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
SFWC
1051
Strategic Family Wealth Counselors
New Jersey
$416K -$1.35K -7 -0.3%
GJWM
1052
Gilliland Jeter Wealth Management
Arkansas
$416K +$122K +628 +40%
IIC
1053
Ironwood Investment Counsel
Arizona
$412K +$194 +1 +0%
MLL
1054
Moody Lynn & Lieberson
Massachusetts
$412K – – –
CFG
1055
Clayton Financial Group
Missouri
$412K -$11.6K -60 -3%
CIC
1056
Carnegie Investment Counsel
Ohio
$410K – – –
AWM
1057
Aviso Wealth Management
Washington
$408K -$15.5K -80 -4%
IA
1058
IFG Advisors
Missouri
$408K -$26.1K -135 -6%
AWMNH
1059
Arcadia Wealth Management (New Hampshire)
New Hampshire
$405K +$411K +2,125 New
SIC
1060
Samalin Investment Counsel
New York
$403K +$2.52K +13 +0.6%
LFG
1061
Larson Financial Group
Missouri
$403K -$40.8K -211 -9%
HTC
1062
Haverford Trust Company
Pennsylvania
$402K – – –
WTB
1063
Washington Trust Bank
Washington
$402K -$12.2K -63 -3%
HIS
1064
Harvest Investment Services
Illinois
$399K -$1.75M -9,056 -81%
NS
1065
NBC Securities
Alabama
$398K +$404K +2,087 +104,350%
CCA
1066
Conservest Capital Advisors
Pennsylvania
$396K – – –
C
1067
Certuity
Florida
$396K +$402K +2,079 New
CIA
1068
Capital Investment Advisors
Georgia
$395K +$141K +731 +54%
HIIFS
1069
Harel Insurance Investments & Financial Services
Israel
$395K – – –
CP
1070
Clarendon Private
Massachusetts
$395K +$1.55K +8 +0.4%
AGWCA
1071
Annis Gardner Whiting Capital Advisors
Florida
$388K – – –
KA
1072
Klingman & Associates
New York
$387K -$212K -1,095 -35%
GAG
1073
GM Advisory Group
New York
$387K +$99.8K +516 +34%
PWP
1074
Perfromance Wealth Partners
Illinois
$386K -$9.87K -51 -2%
SWM
1075
Shakespeare Wealth Management
Wisconsin
$385K – – –
41 42
43
44 45