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
IIA
651
IPG Investment Advisors
California
$686K +$131K +849 +25%
CTC
652
Central Trust Company
Missouri
$684K – – –
H
653
HoyleCohen
California
$671K – – –
MA
654
MCF Advisors
Kentucky
$670K – – –
CPA
655
Capital Planning Advisors
California
$669K – – –
VVP
656
Venture Visionary Partners
Ohio
$668K -$13.5K -88 -2%
CWM
657
ClientFirst Wealth Management
Arkansas
$666K – – –
CBFP
658
Cedar Brook Financial Partners
Ohio
$665K -$13.2K -86 -2%
GIM
659
Goelzer Investment Management
Indiana
$660K +$630K +4,093 New
BBVA
660
Banco Bilbao Vizcaya Argentaria
Spain
$659K -$25.2M -163,917 -98%
CST
661
Charles Schwab Trust
Nevada
$658K – – –
MPCG
662
Matrix Private Capital Group
New York
$657K – – –
SW
663
SVB Wealth
Massachusetts
$641K -$781K -5,078 -56%
BP
664
BBR Partners
New York
$638K +$609K +3,961 New
NW
665
Naviter Wealth
Arkansas
$637K +$608K +3,951 New
CWP
666
Corepath Wealth Partners
Arizona
$635K -$130K -843 -18%
MMHP
667
Murphy Middleton Hinkle & Parker
Georgia
$629K -$89.2K -580 -13%
WTC
668
WhitTier Trust Company
Nevada
$624K – – –
CRC
669
Curi RMB Capital
Illinois
$623K +$595K +3,868 New
CG
670
Caprock Group
Idaho
$623K +$594K +3,863 New
PWPS
671
Pinnacle Wealth Planning Services
Ohio
$622K +$363K +2,360 +157%
WP
672
Westmount Partners
California
$620K +$3.38K +22 +0.6%
S
673
SignatureFD
Georgia
$620K – – –
DI
674
Disciplined Investments
Oklahoma
$616K -$221K -1,437 -27%
SWM
675
Sendero Wealth Management
Texas
$615K +$587K +3,818 New
25 26
27
28 29