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
RIA
626
Realta Investment Advisors
Delaware
$297K -$8.34K -67 -3%
LWA
627
Lenox Wealth Advisors
New York
$297K +$2.61K +21 +0.9%
FP
628
Financial Perspectives
Minnesota
$296K +$283K +2,275 New
WP
629
WealthPLAN Partners
Nebraska
$295K – – –
HCM
630
Hutchinson Capital Management
California
$293K – – –
CCM
631
Colorado Capital Management
Colorado
$290K – – –
AC
632
Addison Capital
Pennsylvania
$287K – – –
FIA
633
Foundations Investment Advisors
Arizona
$283K +$1.49K +12 +0.6%
PWM
634
PBMares Wealth Management
Virginia
$283K +$271K +2,175 New
FDS
635
Freedom Day Solutions
Texas
$282K +$5.85K +47 +2%
SIA
636
Soltis Investment Advisors
Utah
$282K +$270K +2,170 New
BB
637
Busey Bank
Illinois
$281K +$269K +2,158 New
TNB
638
TCF National Bank
South Dakota
$279K +$33.6K +270 +14%
RWA
639
Ropes Wealth Advisors
Massachusetts
$277K -$9.33K -75 -3%
GBBWRPM
640
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$277K +$7.59K +61 +3%
OIWM
641
OptiFour Integrated Wealth Management
Virginia
$276K – – –
SIC
642
Sigma Investment Counselors
Michigan
$273K +$9.96K +80 +4%
CST
643
Charles Schwab Trust
Nevada
$271K – – –
KIA
644
KCM Investment Advisors
California
$270K – – –
CGA
645
Crescent Grove Advisors
Illinois
$269K +$5.97K +48 +2%
WTC
646
WhitTier Trust Company
Nevada
$267K – – –
ONB
647
Old National Bancorp
Indiana
$264K – – –
MOS
648
MGO One Seven
Ohio
$263K +$15.7K +126 +7%
SPL
649
Smart Portfolios LLC
Washington
$261K -$7.84K -63 -3%
GM
650
GeoWealth Management
Illinois
$260K -$19.3K -155 -7%
24 25
26
27 28