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
AWM
576
Affinity Wealth Management
Delaware
$233K -$62.8K -572 -22%
PCMC
577
Private Capital Management (Colorado)
Colorado
$233K +$329 +3 +0.1%
WTC
578
WhitTier Trust Company
Nevada
$231K – – –
WCM
579
Wealthcare Capital Management
Virginia
$228K +$11.4K +104 +5%
PAG
580
Pinnacle Advisory Group
Maryland
$228K +$222K +2,018 New
WIA
581
World Investment Advisors
California
$227K -$25.7M -233,751 -99%
AA
582
Ancora Advisors
Ohio
$226K -$40.1K -365 -15%
IA
583
IFP Advisors
Florida
$225K -$5.36M -48,791 -96%
HCIA
584
Hochman Cole Investment Advisors
Illinois
$225K – – –
KIA
585
KCM Investment Advisors
California
$225K – – –
XS
586
XR Securities
Illinois
$224K +$219K +1,991 New
KF
587
Krilogy Financial
Missouri
$221K +$11.2K +102 +6%
WOC
588
West Oak Capital
California
$218K -$65.9K -600 -24%
KA
589
Klingman & Associates
New York
$218K +$212K +1,930 New
OC
590
Oarsman Capital
Wisconsin
$214K +$209K +1,900 New
NEIRG
591
New England Investment & Retirement Group
Massachusetts
$214K +$209K +1,902 New
MCM
592
Manchester Capital Management
Vermont
$213K -$22K -200 -10%
CTB
593
Country Trust Bank
Illinois
$212K – – –
CB
594
Chemical Bank
Michigan
$212K +$206K +1,877 New
AL
595
Aspiriant LLC
California
$208K -$310K -2,825 -61%
GIA
596
Guyasuta Investment Advisors
Pennsylvania
$208K +$202K +1,842 New
FNT
597
First National Trust
Pennsylvania
$208K +$202K +1,844 New
FIB
598
First Interstate Bank
Montana
$207K -$27.5K -250 -12%
ONST
599
Old North State Trust
North Carolina
$207K – – –
WA
600
Wealth Architects
California
$205K +$200K +1,820 New
22 23
24
25 26