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
OPF
1226
Old Peak Finance
North Carolina
$403K – – –
EWS
1227
Evergreen Wealth Solutions
Pennsylvania
$402K +$412K +1,903 New
SWP
1228
ShoreHaven Wealth Partners
New Jersey
$400K -$34.2K -158 -8%
HI
1229
Horizon Investments
North Carolina
$399K +$205K +946 +100%
LP
1230
LGL Partners
Pennsylvania
$399K +$1.52K +7 +0.4%
AFA
1231
Allium Financial Advisors
Oregon
$398K – – –
WCG
1232
Weaver Consulting Group
California
$392K +$87K +402 +28%
GD
1233
Grandfield & Dodd
New York
$390K – – –
OBWG
1234
Onyx Bridge Wealth Group
New York
$388K +$433 +2 +0.1%
USB
1235
Union Savings Bank
Connecticut
$388K – – –
LWCFA
1236
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$386K – – –
AAS
1237
Annex Advisory Services
Wisconsin
$385K +$217 +1 +0.1%
PWCM
1238
Processus Wealth & Capital Management
Tennessee
$384K -$6.5K -30 -2%
FSA
1239
Financial Services Advisory
Maryland
$383K -$9.74K -45 -2%
NS
1240
NBC Securities
Alabama
$382K -$13K -60 -3%
WIC
1241
Woodmont Investment Counsel
Tennessee
$381K – – –
RWM
1242
Rockwood Wealth Management
Pennsylvania
$377K +$10.2K +47 +3%
ONST
1243
Old North State Trust
North Carolina
$377K – – –
SAFS
1244
S&A Financial Services
Kansas
$377K +$387K +1,785 New
SA
1245
Stewardship Advisors
Pennsylvania
$376K +$149K +687 +63%
ECM
1246
Evergreen Capital Management
Washington
$375K -$204K -944 -35%
UW
1247
Unique Wealth
Florida
$375K +$4.33K +20 +1%
EWM
1248
Evolution Wealth Management
Florida
$374K -$56.7K -262 -13%
EF
1249
Empowered Funds
Pennsylvania
$370K +$380K +1,754 New
OAS
1250
Optivise Advisory Services
Tennessee
$370K +$23.8K +110 +7%
48 49
50
51 52