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
E
801
ETFidea
New York
$529K – – –
HIP
802
HUB Investment Partners
Texas
$528K +$488K +3,035 New
RWM
803
Ritholtz Wealth Management
New York
$525K +$485K +3,018 New
OPW
804
Oxler Private Wealth
New York
$523K +$3.7K +23 +0.8%
PTC
805
Private Trust Company
Ohio
$522K -$10.4K -65 -2%
AB
806
Atlas Brown
Kentucky
$521K +$7.88K +49 +2%
TTWM
807
TCV Trust & Wealth Management
Virginia
$520K – – –
SXL
808
Summit X LLC
Missouri
$519K -$13.8K -86 -3%
VC
809
Veracity Capital
Georgia
$519K – – –
IA
810
Insight Advisors
Pennsylvania
$518K -$4.18K -26 -0.9%
CA
811
Claro Advisors
Massachusetts
$517K -$127K -790 -21%
CPA
812
Cardiff Park Advisors
California
$517K – – –
EPW
813
Evergreen Private Wealth
Colorado
$514K +$475K +2,954 New
PI
814
PFG Investments
New York
$513K -$4.98K -31 -1%
OC
815
Oarsman Capital
Wisconsin
$511K +$17.7K +110 +4%
CL
816
CIM LLC
New York
$511K +$25.2K +157 +6%
LSAG
817
Lake Street Advisors Group
New Hampshire
$506K +$468K +2,910 New
AIP
818
Almanack Investment Partners
Pennsylvania
$502K -$134K -835 -22%
CWM
819
Cabot Wealth Management
Massachusetts
$502K -$5.14K -32 -1%
QC
820
Quent Capital
New York
$499K – – –
WFAG
821
Worth Financial Advisory Group
North Carolina
$491K -$22.2K -138 -5%
PL
822
Plancorp LLC
Missouri
$491K – – –
BONH
823
Bank of New Hampshire
New Hampshire
$490K -$41K -255 -8%
WA
824
Wealthstar Advisors
Texas
$490K +$453K +2,817 New
GWA
825
GGM Wealth Advisors
Maryland
$488K – – –
31 32
33
34 35