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
JSL
826
JT Stratford LLC
Georgia
$919K -$34.6K -186 -4%
SFWC
827
Strategic Family Wealth Counselors
New Jersey
$910K +$460K +2,472 +113%
AEPWM
828
Atlantic Edge Private Wealth Management
Florida
$908K – – –
MSA
829
Marino Stram & Associates
Massachusetts
$905K +$36.5K +196 +4%
FWA
830
FSM Wealth Advisors
Ohio
$904K +$21K +113 +3%
CFG
831
Cooper Financial Group
California
$904K -$710K -3,810 -45%
NB
832
NBT Bank
New York
$903K -$84.9K -456 -9%
SWP
833
Semus Wealth Partners
Florida
$903K +$143K +768 +20%
HIM
834
Hanlon Investment Management
New Jersey
$898K +$47.3K +254 +6%
WS
835
Wedbush Securities
California
$897K -$835K -4,481 -49%
MAMG
836
Milestone Asset Management Group
Connecticut
$889K +$104K +559 +14%
MPCG
837
Matrix Private Capital Group
New York
$887K +$24.2K +130 +3%
VT
838
Vise Technologies
New York
$884K +$843K +4,526 New
MAWA
839
Moss Adams Wealth Advisors
Washington
$884K -$186 -1 -0%
TA
840
TrueWealth Advisors
Alabama
$881K -$55K -295 -6%
MA
841
MKT Advisors
California
$878K – – –
PWCM
842
Processus Wealth & Capital Management
Tennessee
$874K -$1.3K -7 -0.2%
MSWM
843
McGlone Suttner Wealth Management
Wisconsin
$874K – – –
NW
844
NewEdge Wealth
Pennsylvania
$873K -$117K -629 -12%
NEWAS
845
N.E.W. Advisory Services
Wisconsin
$867K -$18.6K -100 -2%
SAM
846
Summit Asset Management
Tennessee
$865K -$9.87K -53 -1%
MA
847
MBA Advisors
Pennsylvania
$861K -$168K -900 -17%
T
848
Transce3nd
Texas
$856K +$33.7K +181 +4%
BHIA
849
Birch Hill Investment Advisors
Massachusetts
$853K -$3.73K -20 -0.5%
BDPWM
850
Barnes Dennig Private Wealth Management
Ohio
$851K +$691K +3,708 +575%
32 33
34
35 36