We are live on ! Find out more
IVE icon

iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
BMCM
301
Bryn Mawr Capital Management
Pennsylvania
$1.5M -$146K -1,285 -9%
TWP
302
Total Wealth Planning
Ohio
$1.5M -$5.78K -51 -0.4%
MFW
303
Meristem Family Wealth
Minnesota
$1.48M – – –
ABC
304
Associated Banc-Corp
Wisconsin
$1.47M +$69.2K +611 +5%
WP
305
WealthSource Partners
California
$1.45M +$157K +1,382 +12%
APP
306
Avantax Planning Partners
Iowa
$1.44M -$10.8K -95 -0.7%
PA
307
PSI Advisors
Florida
$1.42M -$153K -1,348 -10%
MFT
308
Moisand Fitzgerald Tamayo
Florida
$1.41M -$6.69K -59 -0.5%
BF
309
Blankinship & Foster
California
$1.37M -$83K -732 -6%
TI
310
Trexquant Investment
Connecticut
$1.36M +$1.37M +12,115 New
RIS
311
Retirement Income Solutions
Michigan
$1.36M – – –
CAM
312
Cresset Asset Management
Illinois
$1.36M +$594K +5,245 +77%
LBC
313
Lowe Brockenbrough & Co
Virginia
$1.35M – – –
WFA
314
Wellspring Financial Advisors
Ohio
$1.35M +$3.85K +34 +0.3%
OC
315
Oppenheimer & Co
New York
$1.34M -$258K -2,274 -16%
MWM
316
Mattern Wealth Management
Kansas
$1.33M -$127K -1,120 -9%
AWP
317
Ascent Wealth Partners
New York
$1.33M -$50.9K -449 -4%
EWM
318
Endurance Wealth Management
Rhode Island
$1.3M -$40.2K -355 -3%
CFGS
319
Concourse Financial Group Securities
Alabama
$1.29M +$68K +600 +6%
SW
320
SVB Wealth
Massachusetts
$1.29M +$61K +538 +5%
BWP
321
Bernardo Wealth Planning
Pennsylvania
$1.28M +$1.47K +13 +0.1%
GPWA
322
Great Point Wealth Advisors
Massachusetts
$1.28M – – –
PPA
323
Parametric Portfolio Associates
Washington
$1.27M -$383K -3,377 -23%
BA
324
Bristlecone Advisors
Washington
$1.26M -$73.3K -647 -5%
SS
325
Sunbelt Securities
Texas
$1.26M +$1.27M +11,169 New
11 12
13
14 15