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
MIAN
226
Mariner Independent Advisor Network
Kansas
$538K +$526K +5,742 New
NCM
227
Neumann Capital Management
California
$532K +$520K +5,670 New
BOTW
228
Bank of the West
California
$521K +$44.7K +488 +10%
NEPWA
229
New England Private Wealth Advisors
Massachusetts
$519K +$2.38K +26 +0.5%
BPC
230
Banque Pictet & Cie
Switzerland
$516K – – –
BJL
231
Brighton Jones LLC
Washington
$509K +$3.02K +33 +0.6%
ST
232
Sageworth Trust
Pennsylvania
$508K +$496K +5,418 New
NDSI
233
Newman Dignan & Sheerar Inc
Rhode Island
$506K -$4.58K -50 -0.9%
DADC
234
D.A. Davidson & Co
Montana
$504K -$8.25K -90 -2%
AIM
235
Advantage Investment Management
Iowa
$500K +$488K +5,330 New
BDF
236
Balasa Dinverno & Foltz
$486K – – –
CL
237
Choreo LLC
Illinois
$486K +$28.5K +311 +6%
CM
238
Churchill Management
California
$475K -$3.55M -38,767 -88%
BSW
239
Buckingham Strategic Wealth
Missouri
$473K – – –
CIA
240
Covington Investment Advisors
Pennsylvania
$470K – – –
HS
241
Huntington Steele
Pennsylvania
$467K +$457K +4,983 New
JIR
242
James Investment Research
Ohio
$461K – – –
BWM
243
Bernicke Wealth Management
Wisconsin
$456K +$445K +4,860 New
RCA
244
Rex Capital Advisors
Rhode Island
$455K – – –
SAM
245
Summit Asset Management
Tennessee
$450K – – –
BSB
246
Bangor Savings Bank
Maine
$448K – – –
YP
247
Yellowstone Partners
Idaho
$447K +$2.75K +30 +0.6%
AC
248
Alexandria Capital
Virginia
$445K -$4.31K -47 -1%
PAMG
249
Patton Albertson Miller Group
Tennessee
$445K +$46.5K +507 +12%
HFS
250
HL Financial Services
Kentucky
$438K +$205K +2,241 +92%
8 9
10
11 12