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
MWM
501
Mission Wealth Management
California
$1.73M -$26.2K -163 -2%
S
502
Sachetta
Massachusetts
$1.72M +$1.59M +9,909 New
OC
503
Oppenheimer & Co
New York
$1.72M +$4.98K +31 +0.3%
PA
504
Procyon Advisors
Connecticut
$1.7M +$69.8K +434 +5%
PMG
505
ProVise Management Group
Florida
$1.69M +$344K +2,139 +28%
WPW
506
Waldron Private Wealth
Pennsylvania
$1.68M – – –
SWC
507
Spectrum Wealth Counsel
Indiana
$1.68M +$1.55M +9,636 New
CAM
508
Clarity Asset Management
Iowa
$1.67M +$1.54M +9,592 New
IFA
509
Interactive Financial Advisors
Illinois
$1.67M +$2.51M +15,609 +791%
EFS
510
Essex Financial Services
Connecticut
$1.66M +$139K +863 +10%
TP
511
Tranquility Partners
Tennessee
$1.65M -$100K -622 -6%
FAM
512
Frontier Asset Management
Wyoming
$1.65M -$325K -2,023 -18%
BWP
513
Bernardo Wealth Planning
Pennsylvania
$1.64M +$17K +106 +1%
PIMG
514
Patriot Investment Management Group
Tennessee
$1.61M – – –
GT
515
Glenview Trust
Kentucky
$1.6M -$29.4K -183 -2%
PSA
516
Plum Street Advisors
Louisiana
$1.58M +$1.46M +9,103 New
KFAA
517
Klaas Financial Asset Advisors
Illinois
$1.58M -$212K -1,319 -13%
AC
518
Adroit Compliance
$1.58M +$1.46M +9,100 New
WP
519
WealthShield Partners
North Carolina
$1.57M +$25.4K +158 +2%
CFO
520
Custos Family Office
Texas
$1.56M +$1.14M +7,098 +375%
TFG
521
Taylor Financial Group
Virginia
$1.55M +$1.43M +8,917 New
MFT
522
Moisand Fitzgerald Tamayo
Florida
$1.55M -$11.7K -73 -0.8%
CWM
523
Connecticut Wealth Management
Connecticut
$1.55M +$116K +722 +9%
CW
524
Connectus Wealth
Ohio
$1.55M +$951K +5,915 +199%
BFS
525
Burkett Financial Services
South Carolina
$1.55M +$1.43M +8,887 New
19 20
21
22 23