We are live on ! Find out more
IVE icon

iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Allianz Asset Management
301
Allianz Asset Management
Germany
$674K
MCM
302
Murphy Capital Management
New Jersey
$674K +$649K +6,650 New
CIAS
303
Capital Investment Advisory Services
North Carolina
$669K +$644K +6,600 New
CDIA
304
Capital Directions Investment Advisors
Georgia
$668K +$5.37K +55 +0.8%
SWP
305
Stratos Wealth Partners
Ohio
$662K +$87.6K +898 +16%
MC
306
Mathes Company
New York
$659K +$381K +3,900 +150%
PA
307
Pinnacle Associates
New York
$655K
EWM
308
Empirical Wealth Management
Washington
$655K +$631K +6,465 New
RMCM
309
Reynders McVeigh Capital Management
Massachusetts
$649K
TIA
310
Tiemann Investment Advisors
California
$644K -$32.9K -337 -5%
Brown Advisory
311
Brown Advisory
Maryland
$640K -$61K -625 -9%
NFG
312
Nations Financial Group
Iowa
$640K +$1.56K +16 +0.3%
NEPWA
313
New England Private Wealth Advisors
Massachusetts
$636K +$55.7K +571 +10%
LYV
314
Live Your Vision
Pennsylvania
$625K
SAM
315
Summit Asset Management
Tennessee
$625K +$67.7K +694 +13%
GG
316
Gofen & Glossberg
Illinois
$621K
OWD
317
Osborn Williams & Donohoe
Ohio
$621K
BTIS
318
BB&T Investment Services
North Carolina
$614K +$588K +6,023 New
RWM
319
RKL Wealth Management
Pennsylvania
$611K +$588K +6,029 New
NAM
320
NTV Asset Management
West Virginia
$609K
Millennium Management
321
Millennium Management
New York
$598K +$575K +5,897 New
DADC
322
D.A. Davidson & Co
Montana
$593K +$36.9K +378 +7%
WAM
323
Wolverine Asset Management
Illinois
$587K +$387K +3,967 +217%
BPC
324
Banque Pictet & Cie
Switzerland
$585K +$26.8K +275 +5%
RIA
325
Regal Investment Advisors
Michigan
$581K +$72.1K +739 +15%