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
SWP
501
SIMA Wealth Partners
Virginia
$3.42M -$71.7K -331 -2%
CBU
502
CIBC Bancorp USA
Illinois
$3.42M +$3.5M +16,177 New
FCBT
503
First Citizens Bank & Trust
North Carolina
$3.41M -$1.26M -5,811 -26%
HBW
504
Hazlett, Burt & Watson
West Virginia
$3.4M +$1.25M +5,778 +56%
XT
505
XTX Topco
Cayman Islands
$3.39M -$1.66M -7,654 -32%
SAM
506
Sequent Asset Management
Texas
$3.38M +$837K +3,866 +32%
JMA
507
J.M. Arbour
Maine
$3.37M -$408K -1,883 -11%
MT
508
Midwest Trust
Kansas
$3.36M +$16.9K +78 +0.5%
CAM
509
Capital Asset Management
Colorado
$3.35M -$313K -1,444 -8%
PE
510
PCM Encore
Colorado
$3.34M -$206K -950 -6%
CWM
511
Curtis Wealth Management
Nevada
$3.34M -$210K -969 -6%
MHS
512
M Holdings Securities
Oregon
$3.31M +$257K +1,189 +9%
FWA
513
FORM Wealth Advisors
Wisconsin
$3.29M -$69.7K -322 -2%
IFG
514
Independent Financial Group
California
$3.28M -$89K -411 -3%
TRIA
515
Trail Ridge Investment Advisors
Colorado
$3.28M +$58K +268 +2%
CCFM
516
Clear Creek Financial Management
Washington
$3.26M +$575K +2,657 +21%
NWM
517
Nolet Wealth Management
Texas
$3.26M – – –
DADC
518
D.A. Davidson & Co
Montana
$3.24M -$134K -620 -4%
SIAS
519
Summit Investment Advisory Services
Minnesota
$3.22M -$87.5K -404 -3%
PAA
520
Peregrine Asset Advisers
Oregon
$3.21M -$23.8K -110 -0.7%
SHA
521
Seneca House Advisors
Virginia
$3.21M -$19.9K -92 -0.6%
GC
522
Garde Capital
Washington
$3.18M – – –
BFS
523
BridgePort Financial Solutions
Iowa
$3.13M -$692K -3,197 -18%
NFG
524
Nations Financial Group
Iowa
$3.12M +$28.6K +132 +0.9%
BCMLT
525
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.1M +$2.97M +13,737 +1,425%
19 20
21
22 23