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
QCG
451
Quadrant Capital Group
Ohio
$814K +$446K +3,685 +138%
CGFA
452
Colton Groome Financial Advisors
North Carolina
$812K -$436K -3,607 -36%
SFPG
453
Stonebridge Financial Planning Group
Florida
$812K +$12.1K +100 +2%
FMTC
454
Farmers & Merchants Trust Company
California
$805K – – –
SWA
455
SOA Wealth Advisors
New York
$805K +$731K +6,048 New
FCI
456
Financial Counselors Inc
Kansas
$798K -$28.3K -234 -4%
TIM
457
Thompson Investment Management
Wisconsin
$797K +$45.1K +373 +6%
SAM
458
Summit Asset Management
Tennessee
$792K +$9.68K +80 +1%
BA
459
Bridge Advisory
California
$773K +$730K +6,036 New
FCFC
460
First Commonwealth Financial Corp
Pennsylvania
$772K -$43.4K -359 -6%
TFO
461
Tarbox Family Office
California
$767K -$90.7K -750 -11%
WWM
462
Windsor Wealth Management
Indiana
$763K +$121 +1 +0%
TNB
463
Thomasville National Bank
Georgia
$761K -$96.6K -799 -12%
CIAS
464
Capital Investment Advisory Services
North Carolina
$756K -$414K -3,426 -37%
EFS
465
Essex Financial Services
Connecticut
$754K +$713K +5,893 New
EW
466
Evoke Wealth
California
$752K – – –
TSS
467
Two Sigma Securities
New York
$751K -$2.14M -17,655 -75%
SSWM
468
Smith Salley Wealth Management
North Carolina
$749K +$707K +5,847 New
CB
469
Community Bank
New York
$741K – – –
PAMG
470
Patton Albertson Miller Group
Tennessee
$740K +$27.5K +227 +4%
SIC
471
Sigma Investment Counselors
Michigan
$735K +$210K +1,740 +43%
MLICM
472
Metropolitan Life Insurance Company (MetLife)
New York
$730K +$72.6K +600 +12%
OFG
473
Oxford Financial Group
Indiana
$723K – – –
RA
474
Rational Advisors
New York
$723K +$683K +5,645 New
WCF
475
West Coast Financial
California
$722K +$398K +3,288 +140%
17 18
19
20 21