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
PL
551
Plancorp LLC
Missouri
$617K +$673 +5 +0.1%
SCI
552
S&CO Inc
Massachusetts
$614K – – –
LW
553
Linscomb Wealth
Texas
$612K – – –
GWM
554
GSB Wealth Management
Connecticut
$611K +$582K +4,324 New
MBT
555
Montecito Bank & Trust
California
$607K +$24.8K +184 +4%
COF
556
Capital One Financial
Virginia
$603K -$81.5K -605 -12%
FC
557
Ferris Capital
Massachusetts
$593K – – –
CAL
558
Capital Advisors Ltd
Ohio
$591K +$122K +909 +28%
CPA
559
Capital Planning Advisors
California
$586K -$178K -1,322 -24%
S
560
SignatureFD
Georgia
$585K – – –
IFAM
561
Institutional & Family Asset Management
Colorado
$583K +$286K +2,127 +106%
OPA
562
Old Port Advisors
Maine
$571K -$38K -282 -7%
TTWM
563
TCV Trust & Wealth Management
Virginia
$569K -$8.08K -60 -1%
PWA
564
Physician Wealth Advisors
Utah
$567K +$2.56K +19 +0.5%
MPCG
565
Matrix Private Capital Group
New York
$566K – – –
TW
566
Towerpoint Wealth
California
$563K -$6.73K -50 -1%
CWP
567
Corepath Wealth Partners
Arizona
$549K +$2.69K +20 +0.5%
NAM
568
NTV Asset Management
West Virginia
$540K – – –
NEPWA
569
New England Private Wealth Advisors
Massachusetts
$540K +$673 +5 +0.1%
NDSI
570
Newman Dignan & Sheerar Inc
Rhode Island
$535K -$13.5K -100 -3%
TFS
571
TrustCore Financial Services
Tennessee
$535K -$2.69K -20 -0.5%
IFG
572
Independent Financial Group
California
$531K +$233K +1,733 +86%
SWA
573
Stratos Wealth Advisors
Ohio
$526K +$211K +1,569 +73%
FHA
574
Flagship Harbor Advisors
Massachusetts
$523K -$33.3K -247 -6%
SCA
575
Snowden Capital Advisors
New York
$522K -$14.1K -105 -3%
21 22
23
24 25