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
CFP
901
Catalyst Financial Partners
Massachusetts
$727K -$49.9K -268 -7%
IIA
902
IPG Investment Advisors
California
$721K +$66.7K +358 +11%
ES
903
Eagle Strategies
New York
$718K +$15.8K +85 +2%
FWTB
904
First Western Trust Bank
Colorado
$716K – – –
LKWM
905
Lee-Kelleher Wealth Management
Maryland
$713K – – –
FFG
906
Fortress Financial Group
Minnesota
$713K – – –
MSFS
907
Main Street Financial Solutions
Pennsylvania
$713K +$679K +3,646 New
CCA
908
Clarity Capital Advisors
Florida
$711K – – –
CFO
909
CVA Family Office
Colorado
$709K – – –
CIC
910
Chilton Investment Company
Connecticut
$700K +$182K +977 +38%
CNB
911
Camden National Bank
Maine
$697K – – –
AHC
912
Anderson Hoagland & Co
Missouri
$697K – – –
GWA
913
Geometric Wealth Advisors
District of Columbia
$697K – – –
PMFA
914
Plante Moran Financial Advisors
Michigan
$689K -$160K -857 -20%
AWM
915
Alterna Wealth Management
Texas
$683K -$14.9K -80 -2%
NG
916
Norden Group
Utah
$681K +$7.26K +39 +1%
STA
917
Summit Trail Advisors
New York
$675K +$643K +3,454 New
FI
918
FWG Investments
Kentucky
$675K +$643K +3,453 New
JGIA
919
Jackson Grant Investment Advisers
Connecticut
$675K +$4.66K +25 +0.7%
GIM
920
Goelzer Investment Management
Indiana
$674K +$105K +564 +20%
KLI
921
Kelman-Lazarov Inc
Tennessee
$668K – – –
LW
922
Linscomb Wealth
Texas
$663K – – –
EIA
923
Edgemoor Investment Advisors
Maryland
$663K – – –
ATC
924
Argent Trust Co
Tennessee
$661K +$71.7K +385 +13%
CWM
925
C2C Wealth Management
Arizona
$660K +$4.66K +25 +0.7%
35 36
37
38 39