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
LWCFA
701
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$558K -$202K -1,315 -28%
LA
702
Lynch & Associates
Indiana
$557K -$17.4K -113 -3%
FNBTCON
703
First National Bank & Trust Co of Newtown
Pennsylvania
$555K – – –
KA
704
Klingman & Associates
New York
$554K +$179K +1,161 +51%
CIC
705
Carnegie Investment Counsel
Ohio
$552K -$15.4K -100 -3%
PL
706
Plancorp LLC
Missouri
$551K – – –
AA
707
Ancora Advisors
Ohio
$549K +$4.15K +27 +0.8%
WCG
708
Weaver Consulting Group
California
$549K -$110K -714 -17%
KLI
709
Kelman-Lazarov Inc
Tennessee
$549K – – –
CA
710
Claro Advisors
Massachusetts
$546K +$34.2K +222 +7%
NL
711
Navalign LLC
California
$545K – – –
IA
712
Insight Advisors
Pennsylvania
$541K -$15.7K -102 -3%
EAMA
713
EFG Asset Management (Americas)
Florida
$541K +$40.8K +265 +9%
ECI
714
EFG Capital International
Florida
$541K +$516K +3,356 New
CFS
715
CRA Financial Services
New Jersey
$540K +$20.3K +132 +4%
RDFA
716
Ritter Daniher Financial Advisory
Ohio
$537K – – –
JGIA
717
Jackson Grant Investment Advisers
Connecticut
$534K +$1.85K +12 +0.4%
PIA
718
Perennial Investment Advisors
California
$534K – – –
AWA
719
Arkadios Wealth Advisors
Georgia
$529K -$52K -338 -9%
CWMGP
720
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$529K – – –
CGFA
721
Colton Groome Financial Advisors
North Carolina
$528K -$10.3K -67 -2%
WWM
722
Windsor Wealth Management
Indiana
$528K -$81.2K -528 -14%
DFC
723
DBK Financial Counsel
Ohio
$526K – – –
LSA
724
L & S Advisors
California
$526K – – –
CPW
725
Catalyst Private Wealth
California
$525K -$1.08K -7 -0.2%
27 28
29
30 31