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
SEP
1401
Signature Equity Partners
Ohio
$259K -$37K -171 -12%
FPL
1402
Fortress Private Ledger
North Carolina
$258K -$5.41K -25 -2%
BCV
1403
Banque Cantonale Vaudoise
Switzerland
$258K – – –
FG
1404
Fiduciary Group
Georgia
$256K – – –
WF
1405
WoodTrust Financial
Wisconsin
$254K – – –
RA
1406
Riverstone Advisors
Texas
$254K +$260K +1,202 New
AWA
1407
Acorn Wealth Advisors
Michigan
$254K -$78.4K -362 -23%
IPAM
1408
Investment Partners Asset Management
New Jersey
$253K – – –
STCOSD
1409
Sageworth Trust Company of South Dakota
South Dakota
$252K – – –
APW
1410
Axim Planning & Wealth
Ohio
$252K +$4.55K +21 +2%
WC
1411
Westwind Capital
New Mexico
$252K +$258K +1,193 New
WB
1412
Webster Bank
Connecticut
$252K – – –
HPC
1413
HM Payson & Co
Maine
$251K – – –
PGA
1414
Portland Global Advisors
Maine
$251K – – –
SB
1415
Simmons Bank
Arkansas
$250K -$34.6K -160 -12%
RFG
1416
REAP Financial Group
Texas
$250K +$11.5K +53 +5%
DBFM
1417
Dickmeyer Boyce Financial Management
Indiana
$249K +$256K +1,181 New
CASB
1418
Cape Ann Savings Bank
Massachusetts
$248K – – –
DJYG
1419
David J. Yvars Group
Florida
$247K -$29.4K -136 -10%
BFG
1420
Berger Financial Group
Minnesota
$247K -$71.7K -331 -22%
WG
1421
Wellington Group
Indiana
$247K +$253K +1,170 New
PAW
1422
Plan A Wealth
Nebraska
$246K – – –
MSFS
1423
Main Street Financial Solutions
Pennsylvania
$246K +$252K +1,165 New
MIP
1424
Marietta Investment Partners
Wisconsin
$245K – – –
FAI
1425
Fiduciary Advisors Inc
Missouri
$245K +$14.5K +67 +6%
55 56
57
58 59