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
KFS
676
Kelly Financial Services
Massachusetts
$24.2K +$23.6K +215 New
FWM
677
Focused Wealth Management
New York
$24K – – –
CIM
678
Cambria Investment Management
California
$24K +$110 +1 New
CFA
679
Camarda Financial Advisors
Florida
$23K -$230K -2,094 -91%
BHWM
680
Bay Harbor Wealth Management
Maryland
$23K -$83K -756 -79%
CFB
681
Cullen/Frost Bankers
Texas
$23K +$22K +200 New
PGAM
682
Princeton Global Asset Management
New Jersey
$23K +$22.7K +207 New
CWM
683
Catamount Wealth Management
Connecticut
$22K – – –
SFG
684
SevenBridge Financial Group
Pennsylvania
$22K – – –
PC
685
Permanens Capital
New York
$22K +$21.9K +199 New
HDIM
686
Hanson & Doremus Investment Management
Vermont
$21K – – –
GEA
687
Glen Eagle Advisors
New Jersey
$20.3K +$18.8K +171 +1,900%
MIM
688
Macroview Investment Management
Maryland
$18K – – –
PWMG
689
Prestige Wealth Management Group
New Jersey
$18K – – –
AWM
690
Aevitas Wealth Management
Massachusetts
$16K +$7.8K +71 +91%
CCM
691
Covington Capital Management
California
$15K – – –
PCIA
692
Prime Capital Investment Advisors
Kansas
$15K +$14.4K +131 New
JWM
693
Janiczek Wealth Management
Colorado
$14K – – –
VNA
694
Valley National Advisers
Pennsylvania
$14K – – –
FCA
695
FinTrust Capital Advisors
South Carolina
$13K -$238K -2,164 -95%
APC
696
Aspire Private Capital
North Carolina
$13K -$88.5K -806 -88%
TFA
697
Toth Financial Advisory
Virginia
$13K – – –
AC
698
Avestar Capital
New York
$12K – – –
LF
699
Lee Financial
Texas
$12K +$11.5K +105 New
RE
700
RBC Europe
United Kingdom
$11.3K – – –
26 27
28
29 30