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
HI
1226
Horizon Investments
North Carolina
$399K +$205K +946 +100%
LP
1227
LGL Partners
Pennsylvania
$399K +$1.52K +7 +0.4%
AFA
1228
Allium Financial Advisors
Oregon
$398K – – –
WCG
1229
Weaver Consulting Group
California
$392K +$87K +402 +28%
GD
1230
Grandfield & Dodd
New York
$390K – – –
OBWG
1231
Onyx Bridge Wealth Group
New York
$388K +$433 +2 +0.1%
USB
1232
Union Savings Bank
Connecticut
$388K – – –
LWCFA
1233
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$386K – – –
AAS
1234
Annex Advisory Services
Wisconsin
$385K +$217 +1 +0.1%
PWCM
1235
Processus Wealth & Capital Management
Tennessee
$384K -$6.5K -30 -2%
FSA
1236
Financial Services Advisory
Maryland
$383K -$9.74K -45 -2%
NS
1237
NBC Securities
Alabama
$382K -$13K -60 -3%
WIC
1238
Woodmont Investment Counsel
Tennessee
$381K – – –
RWM
1239
Rockwood Wealth Management
Pennsylvania
$377K +$10.2K +47 +3%
ONST
1240
Old North State Trust
North Carolina
$377K – – –
SAFS
1241
S&A Financial Services
Kansas
$377K +$387K +1,785 New
SA
1242
Stewardship Advisors
Pennsylvania
$376K +$149K +687 +63%
ECM
1243
Evergreen Capital Management
Washington
$375K -$204K -944 -35%
UW
1244
Unique Wealth
Florida
$375K +$4.33K +20 +1%
EWM
1245
Evolution Wealth Management
Florida
$374K -$56.7K -262 -13%
EF
1246
Empowered Funds
Pennsylvania
$370K +$380K +1,754 New
OAS
1247
Optivise Advisory Services
Tennessee
$370K +$23.8K +110 +7%
BWM
1248
Brown Wealth Management
Illinois
$370K +$19.3K +89 +5%
NAMM
1249
NorthStar Asset Management (Massachusetts)
Massachusetts
$369K – – –
TAP
1250
TSG Advice Partners
Ohio
$367K +$433 +2 +0.1%
48 49
50
51 52