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
401
Pinnacle Associates
New York
$727K +$5.3K +50 +0.7%
BIM
402
Bridges Investment Management
Nebraska
$723K -$170K -1,600 -19%
CWC
403
Carolinas Wealth Consulting
North Carolina
$717K +$3.93K +37 +0.6%
CDIA
404
Capital Directions Investment Advisors
Georgia
$716K – – –
SFPG
405
Stonebridge Financial Planning Group
Florida
$714K -$5.83K -55 -0.8%
JIC
406
Johnson Investment Counsel
Ohio
$710K -$114K -1,072 -14%
SDWMA
407
Schneider Downs Wealth Management Advisors
Pennsylvania
$708K +$75.2K +709 +12%
IIC
408
Integrated Investment Consultants
Michigan
$699K +$3.4K +32 +0.5%
SLWS
409
Swaine & Leidel Wealth Services
Florida
$695K +$955 +9 +0.1%
FCFC
410
First Commonwealth Financial Corp
Pennsylvania
$695K +$681K +6,419 New
SMG
411
Smart Money Group
Texas
$688K -$35.4K -334 -5%
GG
412
Gofen & Glossberg
Illinois
$682K – – –
GT
413
Glenmede Trust
Pennsylvania
$681K -$32.3K -304 -5%
NEPWA
414
New England Private Wealth Advisors
Massachusetts
$681K +$5.2K +49 +0.8%
FMTC
415
Farmers & Merchants Trust Company
California
$680K – – –
LWAC
416
Laurel Wealth Advisors (California)
California
$677K -$132K -1,242 -17%
KA
417
Kovack Advisors
Florida
$676K -$343K -3,231 -34%
PWPS
418
Pinnacle Wealth Planning Services
Ohio
$674K +$660K +6,225 New
BFO
419
Boston Family Office
Massachusetts
$671K – – –
IWS
420
Insight Wealth Strategies
California
$662K -$96.9K -913 -13%
PWM
421
Perigon Wealth Management
California
$651K -$87.5K -825 -12%
WWM
422
Windsor Wealth Management
Indiana
$645K +$117K +1,105 +23%
DAS
423
Dynamic Advisor Solutions
Arizona
$638K -$57.7K -544 -8%
EW
424
Evoke Wealth
California
$635K -$182K -1,720 -23%
SBH
425
Segall Bryant & Hamill
Illinois
$633K – – –
15 16
17
18 19