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
IA
1351
Inspire Advisors
Idaho
$315K -$34.8K -156 -10%
IBOK
1352
Independence Bank of Kentucky
Kentucky
$315K – – –
KFA
1353
Kapstone Financial Advisors
Ohio
$314K +$447 +2 +0.1%
CAM
1354
Clark Asset Management
New Hampshire
$313K +$21K +94 +7%
EWM
1355
Evolution Wealth Management
Florida
$313K -$87.3K -391 -22%
CA
1356
Centennial Advisors
Texas
$313K +$308K +1,377 New
MCIA
1357
Mountain Capital Investment Advisors
Colorado
$311K -$18.3K -82 -6%
FIB
1358
First Interstate Bank
Montana
$311K – – –
PIFP
1359
Partners in Financial Planning
Virginia
$309K +$447 +2 +0.1%
SWP
1360
Sagespring Wealth Partners
Tennessee
$309K -$43.8K -196 -13%
CFM
1361
Compass Financial Management
Florida
$309K +$303K +1,355 New
WBC
1362
West Branch Capital
Massachusetts
$308K – – –
EWM
1363
Evermay Wealth Management
Virginia
$307K – – –
JEST
1364
JTC Employer Solutions Trustee
Jersey
$307K – – –
TWM
1365
Thrive Wealth Management
Pennsylvania
$305K -$12.1K -54 -4%
NSG
1366
Nalls Sherbakoff Group
Tennessee
$305K +$447 +2 +0.1%
PPP
1367
Prism Planning Partners
Illinois
$305K -$13K -58 -4%
KFP
1368
KMG Fiduciary Partners
Ohio
$305K -$7.7M -34,490 -96%
SWM
1369
Sagace Wealth Management
Florida
$304K – – –
CCWM
1370
Correct Capital Wealth Management
Missouri
$303K – – –
CFS
1371
Commonwealth Financial Services
West Virginia
$302K -$447 -2 -0.2%
NG
1372
Novem Group
New York
$302K +$65.4K +293 +28%
FOR
1373
Family Office Research
Maryland
$301K +$223 +1 +0.1%
GIA
1374
Goodwin Investment Advisory
Georgia
$301K – – –
ZBNA
1375
Zions Bancorporation, National Association
Utah
$299K – – –
53 54
55
56 57