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iShares S&P 500 Value ETF
IVE

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
SoFi Wealth
26
SoFi Wealth
California
USD 236 M +USD 13.1 M +58,458 +6%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
USD 222 M -USD 14 M -62,662 -6%
Bank of New York Mellon
28
Bank of New York Mellon
New York
USD 220 M -USD 37.5 M -168,077 -15%
Fidelity Investments
29
Fidelity Investments
Massachusetts
USD 186 M -USD 94 k -421 -0.1%
NewEdge Advisors
30
NewEdge Advisors
Louisiana
USD 184 M -USD 11.2 M -50,294 -6%
Sanctuary Advisors
31
Sanctuary Advisors
Indiana
USD 178 M -USD 26.4 M -118,162 -13%
M&T Bank
32
M&T Bank
New York
USD 175 M -USD 6.61 M -29,587 -4%
Pacific Life Fund Advisors
33
Pacific Life Fund Advisors
California
USD 173 M +USD 170 M +760,525 Nuevas
OneDigital Investment Advisors
34
OneDigital Investment Advisors
Kansas
USD 172 M -USD 46.3 M -207,383 -21%
Rehmann Capital Advisory Group
35
Rehmann Capital Advisory Group
Michigan
USD 168 M +USD 5.33 M +23,850 +3%
Osaic Holdings
36
Osaic Holdings
Arizona
USD 166 M +USD 10.1 M +45,113 +7%
HighTower Advisors
37
HighTower Advisors
Illinois
USD 152 M +USD 1.48 M +6,646 +1%
JB Capital
38
JB Capital
Connecticut
USD 151 M -USD 32.5 M -145,370 -18%
Jones Financial Companies
39
Jones Financial Companies
Missouri
USD 145 M +USD 12.5 M +55,765 +10%
Calamos Wealth Management
40
Calamos Wealth Management
Illinois
USD 138 M +USD 2.23 M +10,003 +2%
LVZ Inc
41
LVZ Inc
Michigan
USD 131 M +USD 742 k +3,321 +0.6%
United Capital Financial Advisors
42
United Capital Financial Advisors
Texas
USD 128 M -USD 21.3 M -95,161 -14%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
USD 122 M -USD 1.01 M -4,540 -0.8%
Fifth Third Bancorp
44
Fifth Third Bancorp
Ohio
USD 120 M -USD 6.42 M -28,721 -5%
Huntington National Bank
45
Huntington National Bank
Ohio
USD 113 M -USD 88.9 k -398 -3%
Cerity Partners
46
Cerity Partners
New York
USD 108 M -USD 8.98 M -40,188 -8%
Rockefeller Capital Management
47
Rockefeller Capital Management
New York
USD 102 M +USD 5.5 M +24,605 +6%
Advocacy Wealth Management Services
48
Advocacy Wealth Management Services
Georgia
USD 96.4 M -USD 19.2 M -86,063 -17%
Truist Financial
49
Truist Financial
North Carolina
USD 95.8 M -USD 30.7 M -137,282 -25%
HFBOT
50
Home Federal Bank of Tennessee
Tennessee
USD 87.8 M +USD 276 k +1,236 +0.3%
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