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
KFGK
851
Keystone Financial Group (Kentucky)
Kentucky
$904K -$65.3K -325 -7%
AWM
852
Alterna Wealth Management
Texas
$904K +$177K +883 +25%
FI
853
FWG Investments
Kentucky
$902K +$184K +916 +27%
SPAS
854
Spectrum Planning & Advisory Services
California
$902K -$120K -596 -12%
PCIG
855
Partners Capital Investment Group
Massachusetts
$901K +$876K +4,361 New
SCI
856
S&CO Inc
Massachusetts
$898K – – –
CA
857
Continuum Advisory
Idaho
$898K +$37.2K +185 +4%
GSWM
858
Golden State Wealth Management
California
$894K +$63.7K +317 +8%
BHIA
859
Birch Hill Investment Advisors
Massachusetts
$893K -$8.44K -42 -1%
MW
860
Members Wealth
Pennsylvania
$890K +$864K +4,300 New
MA
861
MBA Advisors
Pennsylvania
$889K -$20.1K -100 -2%
AT
862
American Trust
Kentucky
$889K +$35.5K +177 +4%
CTC
863
Central Trust Company
Missouri
$888K +$402 +2 +0%
TRCT
864
Tower Research Capital (TRC)
New York
$885K +$861K +4,287 New
GWS
865
Glassman Wealth Services
Virginia
$883K – – –
MMHP
866
Murphy Middleton Hinkle & Parker
Georgia
$880K +$84K +418 +11%
FCAS
867
First Command Advisory Services
Texas
$880K – – –
MWA
868
MN Wealth Advisors
Kansas
$879K +$36.2K +180 +4%
AL
869
Aspiriant LLC
California
$872K -$848K -4,224 -50%
CPSC
870
Carl P. Sherr & Co
Massachusetts
$871K – – –
FPW
871
Flagship Private Wealth
Massachusetts
$868K +$3.21K +16 +0.4%
CG
872
Caprock Group
Idaho
$867K +$854K +4,253 New
LCGC
873
Legacy Capital Group California
California
$863K -$6.03K -30 -0.7%
LA
874
Lifeworks Advisors
Michigan
$861K +$22.1K +110 +3%
ES
875
Eagle Strategies
New York
$859K +$97.4K +485 +13%
33 34
35
36 37