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
WCP
901
Wick Capital Partners
Pennsylvania
$799K -$1.95M -9,686 -71%
ACM
902
Advisors Capital Management
New Jersey
$798K -$4.02K -20 -0.5%
BF
903
Blankinship & Foster
California
$795K -$51.4K -256 -6%
LWL
904
Leo Wealth LLC
Texas
$787K -$3.9M -19,439 -84%
VC
905
Veracity Capital
Georgia
$785K -$38.4K -191 -5%
KLI
906
Kelman-Lazarov Inc
Tennessee
$781K +$73.3K +365 +11%
NPFS
907
Novak & Powell Financial Services
Florida
$780K +$759K +3,777 New
CFP
908
Catalyst Financial Partners
Massachusetts
$777K +$8.44K +42 +1%
MC
909
Moors & Cabot
Massachusetts
$776K -$57.4K -286 -7%
NB
910
NBT Bank
New York
$768K -$154K -766 -17%
CB
911
Community Bank
New York
$763K -$95.4K -475 -11%
AWM
912
Aprio Wealth Management
Georgia
$759K -$12.3K -61 -2%
AUB
913
Atlantic Union Bankshares
Virginia
$758K -$10K -50 -1%
LKWM
914
Lee-Kelleher Wealth Management
Maryland
$753K – – –
FFG
915
Fortress Financial Group
Minnesota
$753K – – –
MSFS
916
Main Street Financial Solutions
Pennsylvania
$753K – – –
CCA
917
Clarity Capital Advisors
Florida
$752K – – –
CFO
918
CVA Family Office
Colorado
$749K – – –
ATC
919
Argent Trust Co
Tennessee
$743K +$43.4K +216 +6%
TCBWMS
920
Texas Capital Bank Wealth Management Services
Texas
$740K -$3.15M -15,692 -81%
GJWM
921
Gilliland Jeter Wealth Management
Arkansas
$737K +$145K +720 +25%
CNB
922
Camden National Bank
Maine
$736K – – –
AHC
923
Anderson Hoagland & Co
Missouri
$736K – – –
GWA
924
Geometric Wealth Advisors
District of Columbia
$736K – – –
CIC
925
Carnegie Investment Counsel
Ohio
$734K +$225K +1,119 +46%
35 36
37
38 39