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
GEA
426
Glen Eagle Advisors
New Jersey
$3.91M -$385K -2,065 -9%
CSS
427
Cubist Systematic Strategies
Connecticut
$3.91M +$3.72M +19,987 New
AC
428
Anson Capital
Georgia
$3.9M +$9.31K +50 +0.3%
MFC
429
Morris Financial Concepts
South Carolina
$3.88M +$504K +2,706 +16%
HW
430
Hancock Whitney
Mississippi
$3.83M -$544K -2,923 -13%
CWM
431
Centurion Wealth Management
Virginia
$3.83M +$1.3M +7,001 +56%
RWM
432
Ritholtz Wealth Management
New York
$3.79M +$2.97M +15,953 +464%
TCBWMS
433
Texas Capital Bank Wealth Management Services
Texas
$3.77M +$2.86M +15,360 +393%
DWT
434
Dorsey & Whitney Trust
South Dakota
$3.75M -$35.8K -192 -1%
PWM
435
Pines Wealth Management
North Carolina
$3.75M +$48.1K +258 +1%
TF
436
Theory Financial
Colorado
$3.74M +$486K +2,607 +16%
AWP
437
Axis Wealth Partners
Rhode Island
$3.74M -$51.8K -278 -1%
BCM
438
BTC Capital Management
Iowa
$3.72M – – –
BFS
439
Bare Financial Services
Pennsylvania
$3.72M -$180K -966 -5%
RWM
440
RKL Wealth Management
Pennsylvania
$3.72M -$141K -759 -4%
RL
441
Rogco LP
Oklahoma
$3.7M – – –
MLA
442
My Legacy Advisors
Oregon
$3.7M +$375K +2,014 +12%
VCP
443
Verus Capital Partners
Arizona
$3.68M +$472K +2,534 +16%
AC
444
AlphaCore Capital
California
$3.67M +$24.6K +132 +0.7%
DT
445
Diversified Trust
Tennessee
$3.65M +$182K +979 +6%
TCM
446
Telos Capital Management
California
$3.61M +$280K +1,504 +9%
MCA
447
MSH Capital Advisors
Arizona
$3.61M +$129K +695 +4%
GPW
448
Gray Private Wealth
Massachusetts
$3.6M -$40.4K -217 -1%
DL
449
DOHJ LLC
Washington
$3.55M +$1.6M +8,596 +77%
CC
450
Copperleaf Capital
North Carolina
$3.54M +$138K +743 +4%
16 17
18
19 20