IVE icon

iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Deutsche Bank
926
Deutsche Bank
Germany
$909K +$486K +2,317 +118%
EI
927
EFG International
$908K +$897K +4,282 New
GWS
928
Glassman Wealth Services
Virginia
$906K – – –
SC
929
SouthState Corp
Florida
$903K -$41.9K -200 -4%
IWA
930
Inspirion Wealth Advisors
Illinois
$903K -$210 -1 -0%
FPW
931
Flagship Private Wealth
Massachusetts
$901K +$10.1K +48 +1%
CTC
932
Central Trust Company
Missouri
$893K -$18.9K -90 -2%
FT
933
Fiduciary Trust
Massachusetts
$889K -$483K -2,305 -35%
FCAS
934
First Command Advisory Services
Texas
$887K -$17K -81 -2%
CIBC World Market
935
CIBC World Market
Ontario, Canada
$886K +$208K +994 +31%
CAI
936
Capital Advisors Inc
Oklahoma
$880K – – –
EB
937
Eastern Bank
Massachusetts
$880K +$32.3K +154 +4%
CG
938
Caprock Group
Idaho
$878K -$24.1K -115 -3%
ES
939
Eagle Strategies
New York
$877K -$5.24K -25 -0.6%
AP
940
Americana Partners
Texas
$874K -$3.14K -15 -0.4%
CPSC
941
Carl P. Sherr & Co
Massachusetts
$873K -$41.9K -200 -5%
IAS
942
Insigneo Advisory Services
Florida
$870K +$122K +581 +17%
OPWM
943
Oregon Pacific Wealth Management
Oregon
$865K +$334K +1,592 +64%
CWM
944
ClientFirst Wealth Management
Arkansas
$862K – – –
DCM
945
Donaldson Capital Management
Indiana
$860K -$3.14K -15 -0.4%
GCM
946
Gallacher Capital Management
Colorado
$855K +$199K +950 +31%
HIP
947
HUB Investment Partners
Texas
$853K -$113K -540 -12%
HAG
948
HighPoint Advisor Group
Illinois
$851K +$841K +4,014 New
MPIA
949
Milestones Private Investment Advisors
New York
$847K – – –
MC
950
Moors & Cabot
Massachusetts
$841K +$43.6K +208 +6%