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
BA
951
Ballast Advisors
Minnesota
$158K +$7.69K +50 +5%
ZIG
952
Zullo Investment Group
Pennsylvania
$157K – – –
MAWCM
953
Mine & Arao Wealth Creation & Management
California
$153K +$308 +2 +0.2%
SBL
954
Sargent Bickham Lagudis
Colorado
$152K +$154 +1 +0.1%
CHA
955
Carmichael Hill & Associates
Maryland
$151K – – –
BFEC
956
Benjamin F. Edwards & Company
Missouri
$145K -$1.85K -12 -1%
MFC
957
Mechanics Financial Corp
Ohio
$144K – – –
HNWAG
958
High Net Worth Advisory Group
Florida
$125K – – –
MHR
959
Matthew Hamilton Rosenberg
$119K +$51.2K +333 +77%
RCM
960
Raleigh Capital Management
North Carolina
$117K +$115K +750 New
RWM
961
Raffa Wealth Management
District of Columbia
$113K +$462 +3 +0.4%
LPP
962
Life Planning Partners
Florida
$113K – – –
FCMT
963
Founders Capital Management (Texas)
Texas
$111K – – –
RIM
964
Rockbridge Investment Management
New York
$108K +$29.5K +192 +38%
CSB
965
City State Bank
Iowa
$105K – – –
CA
966
Crewe Advisors
Utah
$104K +$95.7K +622 +1,382%
LB
967
Legacy Bridge
Iowa
$101K – – –
MWM
968
Mascoma Wealth Management
New Hampshire
$99K +$98.2K +638 New
TF
969
Tompkins Financial
New York
$96K – – –
CAAS
970
Capital Asset Advisory Services
Michigan
$95K – – –
BWM
971
BerganKDV Wealth Management
Minnesota
$94K -$136K -882 -59%
KTC
972
Kistler-Tiffany Companies
Pennsylvania
$89K – – –
EW
973
Element Wealth
Mississippi
$87K -$21.5K -140 -20%
BBPWM
974
Blue Bell Private Wealth Management
Pennsylvania
$86K +$69.6K +452 +448%
WAM
975
Worth Asset Management
Texas
$86K +$92.2K +599 New
37 38
39
40 41