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
MDCM
1451
Morgan Dempsey Capital Management
Wisconsin
$54.7K +$52.2K +280 New
TCM
1452
TD Capital Management
Tennessee
$54.1K – – –
OHWP
1453
Oak Harbor Wealth Partners
North Carolina
$53K – – –
MWM
1454
MorganRosel Wealth Management
Colorado
$51.6K – – –
RF
1455
Roxbury Financial
New Jersey
$51.2K +$48.8K +262 New
PP
1456
PrairieView Partners
Minnesota
$51K – – –
PCM
1457
Palouse Capital Management
Washington
$50.6K – – –
RA
1458
Rise Advisors
New York
$49.9K +$186 +1 +0.4%
GBA
1459
Garrison Bradford & Associates
New York
$48.9K – – –
OC
1460
Oakworth Capital
Alabama
$48.1K – – –
CPG
1461
Cornerstone Planning Group
New Jersey
$47.9K -$44.7K -240 -50%
CLOS
1462
Compagnie Lombard Odier SCmA
Switzerland
$46.7K +$44.5K +239 New
CBT
1463
Crews Bank & Trust
Florida
$44.2K – – –
HWA
1464
HHM Wealth Advisors
Tennessee
$44K – – –
PWM
1465
Proathlete Wealth Management
Florida
$42.2K +$40.2K +216 New
MAM
1466
Morse Asset Management
Connecticut
$41.8K – – –
CTWM
1467
Cherry Tree Wealth Management
Minnesota
$41.4K – – –
MPWT
1468
MassMutual Private Wealth & Trust
Connecticut
$40.3K -$23.7K -127 -38%
AG
1469
AmeriFlex Group
Nevada
$39.7K – – –
JFA
1470
JNBA Financial Advisors
Minnesota
$39.2K – – –
DSC
1471
Duncker Streett & Co
Missouri
$39.1K – – –
FDW
1472
Fourth Dimension Wealth
Ohio
$39.1K – – –
KC
1473
Knuff & Co
California
$39.1K – – –
AP
1474
Atwood & Palmer
Missouri
$37.7K +$36K +193 New
AA
1475
Addison Advisors
Vermont
$36.3K – – –
57 58
59
60 61