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
DBT
551
Dubuque Bank & Trust
Iowa
$94K – – –
ME
552
McIlrath & Eck
Washington
$94K +$91.5K +826 New
KF
553
Krilogy Financial
Missouri
$92K -$4.88K -44 -5%
SIAS
554
Shine Investment Advisory Services
Colorado
$91K – – –
PWM
555
Paulson Wealth Management
Illinois
$89K +$86.4K +780 New
WIM
556
Westside Investment Management
California
$84K – – –
CFA
557
Carroll Financial Associates
North Carolina
$81K -$20.4K -184 -21%
POIA
558
Pin Oak Investment Advisors
Texas
$81K +$78.1K +705 New
FFG
559
Ford Financial Group
California
$80K +$77K +695 New
GAM
560
Gemmer Asset Management
California
$76K +$332 +3 +0.5%
RWM
561
Raffa Wealth Management
District of Columbia
$75.2K +$776 +7 +1%
SFSIG
562
San Francisco Sentry Investment Group
California
$72K -$26.3K -237 -27%
HWP
563
Hefty Wealth Partners
Indiana
$72K -$7.2K -65 -9%
VCM
564
Vigilant Capital Management
Maine
$72K – – –
JWA
565
JFS Wealth Advisors
Pennsylvania
$70K – – –
JFA
566
JNBA Financial Advisors
Minnesota
$66K – – –
PA
567
Parallel Advisors
California
$66K +$24.4K +220 +61%
PAI
568
Pittenger & Anderson Inc
Nebraska
$63K – – –
MWM
569
MinichMacGregor Wealth Management
New York
$60K -$4.88K -44 -8%
BC
570
Barnett & Company
Tennessee
$57K – – –
PMFA
571
Plante Moran Financial Advisors
Michigan
$57K – – –
CBT
572
Capital Bank & Trust
California
$56K +$54.1K +488 New
FFW
573
Fusion Family Wealth
New York
$53K – – –
RFA
574
Reilly Financial Advisors
California
$50K -$886 -8 -2%
AOWM
575
Alpha Omega Wealth Management
Virginia
$48K – – –
21 22
23
24 25