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icono de IVE

iShares S&P 500 Value ETF
IVE

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Koss-Olinger Consulting
351
Koss-Olinger Consulting
Florida
USD 7.36 M -USD 13.5 M -60,330 -65%
ETF Portfolio Partners
352
ETF Portfolio Partners
Kansas
USD 7.32 M -USD 47.8 k -214 -0.7%
PFG Advisors
353
PFG Advisors
Arizona
USD 7.3 M -USD 563 k -2,521 -7%
Landing Point Financial Group
354
Landing Point Financial Group
Ohio
USD 7.3 M +USD 7.18 M +32,162 Nuevas
Vicus Capital
355
Vicus Capital
Pennsylvania
USD 7.29 M -USD 16.3 k -73 -0.2%
Cornerstone Planning Group
356
Cornerstone Planning Group
New Jersey
USD 7.26 M -USD 652 k -2,920 -8%
Sapient Capital
357
Sapient Capital
Indiana
USD 7.09 M – – –
William Blair & Company
358
William Blair & Company
Illinois
USD 7.07 M -USD 2.21 M -9,887 -24%
Pure Financial Advisors
359
Pure Financial Advisors
California
USD 7.05 M -USD 281 k -1,258 -4%
AFP
360
Advus Financial Partners
Florida
USD 7.04 M +USD 609 k +2,725 +10%
Holistic Planning
361
Holistic Planning
Texas
USD 7.03 M +USD 4.21 M +18,829 +155%
Equitable Trust
362
Equitable Trust
Tennessee
USD 7.01 M – – –
Financial Synergies Wealth Advisors
363
Financial Synergies Wealth Advisors
Texas
USD 7 M +USD 24.3 k +109 +0.4%
Carmel Capital Partners
364
Carmel Capital Partners
California
USD 6.98 M +USD 6.87 M +30,747 Nuevas
Carbahal Olsen Financial Services Group
365
Carbahal Olsen Financial Services Group
California
USD 6.98 M -USD 34.4 k -154 -0.5%
Level Four Advisory Services
366
Level Four Advisory Services
Texas
USD 6.82 M +USD 48.7 k +218 +0.7%
5T Wealth
367
5T Wealth
California
USD 6.82 M -USD 197 k -884 -3%
Pathway Financial Advisors
368
Pathway Financial Advisors
Vermont
USD 6.69 M – – –
O'Shaughnessy Asset Management
369
O'Shaughnessy Asset Management
Connecticut
USD 6.68 M -USD 528 k -2,364 -7%
Brown Advisory
370
Brown Advisory
Maryland
USD 6.56 M +USD 59.2 k +265 +0.9%
Forte Asset Management
371
Forte Asset Management
New York
USD 6.5 M +USD 17.2 k +77 +0.3%
Hoxton Planning & Management
372
Hoxton Planning & Management
West Virginia
USD 6.49 M -USD 726 k -3,249 -10%
Portfolio Resources Advisor Group
373
Portfolio Resources Advisor Group
Florida
USD 6.45 M -USD 1.36 M -6,094 -18%
FFG Retirement Advisors
374
FFG Retirement Advisors
Colorado
USD 6.43 M -USD 1.77 M -7,902 -22%
Caliber Wealth Management (Kansas)
375
Caliber Wealth Management (Kansas)
Kansas
USD 6.35 M +USD 114 k +509 +2%
13 14
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