$108K +182 +9%
VCAM
2429
Van Cleef Asset Management
Ohio
$1.3M -$21.3K -36 -2%
RWA
2430
Roberts Wealth Advisors
California
$1.3M +$19.5K +33 +2%
TIA
2431
Tiemann Investment Advisors
California
$1.29M +$79.3K +134 +6%
CIA
2432
Cape Investment Advisory
Georgia
$1.29M -$55K -93 -4%
CKAIS
2433
Christensen King & Associates Investment Services
Washington
$1.29M -$10.1K -17 -0.8%
CWMS
2434
Cannon Wealth Management Services
North Carolina
$1.29M +$27.8K +47 +2%
CCA
2435
Criterion Capital Advisors
Tennessee
$1.29M – – –
MFWP
2436
Mosaic Family Wealth Partners
Missouri
$1.29M -$221K -373 -15%
W
2437
Wealthquest
Ohio
$1.29M -$30.2K -51 -2%
WLIM
2438
White Lighthouse Investment Management
Massachusetts
$1.28M +$27.8K +47 +2%
NWMP
2439
Noble Wealth Management PBC
Colorado
$1.28M +$1.29M +2,173 New
SWA
2440
Sightline Wealth Advisors
Connecticut
$1.28M +$20.7K +35 +2%
CA
2441
Clune & Associates
Illinois
$1.27M +$1.28M +2,160 New
FWM
2442
Focused Wealth Management
New York
$1.27M -$23.7K -40 -2%
BWM
2443
Birchcreek Wealth Management
Ohio
$1.27M -$133K -225 -9%
CWM
2444
CCG Wealth Management
California
$1.27M +$5.92K +10 +0.5%
FNBTCON
2445
First National Bank & Trust Co of Newtown
Pennsylvania
$1.27M +$249K +420 +24%
BA
2446
Ballast Advisors
Minnesota
$1.27M -$112K -189 -8%
AFG
2447
ABLE Financial Group
Arizona
$1.27M -$126K -213 -9%
GWAG
2448
Garrett Wealth Advisory Group
Texas
$1.26M -$482K -815 -28%
CCM
2449
Crew Capital Management
Ohio
$1.26M -$4.14K -7 -0.3%
BDFN
2450
Bond & Devick Financial Network
Minnesota
$1.26M – – –
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98
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