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
QCM
976
QRG Capital Management
Illinois
$210K +$221K +1,366 New
PWA
977
Physician Wealth Advisors
Utah
$210K -$48.2K -298 -18%
HBT
978
Hills Bank & Trust
Iowa
$210K -$162 -1 -0.1%
VPP
979
Vertex Planning Partners
Illinois
$209K – – –
WBC
980
West Branch Capital
Massachusetts
$208K – – –
JEST
981
JTC Employer Solutions Trustee
Jersey
$208K – – –
WMS
982
Wealth Management Solutions
Pennsylvania
$207K – – –
VWM
983
Venturi Wealth Management
Texas
$207K – – –
PA
984
PSI Advisors
Florida
$207K – – –
BBWP
985
Beacon Bridge Wealth Partners
Pennsylvania
$206K +$6.79K +42 +3%
TW
986
TrinityPoint Wealth
Connecticut
$206K – – –
D
987
Dentgroup
Louisiana
$205K +$216K +1,334 New
FA
988
Fiducient Advisors
Illinois
$205K +$214K +1,324 New
LSA
989
Lion Street Advisors
Texas
$205K -$32.3K -200 -13%
FOFP
990
Fee-Only Financial Planning
South Carolina
$205K – – –
DWM
991
Dakota Wealth Management
Florida
$204K +$215K +1,329 New
KOMWMG
992
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$204K – – –
SPP
993
Single Point Partners
Massachusetts
$201K +$210K +1,299 New
SWM
994
Sugarloaf Wealth Management
Georgia
$201K +$1.62K +10 +0.8%
XF
995
XML Financial
Maryland
$200K -$4.53K -28 -2%
RF
996
RHS Financial
California
$200K – – –
FCMT
997
Founders Capital Management (Texas)
Texas
$195K – – –
CHA
998
Carmichael Hill & Associates
Maryland
$195K -$4.85K -30 -2%
CP
999
Covenant Partners
Tennessee
$194K -$9.05K -56 -4%
BA
1000
Ballast Advisors
Minnesota
$192K -$19.7K -122 -9%
38 39
40
41 42