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
SFPM
901
Sensible Financial Planning & Management
Massachusetts
$224K – – –
VWA
902
V Wealth Advisors
Kansas
$223K +$221K +1,437 New
IIC
903
Ironwood Investment Counsel
Arizona
$222K – – –
PWM
904
Pinnacle Wealth Management
California
$222K +$220K +1,427 New
PL
905
Parthenon LLC
Kentucky
$221K – – –
TC
906
TownSquare Capital
Utah
$221K – – –
FCH
907
Freestone Capital Holdings
Washington
$219K -$4.77K -31 -2%
MOS
908
MGO One Seven
Ohio
$219K +$216K +1,404 New
SQA
909
Simon Quick Advisors
New Jersey
$218K +$154 +1 +0.1%
AF
910
Alerus Financial
North Dakota
$217K -$25.4K -165 -11%
RCA
911
Rex Capital Advisors
Rhode Island
$217K – – –
SAM
912
Secure Asset Management
Michigan
$217K +$214K +1,392 New
HBT
913
Hills Bank & Trust
Iowa
$216K -$7.69K -50 -3%
SIS
914
SVB Investment Services
Utah
$214K +$462 +3 +0.2%
GIA
915
Goodwin Investment Advisory
Georgia
$213K -$112K -727 -35%
BFS
916
Bard Financial Services
Connecticut
$213K – – –
AW
917
ACG Wealth
Georgia
$212K -$500K -3,247 -70%
JEST
918
JTC Employer Solutions Trustee
Jersey
$211K – – –
WBC
919
West Branch Capital
Massachusetts
$211K – – –
FPOC
920
Financial Planners of Cleveland
Ohio
$209K -$189K -1,231 -48%
ACI
921
Alpha Cubed Investments
California
$209K – – –
TFCP
922
Twin Focus Capital Partners
Massachusetts
$209K – – –
CTFG
923
Capstone Triton Financial Group
Oklahoma
$206K -$47.7K -310 -18%
DHGWA
924
Dixon Hughes Goodman Wealth Advisors
North Carolina
$206K – – –
FDS
925
Freedom Day Solutions
Texas
$205K -$33.9K -220 -14%
35 36
37
38 39