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
VWM
451
Venturi Wealth Management
Texas
$4.3M +$1.71M +7,892 +63%
HWA
452
Hilltop Wealth Advisors
North Carolina
$4.28M -$129K -595 -3%
WAS
453
Wealth Advisory Solutions
Indiana
$4.26M +$113K +524 +3%
CPIG
454
Chicago Partners Investment Group
Illinois
$4.24M -$561K -2,590 -12%
WB
455
WesBanco Bank
West Virginia
$4.2M -$93.5K -432 -2%
VA
456
Valor Advisors
Florida
$4.19M – – –
BAM
457
Belpointe Asset Management
Nevada
$4.19M -$791K -3,651 -16%
MFC
458
Morris Financial Concepts
South Carolina
$4.16M +$12.3K +57 +0.3%
WP
459
WealthPLAN Partners
Nebraska
$4.14M -$574K -2,650 -12%
PB
460
Pinnacle Bancorp
Nebraska
$4.11M – – –
XPN
461
XY Planning Network
Montana
$4.1M +$988K +4,565 +31%
AC
462
Anson Capital
Georgia
$4.09M +$93.8K +433 +2%
GEA
463
Glen Eagle Advisors
New Jersey
$4.07M -$191K -884 -4%
HCM
464
Hudson Capital Management
New Jersey
$4.07M -$281K -1,298 -6%
OCFG
465
O'Connor Financial Group
Illinois
$4.06M -$65.6K -303 -2%
AFG
466
Atomi Financial Group
New York
$4.06M +$2.62M +12,099 +170%
IWM
467
IHT Wealth Management
Illinois
$4.04M +$660K +3,047 +19%
BCM
468
BTC Capital Management
Iowa
$4.03M +$12.3K +57 +0.3%
HWA
469
Heritage Wealth Advisors
Virginia
$4.02M – – –
AC
470
AlphaCore Capital
California
$4.02M -$13K -60 -0.3%
IAS
471
Integrity Advisory Solutions
Texas
$4M +$553K +2,556 +16%
RL
472
Rogco LP
Oklahoma
$4M – – –
SA
473
SFI Advisors
New Jersey
$3.96M -$2.51M -11,578 -38%
TIM
474
Thompson Investment Management
Wisconsin
$3.95M +$212K +977 +6%
FPAS
475
Focus Partners Advisor Solutions
Missouri
$3.92M -$998K -4,611 -20%
17 18
19
20 21