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
CFS
726
CRA Financial Services
New Jersey
$488K +$146K +965 +43%
PI
727
PFG Investments
New York
$488K +$486K +3,213 New
OSAM
728
O'Shaughnessy Asset Management
Connecticut
$483K +$3.78K +25 +0.8%
TW
729
Towerpoint Wealth
California
$482K +$453 +3 +0.1%
CA
730
Claro Advisors
Massachusetts
$481K +$25.7K +170 +6%
VC
731
Veracity Capital
Georgia
$479K -$45.8K -303 -9%
SXL
732
Summit X LLC
Missouri
$478K +$35.7K +236 +8%
WCP
733
Wick Capital Partners
Pennsylvania
$477K -$417K -2,759 -47%
LSIA
734
LaSalle St. Investment Advisors
Illinois
$476K -$650K -4,301 -58%
LWM
735
LJI Wealth Management
Indiana
$475K +$8.46K +56 +2%
JIC
736
Joel Isaacson & Co
New York
$473K +$756 +5 +0.2%
HFS
737
Heritage Financial Services
Massachusetts
$470K – – –
EAMA
738
EFG Asset Management (Americas)
Florida
$469K +$467K +3,091 New
WIA
739
World Investment Advisors
California
$460K -$22.2M -146,921 -98%
NA
740
Nordwand Advisors
Pennsylvania
$460K +$458K +3,028 New
MWAM
741
Manhattan West Asset Management
California
$458K +$456K +3,015 New
HTC
742
Haverford Trust Company
Pennsylvania
$456K +$136K +900 +43%
TTWM
743
TCV Trust & Wealth Management
Virginia
$453K – – –
OPW
744
Oxler Private Wealth
New York
$452K +$1.51K +10 +0.3%
FFS
745
Founders Financial Securities
Maryland
$452K +$4.38K +29 +1%
CPA
746
Cardiff Park Advisors
California
$451K – – –
MS
747
Maven Securities
Jersey
$450K +$448K +2,967 New
AB
748
Atlas Brown
Kentucky
$448K -$26K -172 -6%
ZF
749
Zhang Financial
Michigan
$447K +$302 +2 +0.1%
CWM
750
Cabot Wealth Management
Massachusetts
$445K -$11.5K -76 -3%
28 29
30
31 32