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
OIWM
576
OptiFour Integrated Wealth Management
Virginia
$253K – – –
FIA
577
Foundations Investment Advisors
Arizona
$252K +$255K +2,170 New
ECG
578
Edge Capital Group
Georgia
$250K – – –
WT
579
Whittier Trust
California
$250K +$164K +1,400 +201%
KIA
580
KCM Investment Advisors
California
$247K +$8.68K +74 +4%
GBBWRPM
581
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$246K +$243K +2,068 New
CST
582
Charles Schwab Trust
Nevada
$245K +$244K +2,084 New
WTC
583
WhitTier Trust Company
Nevada
$244K – – –
CGA
584
Crescent Grove Advisors
Illinois
$241K -$8.1K -69 -3%
ONB
585
Old National Bancorp
Indiana
$241K – – –
SIC
586
Sigma Investment Counselors
Michigan
$240K -$9.27K -79 -4%
KA
587
Klingman & Associates
New York
$230K – – –
KF
588
Krilogy Financial
Missouri
$229K +$1.29K +11 +0.6%
MOS
589
MGO One Seven
Ohio
$226K +$223K +1,898 New
OC
590
Oarsman Capital
Wisconsin
$225K -$1.76K -15 -0.8%
MCM
591
Manchester Capital Management
Vermont
$225K – – –
PFS
592
Prospera Financial Services
Texas
$225K +$222K +1,893 New
CTB
593
Country Trust Bank
Illinois
$224K – – –
TNB
594
TCF National Bank
South Dakota
$224K +$220K +1,877 New
WSTAM
595
Wilbanks Smith & Thomas Asset Management
Virginia
$222K -$28.2K -240 -11%
AL
596
Aspiriant LLC
California
$220K -$5.28K -45 -2%
HCIA
597
Hochman Cole Investment Advisors
Illinois
$219K -$18.4K -157 -8%
GIA
598
Guyasuta Investment Advisors
Pennsylvania
$219K – – –
ONST
599
Old North State Trust
North Carolina
$219K – – –
BRWM
600
B. Riley Wealth Management
Tennessee
$219K +$216K +1,837 New
22 23
24
25 26