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
MMG
1301
Monetary Management Group
Missouri
$318K – – –
KCM
1302
KRS Capital Management
Michigan
$317K – – –
BC
1303
Barrett & Company
Rhode Island
$317K +$2.72K +13 +0.9%
BFA
1304
Beaumont Financial Advisors
Massachusetts
$317K – – –
CWM
1305
Copia Wealth Management
Oregon
$316K – – –
LSA
1306
L & S Advisors
California
$314K -$629 -3 -0.2%
WJWM
1307
Williams Jones Wealth Management
New York
$313K – – –
LG
1308
LaFleur & Godfrey
Michigan
$313K – – –
AA
1309
Aufman Associates
Pennsylvania
$311K – – –
W
1310
Wealthquest
Ohio
$311K +$307K +1,466 New
EWA
1311
Evolution Wealth Advisors
Florida
$310K – – –
BFP
1312
Beacon Financial Planning
Massachusetts
$309K +$1.47K +7 +0.5%
BWP
1313
Baldwin Wealth Partners
Massachusetts
$309K -$17.2K -82 -5%
OA
1314
Oasis Advisors
Iowa
$308K +$305K +1,454 New
WCG
1315
Weaver Consulting Group
California
$308K – – –
OP
1316
Oath Planning
Oklahoma
$308K +$304K +1,451 New
KCM
1317
Kendall Capital Management
Maryland
$307K +$24.7K +118 +9%
YIH
1318
Y-Intercept (HK)
Hong Kong
$307K +$303K +1,447 New
AP
1319
Appleton Partners
Massachusetts
$305K -$157K -750 -34%
CAM
1320
Campion Asset Management
Virginia
$304K -$41.9K -200 -12%
IFA
1321
Interactive Financial Advisors
Illinois
$304K -$38.6K -184 -11%
SFWA
1322
Summit Financial Wealth Advisors
Louisiana
$303K -$44K -210 -13%
VCM
1323
Vivaldi Capital Management
Illinois
$303K +$629 +3 +0.2%
FCIM
1324
Fairview Capital Investment Management
California
$303K – – –
KHCM
1325
Kirtland Hills Capital Management
Ohio
$302K – – –
51 52
53
54 55