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
MSWMA
551
Market Street Wealth Management Advisors
Indiana
$2.99M -$179K -800 -6%
BAM
552
Brave Asset Management
New Jersey
$2.99M -$20.1K -90 -0.7%
GG
553
GenWealth Group
New Jersey
$2.94M -$272K -1,218 -9%
GJIA
554
Glass Jacobson Investment Advisors
Maryland
$2.93M -$194K -868 -6%
PE
555
PCM Encore
Colorado
$2.93M -$656K -2,936 -19%
CS
556
Capital Square
Tennessee
$2.92M +$237K +1,061 +9%
HCA
557
Heck Capital Advisors
Wisconsin
$2.9M -$201K -900 -7%
GLLW
558
Graves Light Lenhart Wealth
Virginia
$2.88M -$31.3K -140 -1%
PWM
559
Partners Wealth Management
California
$2.88M +$175K +784 +7%
GC
560
Guilbault Capital
Louisiana
$2.88M -$226K -1,014 -7%
TWP
561
Tempus Wealth Planning
California
$2.85M +$333K +1,490 +13%
FWA
562
Flagship Wealth Advisors
Massachusetts
$2.84M +$687K +3,074 +33%
EIP
563
Ellis Investment Partners
Pennsylvania
$2.83M +$7.59K +34 +0.3%
CA
564
Calton & Associates
Florida
$2.83M -$295K -1,321 -10%
AG
565
AlTi Global
New York
$2.82M +$136K +610 +5%
FWP
566
Forefront Wealth Partners
Texas
$2.82M -$936K -4,189 -25%
CWM
567
Curtis Wealth Management
Nevada
$2.81M -$772K -3,456 -22%
YWM
568
Yukon Wealth Management
Kansas
$2.8M +$257K +1,149 +10%
CAM
569
Concorde Asset Management
Michigan
$2.79M -$300K -1,345 -10%
EI
570
EFG International
$2.76M +$21.7K +97 +0.8%
AFS
571
AFG Fiduciary Services
Massachusetts
$2.76M -$27.5K -123 -1%
1CP
572
17 Capital Partners
Arizona
$2.76M +$275K +1,231 +11%
SIC
573
Sigma Investment Counselors
Michigan
$2.73M -$68.1K -305 -2%
OA
574
Operose Advisors
Wisconsin
$2.73M -$118K -530 -4%
GPWA
575
Great Point Wealth Advisors
Massachusetts
$2.72M – – –
21 22
23
24 25