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
PW
1126
Potentia Wealth
California
$508K +$29K +134 +6%
FWM
1127
Foguth Wealth Management
Michigan
$508K +$53K +245 +12%
OIS
1128
Okabena Investment Services
Minnesota
$507K – – –
WCL
1129
Wealth Care LLC
Florida
$503K +$516K +2,381 New
LJAC
1130
L.J. Altfest & Co
New York
$501K +$866 +4 +0.2%
CFMC
1131
Curbstone Financial Management Corp
New Hampshire
$501K – – –
LAS
1132
Lloyd Advisory Services
Georgia
$500K -$604K -2,788 -54%
KFG
1133
Kingdom Financial Group
Arizona
$500K +$40.5K +187 +9%
SMA
1134
Sage Mountain Advisors
Georgia
$499K -$2.38K -11 -0.5%
WTB
1135
Washington Trust Bank
Washington
$497K -$51.3K -237 -9%
FNT
1136
First National Trust
Pennsylvania
$495K -$2.81K -13 -0.6%
RPGK
1137
Retirement Planning Group (Kansas)
Kansas
$493K +$279K +1,288 +123%
HC
1138
Hara Capital
Washington
$493K – – –
VWA
1139
VSM Wealth Advisory
Maryland
$492K +$650 +3 +0.1%
FLPIM
1140
F.L. Putnam Investment Management
Massachusetts
$492K -$260K -1,202 -34%
RRWA
1141
Rainey & Randall Wealth Advisors
Florida
$490K +$16.9K +78 +3%
JAG
1142
Journey Advisory Group
Kentucky
$489K -$2.38K -11 -0.5%
HWA
1143
HCR Wealth Advisors
California
$488K +$39K +180 +8%
FWTB
1144
First Western Trust Bank
Colorado
$487K +$22.1K +102 +5%
GFM
1145
GEN Financial Management
Minnesota
$484K – – –
CWM
1146
Cabot Wealth Management
Massachusetts
$484K +$39K +180 +9%
PWMAG
1147
Pinnacle Wealth Management Advisory Group
New Jersey
$482K -$73.4K -339 -13%
CFG
1148
Clayton Financial Group
Missouri
$482K +$19.9K +92 +4%
TGAM
1149
TBH Global Asset Management
Tennessee
$482K +$494K +2,282 New
KHC
1150
Koesten Hirschmann & Crabtree
Kansas
$476K – – –
44 45
46
47 48