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
PA
226
Parkside Advisors
California
$551K -$20.7K -223 -4%
HFS
227
HL Financial Services
Kentucky
$535K +$103K +1,111 +24%
NCM
228
Neumann Capital Management
California
$525K – – –
NEPWA
229
New England Private Wealth Advisors
Massachusetts
$513K +$2.6K +28 +0.5%
BPC
230
Banque Pictet & Cie
Switzerland
$509K – – –
KL
231
KWMG LLC
Kansas
$508K +$118K +1,270 +31%
BJL
232
Brighton Jones LLC
Washington
$505K +$2.88K +31 +0.6%
ST
233
Sageworth Trust
Pennsylvania
$501K – – –
NDSI
234
Newman Dignan & Sheerar Inc
Rhode Island
$500K – – –
DADC
235
D.A. Davidson & Co
Montana
$497K +$279 +3 +0.1%
BSW
236
Buckingham Strategic Wealth
Missouri
$492K +$24.9K +268 +5%
CL
237
Choreo LLC
Illinois
$480K +$186 +2 +0%
BDF
238
Balasa Dinverno & Foltz
$479K – – –
CIA
239
Covington Investment Advisors
Pennsylvania
$463K – – –
HS
240
Huntington Steele
Pennsylvania
$461K – – –
DMC
241
Drexel Morgan & Co
Pennsylvania
$458K +$460K +4,950 New
SWP
242
Stratos Wealth Partners
Ohio
$455K -$117K -1,259 -20%
JIR
243
James Investment Research
Ohio
$455K – – –
BOTW
244
Bank of the West
California
$454K -$60.2K -648 -12%
RCA
245
Rex Capital Advisors
Rhode Island
$449K – – –
YP
246
Yellowstone Partners
Idaho
$449K +$7.89K +85 +2%
CIM
247
Confluence Investment Management
Missouri
$447K +$175K +1,883 +64%
AC
248
Alexandria Capital
Virginia
$437K -$2.6K -28 -0.6%
MCM
249
Manchester Capital Management
Vermont
$424K – – –
CPO
250
Cerity Partners OCIO
New York
$421K +$557 +6 +0.1%
8 9
10
11 12